Data Visibility and Access | Salesforce Who Sees What Ch. 1

Introduction to Data Visibility in Salesforce00:00:00

This video introduces the concept of data visibility and access in Salesforce, outlining the various layers of access controls that determine what users can see within an organization.

Understanding the Layers of Access Control00:00:22

The video breaks down access control into four main layers: Organization Access (who can log in), Object Access (what types of data users can see, like accounts or contacts), Record Access (which specific records users can see), and Field-Level Security (which individual fields within a record are visible).

Setting Up Organization Access (AW Computing Example)00:01:22

Using AW Computing as an example, the video demonstrates how administrators can set up organization access by defining trusted IP ranges within Salesforce setup, specifically under 'Security Network Access'.

Configuring Object Access with Permission Sets00:02:11

To control object access, the video explains the use of permission sets. It shows how to create and assign permission sets to extend or grant users access to various objects without altering their profiles, found in 'Administration Setup' under 'Users | Permission Sets'.

Managing Record Access with Role Hierarchies00:02:47

For managing record access, the video highlights the importance of role hierarchies. It shows how to find and configure roles within the 'Administration setup' area under 'Users', allowing administrators to add, edit, or delete roles and assign them to users.

Implementing Field-Level Security00:03:11

The final layer discussed is field-level security. The video illustrates how to hide sensitive fields, such as 'Discount Percentage' on opportunities from specific profiles like Sales Operations, by navigating to 'Security' in the 'Settings' area and then 'Field Accessibility'.

Conclusion and Further Learning00:03:43

The video concludes by summarizing the methods to set up visibility and data access and encourages viewers to watch other videos in the series, consult Salesforce Help, or visit Salesforce Trailhead for more in-depth learning.