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Object, Field, and Record Level Security
Data governance policies in Data 360 control access to data at different levels such as object, field, and row, based on user roles, attributes, or relationships.
Examples
Here are some examples of the different levels of access that you can control.
- Object-Level Security (OLS): The Customer_Orders object is accessible to users in the Sales department who are assigned to the appropriate data space.
- Field-Level Security (FLS): Hide the Credit Card Number field for users outside the finance team.
- Record-Level Security (RLS): Show customer records from a specific region to a
user, or display only the records they own by comparing data from the protected object
with attributes of the logged-in user. All supported attributes are Salesforce IDs stored
in 18-character format:
- User ID – Unique ID of the logged-in user
- Role ID – User’s Salesforce role
- Org ID – User’s Salesforce organization
- RLS with Joins: Extends record-level security by allowing access rules to reference external mapping or lookup tables, enabling more dynamic and context-aware access conditions. For example, you can create a permit access policy to allow users to access opportunity records if those records are owned by them or by someone in their reporting chain, based on the manager hierarchy.
- RLS with Hierarchy: Allows you to set access rules based on reporting structures from Salesforce CRM, such as manager or role hierarchies. You can create a policy rule so that a manager automatically sees records owned by them and their team, while team members can view only their own records.
- Create an Object or Field-Level Access Policy in Data 360
In data governance, define who can access specific data objects or fields based on user and data attributes. Create either object-level or field-level access to users. - Create a Record-Level Policy in Data 360
Define who can access specific records within an object based on user and data attributes. - Ingest Hierarchical Data
Bring Salesforce CRM organizational hierarchies such as Role, Manager, and Territory into Data 360. After ingestion, you can reference these hierarchies in hierarchy-based record-level security (RLS) policies.
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