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30 Cards in this Set
- Front
- Back
- 3rd side (hint)
What is the sharing model and what are its implications for record and field data? |
the sharing model helps determine the org wide default settings for objects
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the most restricted user - 2 questions |
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What kind of record/data access does "controlled by parent" allow? |
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What kind of data access does "grant access by hierarchies" allow? |
managers and higher will have same levels of access as their employees for that object - if disabled they won't be able to access depending on org defaults |
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Compare benefits of using profiles vs sharing rules for managing data access |
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2 benefits |
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What tools are in place to manage portal/communities security settings? |
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3 options |
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How can record types be leveraged for data access/security? |
unique page layouts |
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What is territory management? |
an account sharing system that grants access to accounts based on the characteristics of the accounts. enables structure your Salesforce data and users the same way you structure your sales territories. |
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How does territory management impact sharing rules, or visa versa? |
Your role hierarchy interacts with your org’s sharing model to determine exactly what information a user can see, given the sharing setting is selected to use hierarchies. For forecasts, a user’s role always determines which information he or she can view, regardless of the sharing model. in a Private sharing model, a user’s role determines his or her access to other users’ data. in a Public Read/Write or Public Read Only org, users can view (and edit, for Public Read/Write) information of all other users, in addition to having access to the data of users below them in the hierarchy. |
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when would you use permission sets? |
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one and many hiring manager Shelly |
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when would you use custom profiles? |
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in stone |
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when would you use delegated administration? |
assign limited admin privileges to users in your org who aren’t administrators.
For example, let’s say you want the Customer Support team manager to manage users in the Support Manager role and all subordinate roles. Create a delegated admin for this purpose so that you can focus on other administration tasks.
To delegate administration of particular objects, use object permissions, such as “View All” and “Modify All,” instead. |
call center employees |
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What can you do at the org level for security? |
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4 options |
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What does object level security provide? |
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2 points |
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What does field level security provide? |
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granular, only half the permissions |
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What are the ways you can manage record level access? |
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4 ways |
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How do org-wide defaults help manage record level access? |
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2 points, lock down |
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How do role hierarchies help manage record level access? |
open up access to those higher in the hierarchy |
open |
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How do Sharing rules help manage record level access? |
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open, 3 points |
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How does manual sharing help manage record level access? |
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vacation |
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On what does a profile's functionality in an org depend? |
user's SF license type |
licenses |
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Compare and contrast use of page layouts vs field permissions to manage security |
both - control visibility of fields layout - only on detail and edit pages field
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when you need to make absolutely sure...SSN |
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Explain field level security as it relates to the object |
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When object and record level permissions conflict, which wins? |
the more restrictive |
conservative |
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compare permissons to default org defaults regarding access |
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all records vs records not owned |
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compare role hierarchies vs sharing rules in how they open access |
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directional |
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What determines the object baseline permissions for a user? |
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2 items, if applicable |
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What are the 3 components of a sharing rule? |
best to use only when users are easy to define in advance and don't change a lot |
stability |
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What are the benefits of territory management? |
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5 benefits |
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What can delegated admins do? |
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8 things |
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5 areas where roles impact access |
Record access - role hierarchy Reports - ability to drill down Forecasts - forecast hierarchy auto-generated by role hierarchy Folders - access Knowledge - access |
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