salesforce_security_impl_guide

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CHAPTER 2 Securing and Sharing Data Review the following sections for detailed instructions and tips on securing access to your data in Salesforce. Overview of User Permissions and Access User permissions and access settings specify what users can do within an organization. For example, permissions determine a user's ability to edit an object record, view the Setup menu, empty the organizational Recycle Bin, or reset a user's password. Access settings determine other functions, such as access to Apex classes, app visibility, and the hours when users can log in. Permissions and access settings are specified in user profiles and permission sets. Every user is assigned only one profile, but can also have multiple permission sets. When determining access for your users, it's a good idea to use profiles to assign the minimum permissions and access settings for specific groups of users, then use permission sets to grant additional permissions. EDITIONS Available in: • Enterprise • Performance • Unlimited • Developer • Database.com Because you can assign many permission sets to users and permission sets are reusable, you can distribute access among more logical groupings of users, regardless of their primary job function. For example, you can create a permission set that gives read access to a custom object and assign it to a large group of users, and create another permission set that gives edit access to the object and assign it to only a few users. You can assign these permission sets to various types of users, regardless of their profiles. The following table shows the types of permissions and access settings that are specified in profiles and permission sets. Some profile settings aren't included in permission sets. Permission or Setting Type Assigned apps Tab settings Record type assignments Page layout assignments Object permissions Field permissions User permissions (app and system) Apex class access Visualforce page access External data source access Service provider access (if Salesforce is enabled as an identity provider) Custom permissions In Profiles In Permission Sets 10
Securing and Sharing Data Revoking Permissions and Access Permission or Setting Type Desktop client access Login hours Login IP ranges In Profiles In Permission Sets Revoking Permissions and Access You can use profiles and permission sets to grant access, but not to deny access. Any permission granted from either a profile or permission set is honored. For example, if “Transfer Record” isn't enabled in Jane Smith's profile, but is enabled in two of her permission sets, she can transfer records regardless of whether she owns them. To revoke a permission, you must remove all instances of the permission from the user. You can do this with the following actions—each has possible consequences. Action Disable a permission or remove an access setting in the profile and any permission sets that are assigned to the user. Consequence The permission or access setting is disabled for all other users assigned to the profile or permission sets. EDITIONS Available in: • Enterprise • Performance • Unlimited • Developer • Database.com If a permission or access setting is enabled in the user's profile, assign a different profile to the user. AND If the permission or access setting is enabled in any permission sets that are assigned to the user, remove the permission set assignments from the user. The user may lose other permissions or access settings associated with the profile or permission sets. To resolve the consequence in either case, consider all possible options. For example, you can clone the assigned profile or any assigned permission sets where the permission or access setting is enabled, disable the permission or access setting, and assign the cloned profile or permission sets to the user. Another option is to create a base profile with the least number of permissions and settings that represents the largest number of users possible, then create permission sets that layer additional access. 11
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Monitoring Your Organization's Secu
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INDEX A Access about 10 revoking 11
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Index Profiles (continued) object p
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