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所在平台: Udemy |
课程主页: https://www.udemy.com/course/record-level-security-in-salesforce-with-real-time-scenarios/
课程评论：没有评论
课程名称：Salesforce中的记录级安全性与实时场景 课程概述： 您是否曾想过在Salesforce中创建记录后，该记录是否会对组织中的每个用户可见？或者，如何才能不让所有人看到这条记录？如果您有以上疑问但仍未找到答案，那么“记录级安全性”将是解决方案。本课程将帮助您理解记录级安全性，并通过实时项目示例进行讲解。在Salesforce中访问一条记录需要具备记录访问权限。您可能会问，什么是记录访问？记录访问决定了用户可以查看和编辑他们在其配置文件中有权访问的每个对象的哪些具体记录。 您可以通过四种方式控制记录级别的访问权限，这些方式按照访问权限的递增顺序排列： 1. **组织范围默认值（Org-wide defaults）**：组织范围默认值指定了最受限用户应具有的访问的基线水平。您可以利用组织范围默认值来限制数据的访问，然后使用其他记录级安全工具向所需用户开放数据。 2. **角色（Roles）**：角色层级会自动为位于记录所有者之上的用户授予对记录的访问权限。 3. **共享规则（Sharing rules）**：共享规则代表了您组织范围默认设置的例外，它们允许您将记录访问权限扩展到不论在角色层级中的位置的用户。如果您的组织范围共享默认设置为“公开只读”或“私有”，您可以定义规则，给予附加用户访问他们没有拥有的记录的权限。您可以根据记录所有者或记录中的字段值创建共享规则。 4. **手动共享（Manual sharing）**：在某些情况下，定义一个需要访问特定记录组的一致用户的群体是不可行的。记录所有者可以使用手动共享将读取和编辑权限授予那些没有其他访问方式的用户。手动共享不像组织范围共享设置、角色层级或共享规则那样自动化，但它为记录所有者提供了将特定记录分享给必须查看这些记录的用户的灵活性。 课程将覆盖的主题包括：介绍与设置、组织范围默认设置（OWD）、角色、Salesforce中的角色层级、公共组、共享规则以及手动共享等。 通过本课程，您将清晰了解Salesforce中的记录级安全性是如何工作的。祝您学习愉快！
Have you ever wondered?when you create a record in Salesforce. will that record be visible to every user in the org? or How can I not show this record to everyone?If you had the above questions and still don't have answers to the above questions. The answer is Record Level Security. This course helps you understand what is Record Level Security with real-time project examples. In order to access a record in Salesforce, we need record access. you might ask, what is Record access. Record access determines which individual records users can view and edit in each object they have access to in their profile.You control record-level access in four ways. They're listed in order of increasing access. You use org-wide defaults to lock down your data to the most restrictive level, and then use the other record-level security tools to grant access to selected users, as required.1) Org-wide defaultsOrg-wide defaults specify the baseline level of access that the most restricted user should have.Use org-wide defaults to lock down your data, and then use the other record-level security to open up the data to users who need it2) Role hierarchies Role Hierarchy automatically grants access to records for users above the record owner in the hierarchy.3) Sharing rulesSharing rules represent the exceptions to your organization-wide default settingsThey allow you to extend record access to users regardless of their place in the role hierarchy.If you have organization-wide sharing defaults of Public Read Only or Private, you can define rules that give additional users access to records they don't own.You can create sharing rules based on the record owner or field values in the record.4) Manual sharingSometimes it's impossible to define a consistent group of users who need access to a particular set of records.Record owners can use manual sharing to give read and edit permissions to users who don't have access any other way.Manual sharing isn't automated like organization-wide sharing settings, role hierarchies, or sharing rules.But it gives record owners the flexibility to share particular records with users that must see them.Topics covered in this course:Introduction and SetupOrganization-Wide Defaults or OWDRolesRole Hierarchy in SalesforcePublic GroupsSharing rulesManual SharingOverall Record level securityBy the end of this course. you will have a clear picture of how Record Level Security works in Salesforce.Happy Learning to you!!!
