salesforce_security_impl_guide

More documents

Recommendations

Info

Securing and Sharing Data Group Member Types system permissions—can still access records they don’t own. Search From the Search drop-down list, select the type of member to add. If you don’t see the member you want to add, enter keywords in the search box and click Find. Note: For account owners to see child records owned by high-volume portal users, they must be members of any portal share groups with access to the portal users' data. Selected Members Select members from the Available Members box, and click Add to add them to the group. 4. Click Save. Note: When you edit groups, roles, and territories, sharing rules are automatically recalculated to add or remove access as needed. Group Member Types When you create or edit a group, you can select the following types of members from the Search drop-down list. Depending on your organization settings, some types may not be available. EDITIONS Member Type Customer Portal Users Partner Users Personal Groups Portal Roles Portal Roles and Subordinates Description All of your Customer Portal users. This is only available when a Customer Portal is enabled for your organization. All of your partner users. This is only available when a partner portal is enabled for your organization. All of your own groups. This is only available when creating other personal groups. 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. Note: A portal role name includes the name of the account that it’s associated with, except for person accounts, which include the user Alias . 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 Available in: Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions The member types that are available vary depending on your Edition. USER PERMISSIONS To create or edit a public group: • “Manage Users” To create or edit another user’s personal group: • “Manage Users” 74
Securing and Sharing Data Viewing All Users in a Group Member Type Description the users below that role in the portal role hierarchy, except for high-volume portal users. Note: A portal role name includes the name of the account that it’s associated with, except for person accounts, which include the user Alias . Public Groups Roles Roles and Internal Subordinates Roles and Subordinates Roles, Internal and Portal Subordinates Users All public groups defined by your administrator. All roles defined for your organization. Adding a role to a group includes all of the users in that role, but does not include portal roles. Adding a role and its subordinate roles includes all of the users in that role plus all of the users in roles below that role. This doesn't include portal roles or users. Adding a role and its subordinate roles includes all of the users in that role plus all of the users in roles below that role. This is only available when no portals are enabled for your organization. Adding a role and its subordinate roles includes all of the users in that role plus all of the users in roles below that role. This is only available when a partner or Customer Portal is enabled for your organization. This includes portal users. All users in your organization. This doesn't include portal users. Viewing All Users in a Group The All Users list shows users who belong to the selected personal or public group, queue, or role or territory sharing group.The All Users list shows users who belong to the selected public group, queue, or role sharing group. From this page, you can view detailed user information, edit user information, and access related information. • To show a filtered list of items, select a predefined list from the View drop-down list, or click Create New View to define your own custom views. To edit or delete any view you created, select it from the View drop-down list and click Edit. • Click Edit next to a username to edit the user information. • Click Login next to a username to log in as that user. This link is only available for users who have granted login access to an administrator, or in organizations where administrators can log in as any user. EDITIONS Available in: • Professional • Enterprise • Performance • Unlimited • Developer • Database.com 75
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 67 and 68: Securing and Sharing Data Editing L
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 79: Securing and Sharing Data Creating
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

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?