Set Up Record Access for Your Users

Learn About Data Security

Data Security

Who Sees What Series: Lightning Experience

Implicit Sharing

Salesforce Well-Architected: Secure

Salesforce Architects: Platform Sharing Architecture

Plan Your Access Control Setup

Best Practices for Optimizing Sharing Performance

Designing Record Access for Enterprise Scale

Set Baseline Record Access with Organization-Wide Defaults

Organization-Wide Sharing Defaults

Set Your Internal Organization-Wide Sharing Defaults

External Organization-Wide Defaults Overview

Extend Record Access Vertically with the Role Hierarchy

Controlling Access Using the Role Hierarchy

Create a User Role

Guidelines for Success with Roles

Configure Public Groups and Queues for Record Access

Public and Personal Groups

Create and Edit Public Groups

Create Queues

Grant Additional Record Access with Sharing Rules

Sharing Rules

Create Sharing Rules

Sharing Rule Considerations

Share Individual Records with Manual Sharing

Manual Sharing

Manual Sharing Considerations

Give Site Users Access with Sharing Sets and Share Groups

Create a Sharing Set for Experience Cloud Site Users

Use Share Groups to Share Records Owned by High-Volume Experience Cloud Site Users

Manage Users’ Record Access

Viewing Which Users Have Access to Your Records in Lightning Experience

Considerations for Making Sharing Updates

Defer Sharing Calculations

Filter Record Access Using Restriction Rules

Restriction Rules

Create a Restriction Rule

Restriction Rule Example Scenarios

Use Scoping Rules So Users Can Focus on Specified Records

Scoping Rules

Create a Scoping Rule

Scoping Rule Example Scenarios

Troubleshoot Access Control Issues

Troubleshoot Object and Record Access Issues

Troubleshoot Feature Access Issues

Additional Considerations for Troubleshooting Access Issues

Example Queries for Troubleshooting Access Issues