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Additional Features that Control Data Access
Salesforce offers many optional features that allow you additional control over what data your users can access. As you decide which features to configure for your Salesforce org’s data access strategy, review these features and their applications.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| The available user and data management options vary according to which Salesforce Edition you have. |
| Feature | Description | Resources |
|---|---|---|
| Account Teams | Allow users to collaborate on account records more easily. An account owner, a user above the owner in the hierarchy, or an admin can add team members and specify the access level each team member has to the account record. Account teams can be more efficient than manually sharing an account record with individual team members or requiring the admin to set up public groups and sharing rules for the team’s access to the account. |
Collaborate on Accounts by Using Teams |
| Apex Sharing | Build sophisticated custom logic to define record-level access. Apex sharing can be used when record access requirements can’t be met by other sharing features. For example, use for integrating existing external data access systems, very large sharing volumes, or for team functionality on custom objects. |
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| Case Teams | Create case teams to help groups of people work together to solve cases. For example, a case team can include support agents, support managers, and product managers. | Case Teams |
| Compliant Data Sharing | Only available in Financial Services Cloud. Configure advanced data sharing rules that are in compliance with regulations and company policies | Compliant Data Sharing |
| Data Spaces | Only available in Salesforce Data Cloud. Organize your data for profile unification, insights, and marketing in Data Cloud. You can segregate your data, metadata, and processes into categories, such as brand, region, or department, and then enable users to see and work on data only in the context of their category. | Manage Data Spaces |
| Enterprise Territory Management | Define record access and ownership based on geographic territories. Use if your teams’ account coverage is based on territories. | Enterprise Territory Management |
| Folder Sharing | A folder is a place where you can store reports, dashboards, documents, files, or email templates. Folders can be private or shared with other users. You control who has access to its contents based on assigned permissions, roles, public groups, and territories. You can make a folder available to your entire organization, or make it private so that only the owner and users with certain permissions have access. | Access Levels for Report and Dashboard Folders Select Which Users Can Create and Share Email Template Folders Create and Edit Email Template Folders in Salesforce Classic |
| Opportunity Teams | Allow users to collaborate on opportunity records more easily. An opportunity owner, a user above the owner in the hierarchy, or an admin can add team members and specify the access level each team member has to the opportunity record. Opportunity teams can be more efficient than manually sharing an opportunity record with individual team members or requiring the admin to set up public groups and sharing rules for the team’s access to the opportunity. |
Collaborate on Deals with Opportunity Teams |
| Queues | Manage and assign records to teams who share workloads. Queue members and users higher in the role hierarchy can access queues from list views and take ownership of records in a queue. Queues are available for cases, contact requests, leads, orders, custom objects, service contracts, and knowledge article versions. |
Set Up Queues |
