Chapter 4. Data Management

In the previous chapters, we looked at how Salesforce controls access to information using the user profile mechanism. We saw how the appropriate object level permissions, such as create, read, update, and delete, have to be set on the user's profile to allow the user's corresponding permissions to the records of that object type.

In this chapter, we will look at organization-wide sharing defaults, roles, and other sharing settings that complement and extend the assigning of access permissions to users within the Salesforce CRM application.

This chapter also looks in detail at some of the mechanisms to control record updates and features that are available to govern and control the quality of data entered into the application.

Finally, we will look at some of the data utilities that are available to import and export data to and from the system.

The data access security model

There are several flexible options that are available for you to control how records are accessed within your organization.

In the previous chapter, we looked at the broadest way in which you can control data by setting properties for the objects that a user can view, edit, and create through the configuration and assignment of profiles.

We also looked at the creation of fields and field-level security that is set at the profile level and is applied to records at the database level. Returning to the diagram, we will now look at the security model shown in the top-right corner of the following diagram:

The data access security model

To specify and set the individual records that a user can view and edit, we now look at other mechanisms that can be applied, which are setting your Organization-Wide Defaults, defining a role hierarchy, and creating sharing rules.

The following diagram shows how, with the addition of each extra feature shown, access to records is broadened:

The data access security model
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