salesforce_security_impl_guide

More documents

Recommendations

Info

Securing and Sharing Data Sharing Rule Categories Sharing Rule Categories When you define a sharing rule, you can choose from the following categories in the owned by members of and Share with drop-down lists. Depending on the type of sharing rule and the features enabled for your organization, some categories may not appear. Note: You can’t include high-volume portal users in sharing rules because they don’t have roles and can’t be in public groups. Category Managers Groups Manager Subordinates Groups Queues Public Groups Roles Portal Roles Description All direct and indirect managers of a user. A manager and all direct and indirect reports who he or she manages. All records owned by the queue, excluding records owned by individual members of the queue. Available only in the owned by members of list. All public groups defined by your administrator. If a partner portal or Customer Portal is enabled for your organization, the All Partner Users or All Customer Portal Users group displays. These groups includes all users allowed to access your partner portal or Customer Portal, except for high-volume portal users. All roles defined for your organization. This includes all of the users in the specified role. All roles defined for your organization’s partner portal or Customer Portal. This includes all users in the specified portal role, except high-volume portal users. A portal role name includes the name of the account that it’s associated with, except for person accounts, which include the user Alias . EDITIONS Account and contact sharing rules are available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions Account territory, case, lead, and opportunity, sharing rules are available in: Enterprise, Performance, Unlimited, and Developer Editions Campaign sharing rules are available in Professional Edition for an additional cost, and Enterprise, Performance, Unlimited, and Developer Editions Custom object sharing rules are available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions. Partner Portals and Customer Portals are not available in Database.com Roles and Subordinates Portal Roles and Subordinates All roles defined for your organization. This includes all of the users in the specified role plus all of the users in roles below that role, including partner portal and Customer Portal roles that contain users with a portal license type. Portal roles are only included in this category if a partner portal or Customer Portal is enabled for your organization. The Roles, Internal and Portal Subordinates data set category is only available in your organization after you create at least one role in the role hierarchy. All roles defined for your organization’s partner portal or Customer Portal. This includes all of the users in the specified portal role plus all of the users below that role in the portal role hierarchy, except for high-volume portal users. 60
Securing and Sharing Data Editing Lead Sharing Rules Category Description A portal role name includes the name of the account that it’s associated with, except for person accounts, which include the user Alias . Roles and Internal Subordinates Roles, Internal and Portal Subordinates Territories Territories and Subordinates All roles defined for your organization. This includes all of the users in the specified role plus all of the users in roles below that role, excluding partner portal and Customer Portal roles. This category only displays if a partner portal or Salesforce Customer Portal is enabled for your organization. The Roles and Internal Subordinates data set category is only available in your organization after you create at least one role in the role hierarchy and enable a portal. All roles defined for your organization. This includes all of the users in the specified role plus all of the users in roles below that role, including partner portal and Customer Portal roles. This category only displays if a partner portal or Salesforce Customer Portal is enabled for your organization. The Roles and Internal Subordinates data set category is only available in your organization after you create at least one role in the role hierarchy and enable a portal. All territories defined for your organization. All territories defined for your organization. This includes the specified territory plus all territories below it. Editing Lead Sharing Rules For sharing rules that are based on owner, you can edit only the sharing access settings. For sharing rules that are based on other criteria, you can edit the criteria and sharing access settings. 1. From Setup, click Security Controls > Sharing Settings. 2. In the Lead Sharing Rules related list, click Edit next to the rule you want to change. 3. Change the Label and Rule Name if desired. 4. If you selected a rule that's based on owner, skip to the next step. If you selected a rule that's based on criteria, specify the criteria that records must match to be included in the sharing rule. The fields available depend on the object selected, and the value must be a literal number or string. Click Add Filter Logic... to change the default AND relationship between each filter. 5. Select the sharing access setting for users. EDITIONS Available in: • Enterprise • Performance • Unlimited • Developer USER PERMISSIONS To edit sharing rules: • “Manage Sharing” Access Setting Read Only Read/Write Description Users can view, but not update, records. Users can view and update records. 6. Click Save. 61
Page 1 and 2:
Security Implementation Guide Versi
Page 3 and 4:
CONTENTS Chapter 1: Security Overvi
Page 5 and 6:
Contents Editing Lead Sharing Rules
Page 7 and 8:
CHAPTER 1 Security Overview Salesfo
Page 9 and 10:
Security Overview User Security Ove
Page 11 and 12:
Security Overview Custom Permission
Page 13 and 14:
Security Overview CAPTCHA Security
Page 15 and 16: Security Overview Auditing • Role
Page 17 and 18: Securing and Sharing Data Revoking
Page 19 and 20: Securing and Sharing Data Viewing P
Page 21 and 22: Securing and Sharing Data Cloning P
Page 23 and 24: Securing and Sharing Data App and S
Page 25 and 26: Securing and Sharing Data Working w
Page 27 and 28: Securing and Sharing Data Enable Cu
Page 29 and 30: Securing and Sharing Data Assigning
Page 31 and 32: Securing and Sharing Data Creating
Page 33 and 34: Securing and Sharing Data Editing P
Page 35 and 36: Securing and Sharing Data Searching
Page 37 and 38: Securing and Sharing Data Enable Cu
Page 39 and 40: Securing and Sharing Data Object Pe
Page 41 and 42: Securing and Sharing Data Comparing
Page 43 and 44: Securing and Sharing Data Setting F
Page 45 and 46: Securing and Sharing Data Working w
Page 47 and 48: Securing and Sharing Data Setting L
Page 49 and 50: Securing and Sharing Data Restricti
Page 51 and 52: Securing and Sharing Data Managing
Page 53 and 54: Securing and Sharing Data External
Page 55 and 56: Securing and Sharing Data Disabling
Page 65: Securing and Sharing Data Creating
Page 69 and 70: Securing and Sharing Data Editing C
Page 71 and 72: Securing and Sharing Data Editing C
Page 73 and 74: Securing and Sharing Data Sharing R
Page 75 and 76: Securing and Sharing Data User Shar
Page 77 and 78: Securing and Sharing Data Sharing U
Page 81 and 82: Securing and Sharing Data Viewing A
Page 83 and 84: Securing and Sharing Data Granting
Page 85 and 86: Configuring Salesforce Security Fea
Page 95 and 96: CHAPTER 4 Enabling Single Sign-On S
Page 97 and 98: Enabling Single Sign-On • Before
Page 99 and 100: Monitoring Your Organization's Secu
Page 107 and 108: Security Tips for Apex and Visualfo
Page 113 and 114: INDEX A Access about 10 revoking 11
Page 115 and 116: Index Profiles (continued) object p
show all

salesforce_security_impl_guide

Create successful ePaper yourself

Delete template?

Save as template?