Security Flashcards
From the Salesforce Security Guide & Trailhead modules
What is the bluntest way to prevent a user from seeing, creating, editing or deleting any instance of a particular type of object, such as a lead or opportunity?
Object-level security (also known as object permissions) via Permission sets and Profiles
How can you hide whole tabs and objects from particular users, so that they don’t even know that type of data exists?
Use Object-level security (also known as object permissions) via Permission sets and Profiles
Describe Profiles as defined in Salesforce
Profiles are typically defined by a user’s job function (ex, system administrator or sales representative). A profile can be assigned to many users, but a user can be assigned to only one profile
What do Permission Sets do?
Permission sets are used to grant additional permissions and access settings to users. It’s easy to manage user’s permissions and access with permission sets, because you can assign multiple permission sets to a single user
What are the 3 steps in setting up record-level security?
- Determine the organization-wide sharing settings for each object,
- Define a hierarchy for your users
- Create sharing rules
What is the consequence if you disable a permission or remove an access setting in a profile and any permission sets that are assigned to a user?
The permission or access setting is disabled for all other users assigned to the profile or permission sets
What is the consequence if a permission or access setting is enabled in the user’s profile and you assign them a different profile, or if you remove a permission set from the user?
The user may lose other permissions or access settings associated with the profile or permission sets
What are the following permissions used for:
- View All
- Modify All
it’s used for delegation of object permissions
What are the following permissions used for:
- View All Data
- Modify All Data
It’s used to manage all data in an organization; for example, data cleansing ,deduplication, mass deletion, mass transferring, and managing record approvals
What is the following permission use for:
- View All Users
It’s used for viewing all users in the organization. Grants Read access to all users, so that you can see their user record details, see them in searches, list views, and so on.
Who would typically need the following permissions:
- View All
- Modify All
Delegated administrators who manage records for specific objects
Who would typically need the following permissions:
- View All Data
- Modify All Data
Administrators of an entire organization
Who would typically need the following permission:
- View All Users
Users who view all users in the organization, especially if the organization-wide default for the user object is Private. Administrators with the “Manage Users” permission are automatically granted the “View All Users” permission
There are 4 Salesforce Standard objects for which “View All” and “Modify All” are not available. Which 4 are those?
Ideas
Price books
Article Types
Products
Who is the target audience for permissions that respect sharing?
End-users
Who is the target audience for permissions that override sharing?
Delegated Data Administrators
Where are permissions that respect sharing managed?
CRED object permissions
and
Sharing Settings
Where are permissions that override sharing managed?
“View All” and “Modify All”
For permissions that respect sharing, do you have the ability to approve records, or edit and unlock records in an approval process?
No
For permissions that override sharing, do you have the ability to approve records, or edit and unlock records in an approval process?
It’s available on all objects with “Modify All” access