salesforce_security_impl_guide

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Securing and Sharing Data Editing Account Sharing Rules Editing Account 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 Account 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 a setting for Default Account, Contract and Asset Access . 6. In the remaining fields, select the access settings for the records associated with the shared accounts. EDITIONS Available in: • Professional • Enterprise • Performance • Unlimited • Developer USER PERMISSIONS To edit sharing rules: • “Manage Sharing” Access Setting Private (available for associated contacts, opportunities, and cases only) Read Only Read/Write Description Users can’t view or update records, unless access is granted outside of this sharing rule. Users can view, but not update, records. Users can view and update records. 7. Click Save. Note: Contact Access is not available when the organization-wide default for contacts is set to Controlled by Parent. Editing Account Territory Sharing Rules For account territory sharing rules, you can edit the sharing access settings, but no other settings. 1. From Setup, click Security Controls > Sharing Settings. 2. In the Account Territory Sharing Rules related list, click Edit next to the rule you want to change. 3. Change the Label and Rule Name if desired. 4. Select the sharing access setting for users. Access Setting Private (available for associated contacts, opportunities, and cases only) Description Users can’t view or update records, unless access is granted outside of this sharing rule. EDITIONS Available in: • Enterprise • Performance • Unlimited • Developer USER PERMISSIONS To edit sharing rules: • “Manage Sharing” Read Only Users can view, but not update, records. 62
Securing and Sharing Data Editing Contact Sharing Rules Access Setting Read/Write Description Users can view and update records. 5. Click Save. Note: Contact Access is not available when the organization-wide default for contacts is set to Controlled by Parent. Editing Contact 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 Contact 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: • Professional • 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. Editing Opportunity 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 Opportunity 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. EDITIONS Available in: • Enterprise • Performance • Unlimited • Developer USER PERMISSIONS To edit sharing rules: • “Manage Sharing” 63
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Security Implementation Guide Versi
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CONTENTS Chapter 1: Security Overvi
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Contents Editing Lead Sharing Rules
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CHAPTER 1 Security Overview Salesfo
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Security Overview User Security Ove
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Security Overview Custom Permission
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Security Overview CAPTCHA Security
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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 67: Securing and Sharing Data Editing L
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
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