Скачать или смотреть What Are Best Practices For Salesforce Dashboard Permissions? - Sales Saas Breakdown

What Are Best Practices For Salesforce Dashboard Permissions? Are you looking to manage your Salesforce dashboards more effectively and securely? In this detailed video, we’ll cover best practices for setting dashboard permissions in Salesforce to keep your data safe and your team productive. We’ll explain how dashboards are stored in folders and how controlling access at the folder level simplifies permission management. You’ll learn how to assign user roles with specific permissions like viewing, creating, or managing dashboards, ensuring users only have access to what they need. We’ll also show how Enhanced Folder Sharing allows for more granular control, with roles such as Viewer, Editor, and Manager, so you can tailor access precisely to each team member’s responsibilities.

Additionally, we’ll discuss the importance of selecting the right running user for dashboards, which determines what data is visible to users. Applying the principle of least privilege helps minimize the risk of data leaks or accidental modifications. We’ll also share tips on using sharing rules and field-level security to further restrict sensitive information, along with the importance of regularly reviewing access permissions to keep your data protected.

Finally, we’ll highlight extra security measures like login restrictions and two-factor authentication to prevent unauthorized access. By planning your folder structure and permissions early, you can ensure your dashboards are both useful and secure. Join us to learn how to implement these best practices for optimal dashboard management in Salesforce.

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