Part 3 – Sharing Rules

So far, we’ve learned how to configure the base level of access to records using the Organization-Wide Defaults (OWD), and then opened up vertical access through the Role Hierarchy. Now we will review … Continue Reading

Part 2 – Role Hierarchy

In our first post, we discussed whether “To Share or Not to Share” your Salesforce data with Organization Wide Defaults or OWD. We outlined the basics and reviewed how best to architect your … Continue Reading