Скачать или смотреть Salesforce permission sets and permission: What to do after Salesforce Spring '26

Brace yourselves! It's time to assess your security posture.
Salesforce is transitioning permissions and object access rules from profiles to permission sets in a few years.

▪ Permission Sets & Persona-Based Approach: With the ability to create permission-set groups and persona-based access, you can tailor security to different roles like salespeople, managers, support, and more. A persona-based approach ensures granular access that aligns with job roles.

▪ Persona-Based Insights: Take a closer look at your organization's personas and structure. Whether it's sales, support, or shipping, each group should have specific data access. Leverage permission sets to refine access for similar roles while maintaining flexibility.

▪ Security as a Priority: Security often takes a back seat in the rush to release new features. With Salesforce at the core of business processes, now is the opportune moment to reinforce security measures.

▪ Educational Resources: If you're navigating the world of permission sets, Saurabh Gupta mentions a helpful PDF, and Salesforce offers a video stream with in-depth insights into who sees what and why. Empower your team with the knowledge needed to manage permissions effectively.

Lastly, prepare for the transition by understanding your current setup, evaluating future needs, and ensuring a seamless shift for a secure Salesforce environment.

Download the Salesforce Security PDF for Free. Link in the Comment

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