Data Model Flashcards
Lookup relationship
It’s a one to one or one to many relationship
master-detail relationship
a master and a detail
Formula fields and Roll-Up Summary fields
Formula fields calculate values using fields within a single record, roll-up summary fields calculate values from a set of related records
Levels of data access
Org list of authorized users, password policies, limit logins to certain hours & locations
Objects : permissions n a type of object, CRUD
Fields : restrict access to certain fields
Records : exempl you can edit you own reviews but not the reviews of other
Org-wide defaults : the default level of access users have to each others’ records. org-wide sharing settings are used to lock down your data the moste restrictive level.
Role hierarchies : each role in he hierarchy should represent a level of data access that a user needs.
Sharing rules : automatic exceptions to org-wide default, are used to give additional users access to records.
Manual Sharing : allows owners of particular records to share them with other users.
PS Groups
useful when users who need permissions have different job titles and responsibilities. by using a PS group,
Permission Sets are collections of settings and permissions. Profiles allow users to perform some tasks, but permission sets allow additional tasks (tasks not enabled by profiles). For example, you can add permissions to create and customize list views, activate contracts, or any number of other permissions.
Permission Set Groups bundle permission sets together. Users assigned to a permission set group receive the combined permissions of all the permission sets in the group. Permission set groups correspond to the job functions of users.