Internship← Salesforce learning pathSalesforce · Module 4 of 10
Security and access
Control who sees and edits data.
📖 Key ideas
- Organisation-wide defaults set baseline record access.
- Profiles and permission sets control object and field permissions.
- Roles and role hierarchy open up record access upward.
- Sharing rules extend access to groups.
- Field-level security hides sensitive fields.
💡 Real-life example: Salesforce security is a layered office building: building pass (profile), floor access (role), room keys (sharing).
OWDOrganisation-Wide Defaults
ProfileBaseline user permissions
Permission setAdditional permissions
Role hierarchyRecord access by position