Roles and Rights in Salesforce
Managing roles and permissions in Salesforce ensures that users have access only to the information and functionalities that are relevant to them. If you do this right, you will make using Salesforce easier and maintain more control over the platform.
But the combination between all the options and the scale at which organizations apply roles & rights can be quite complicated. In our ‘Roles & Rights’ white paper, we try to explain as simply as possible what the options are and how to set them up.
The following sections are covered:
- The hierarchy
- Relationship: owner object
- Relationship: object of other user
- Organization wide defaults and roles
- Sharing rules
Want more control over your Salesforce environment and ensure that users only have access to what is relevant to them?
Fill out the form below to request the white paper and receive it directly in your mailbox.
