Salesforce Certification
Course
Chatter User, Objects and Fields
Problem Statement:
Sam is an experienced CRM leader who has recently joined Stark Corp as a sales executive. He also has a
marketing background and reports directly to the CEO. He needs access to various objects and apps in Salesforce.
Salesforce provides three layers of security with lots of flexibility to accommodate virtually any business need.
Profiles controls object-level and field-level access. Permission sets are used to provide access to additional
objects. Field-level security controls provide access to individual fields within an object. Further, there are five types
of record-level security: org-wide defaults, role hierarchy sharing, sharing rules, manual sharing, and Apex-based
sharing. These five-control access to sets of records or even an individual record to people who don’t own those
records.
Tasks to be Done:
A. Provide an Object-level-security
a. Verify that the user has permissions to see objects of the particular type
b. Manage the Object-level accessthroughprofiles and permission sets
B. Even if Sam has access to objects, he still needs access to individual fields of each object. In Salesforce,
profiles also control field-level access
a. Provides field-level access to Sam
C. With just object-level access and field-level access, Sam can only access records he owns (that is, records
created by him)
a. If you look at the organization structure, he reports to Zeck (CEO) and has two sales reps (Jane and
John) reporting to him. Show the same
b. Provide Record-level security to Sam
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