Control Access to Records: 🔐 Understanding Record-Level Security Salesforce Trailhead COMPLETE GUIDE

Описание: In this video, we’re exploring Record-Level Security as part of Salesforce's Data Security module! Whether you're preparing for your Salesforce Administrator Credential or just want to strengthen your understanding of data security, this video will guide you through how to manage record access in Salesforce 🔒.

👉 Check out the module on Trailhead here: https://shorturl.at/FQ8C9
We’ll cover:

What Record-Level Security is and how it controls access to Salesforce records 🔑
How to set up and configure sharing rules and role hierarchy for controlled record access 👥
Real-world examples of applying record-level security in your Salesforce org 💼
Best practices for maintaining secure and efficient access to records 📊
By the end of this video, you’ll have the knowledge and tools to manage record-level security effectively, keeping your Salesforce org secure and optimized!

0:00 - Introduction: Control Access to Records
0:22 - Understanding Record-Level Security
0:38 - Chapter 1: Organization-Wide Defaults (OWD)
1:15 - Setting Up Organization-Wide Defaults
2:09 - Chapter 2: Role Hierarchies
2:45 - Creating and Modifying Role Hierarchies
3:05 - Adding Users to Roles
3:53 - Chapter 3: Sharing Rules
4:10 - Creating Sharing Rules for Cross-Team Access
4:39 - Chapter 4: Manual Sharing
5:08 - Using Manual Sharing for Ad Hoc Access
5:10 - Hands-On Challenge: Setting Up a Custom Project Object
5:40 - Configuring OWD and Role Hierarchy for Projects
5:54 - Conclusion: Review of Record-Level Security Methods



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