Roles and Rights in Salesforce

Managing roles & 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'll make using Salesforce easier and keep more control over the platform.

But the combination between all the options and the scale at which organizations apply roles & permissions can be quite complicated. We explain as simply as possible what the options are and how they can be set up. This allows you to effectively set up and use roles & rights in your organization.

The following sections are covered in the white paper:

• The hierarchy
• Relationship: owner object
• Relationship: object of other user
• Organization wide defaults and roles
• Sharing rules

Request your Roles & Rights white paper here:

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