Admin: Salesforce Data Access & Security

Information can be gate-kept through profiles and permission sets, which control user access and define what data and functionalities individuals can view or modify within Salesforce.

Org wide defaults (OWD) determine the base level of access to everyone in the Org. For more information on sharing settings and record access, see the Salesforce article Sharing and Record Access Features.

These OWD set the base level of data access, which can be adjusted by roles A job (vacancy, position, role) is an opening for which a customer's client needs a placement., profiles, and permission sets:

• Roles: Roles set up the hierarchy and control of who can see and access records in Salesforce. They determine what users can view based on their position A job (vacancy, position, role) is an opening for which a customer's client needs a placement. in the organization.
  • Use Case: Ensure users have appropriate access to data based on their position in the hierarchy, facilitating effective data management and security in recruitment and staffing processes.
  • Addional Resources:
    • For more information on roles, see the Salesforce article User Roles and Permissions.
• Profiles and Permission Sets: Control user access to different fields, objects, and page layouts.
  • Use Case: Ensure that users only see and interact with the information relevant to their role A job (vacancy, position, role) is an opening for which a customer's client needs a placement., enhancing security and usability.
  • Addional Resources: For more information on permission sets, see the Salesforce article Permission Sets.

Next Steps

For Salesforce Data Visualization & Organization elements, see Admin: Salesforce Data Visualization & Organization.