Sept 6, 2023
1. Introduction
2. Object Level Permission
3. Field Level Permission
4. Raw Level Permissions
In Salesforce, Security Settings refer to a set of configuration options and controls that allow
administrators to define and customize various aspects of security within the Salesforce platform. These
settings are crucial for maintaining the security and integrity of your Salesforce
instance.
Configuring Security Settings in Salesforce is a critical part of maintaining a secure and
compliant Salesforce environment. These settings should be regularly reviewed, updated, and aligned with
your organization's security policies and requirements to mitigate potential security risks and protect
sensitive data.
Before diving into the technical details, it's essential to understand why object-level security matters. In this chapter, we'll discuss the significance of object-level security in maintaining data integrity, ensuring compliance, and protecting sensitive information.
Data security is paramount in Salesforce, and understanding object-level security is a crucial aspect of safeguarding your organization's information. Object-level security in Salesforce refers to the permissions and controls that determine which users or groups of users can access specific types of data objects within the Salesforce platform. Salesforce offers a wide range of objects, including standard objects like Accounts, Contacts, Opportunities, and custom objects that organizations create to store data relevant to their unique processes. It allows administrators to define who can view, create, edit, and delete records within each object.
Object-level security determines who can access specific types of data objects in your Salesforce instance. In this blog, we will delve into the world of object-level security, exploring its importance, implementation, and best practices. Salesforce includes both standard and custom objects, and object-level security applies to both.
Field-level security in Salesforce is a feature that allows administrators to control access to specific fields (columns) within an object (table) in their Salesforce org. This means you can determine which users or profiles have the ability to view, edit, or even hide particular fields within records of an object. Field-level security adds an extra layer of granularity to data security, ensuring that sensitive information remains protected.
Field-level security defines the accessibility of fields for different users or profiles. The possible levels of access include:
Read Access: Determines whether a user can view the contents of a field on a
record.
Edit Access: Specifies whether a user can modify the value of a field on a
record.
By implementing field-level security, organizations can strike a balance between providing employees with the necessary data to perform their tasks and protecting confidential or sensitive information. This helps maintain data integrity, security, and compliance within the Salesforce platform.
Row-level security in Salesforce refers to the ability to control access to individual records (rows) within an object based on specific criteria. This allows organizations to implement fine-grained data security by ensuring that users can only view or modify records that meet certain conditions or criteria. Row-level security is crucial for protecting sensitive data and ensuring that users only have access to the information that is relevant to their roles and responsibilities.
Row-level security in Salesforce is a fundamental aspect of data security and compliance, ensuring that confidential information is protected and that users only interact with records that are relevant to their roles. It allows organizations to strike a balance between data accessibility and data security, ultimately supporting the efficient and secure management of data within the platform.
Note: For more information visit below links.
https://help.salesforce.com/s/articleView?id=000385525&type=1
I hope this blog helped you!