Chapter 2. Security Settings in Salesforce

This chapter starts with a high-level overview of company profile settings, followed by an overview of role hierarchy, profiles and organization-wide default (OWD) in Salesforce, which will help you to brush up the concepts that you will need as an administrator. We will also discuss permission sets, the various ways for an organization to manage users, and the key concepts related to this management. Later, we will go through how you can troubleshoot common business challenges related to record access and field visibility. All these concepts are very important as these are one time setups that will decide how your Salesforce organization will work in accordance with your organization's structure.

The following topics will be covered in this chapter:

• Using OWD to secure your organization's data
• Using the sharing rule to grant record access to users
• Securing record data using field-level security
• Managing profiles and permission sets in Salesforce