User Management Flashcards
a username must be what?
unique
A users____determines which features the user can access in Salesforce
license
______ determine what users can do in Salesforce ans each user can only have one
profile
____determine what users can see in Salesforce based on where they are located in the___ hierarchy
Roles , role
An ___is a short name to identify the user on list pages, reports, or other places where their entire name doesn’t fit
alias
Users must have a username in the format of an ______
email address
Usernames must:
When you create a user, you can:
generate a new password
what are the 4 main levels of data access
org, objects, fields and records
highest level of data security
org
___–___ security provides the simplest way to control which users have access to which data
Object–level
You can use ___–____ security to restrict access to content, even for objects a user has access to.
field–level
To control data with greater precision, you can allow particular users to view an object, but then restrict the individual object _____ they’re allowed to see.
records
____–____ defaults specify the default level of access users have to each others’ records.
Organization–wide
____ _____ open up access to those higher in the hierarchy so they inherit access to all records owned by users below them in the hierarchy.
Role hierarchies
____ _____ enable you to make automatic exceptions to organization–wide defaults for particular groups of users, to give them access to records they don’t own or can’t normally see
Sharing rules
____ _____ allows owners of particular records to share them with other users.
Manual sharing
The permissions on a record are always evaluated according to a combination of what?
object, fields and record level permissions
Only the record owner, and users above that role in the hierarchy, can view, edit, and report on those records.
Private
All users can view and report on records but not edit them. Only the owner, and users above that role in the hierarchy, can edit those records.
Public Read Only
All users can view, edit, and report on all records.
Public Read/Write
A user can perform an action (such as view, edit, or delete) on a contact based on whether he or she can perform that same action on the record associated with it.
Controlled by Parent
Field-level security allows you to:
Restrict access to certain fields on object record
You can manage record-level access in your organization using:
Org wide defaults, role hierarchies, sharing rules and manual sharing
