Скачать или смотреть Introduction and Setup | Record Level Security in Salesforce | EP 1| salesforce admin tutorial

Introduction and Setup | Record Level Security in Salesforce | EP 1| salesforce admin tutorial

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Topics
00:08 Introduction
00:49 Object and field setup in salesforce
03:14 Profiles setup.
04:45 view all and Modify all
06:22 Object-level access to the profile
06:51 Technician profile
07:40 Finance profile
08:23 TrainingAdmin profile
08:40 System Administrator profile
10:25 how to check users connected to a profile.
11:46 requirements/use case


Notes
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Object setup
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Name: Service Request
Object Type: custom Object
==========================
Fields :
==========================
Subject
Description
Budget Amount
Actual Amount

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Profile setup:
************************************
Technician
Finance
Training Admin
System Admin

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Requirement
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1) All Service Request Records shouldn’t be visible to everyone. Whoever creates the service request, should be seeing the record
2) Service Request Records should be visible to the top management
3) Service Request Records to be shared with the Global Finance public group
4) Ad hoc Service Request, top management, and record owner need to share the records



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