Showing posts tagged with:
This diagram provides a high-level overview of Salesforce Sharing Architecture concepts and platform capabilities. This is the second in a five-part Salesforce Architecture reference series covering core application and system architecture topics. Salesforce Sharing Architecture (PDF)
A fit-for-purpose sharing architecture is one of the fundamental elements that underpin a secure and performant Salesforce implementation. The sharing architecture defines the record-level visibility model and should be subject to periodic review and refinement to reflect shifting organisational factors. The most efficient sharing models make full use of implicit sharing via the Role Hierarchy, […]
This brief post serves to clarify the sharing model related to Activities, i.e. Task and Event. For most implementations a public sharing model for Activity is highly appropriate and a necessary element of the CRM process. In some cases however a private model is required, perhaps where strict visibility rules must be applied in respect […]
Finally, this post concludes a series exploring record access considerations with the different portal user license types. This post covers the Partner Portal type. By way of reminder, the decision tree below should be used when making the high-level decision on the appropriate license type for the different user populations within your portal. Partner Portal […]
An interesting addition to the Summer ’12 release is the pilot of separate OWD settings on custom objects for external users. For example, a custom object may have public read-write sharing for internal users and private sharing for external users. In many cases this will simplify the sharing model significantly as the rules below have […]
This post is the second in a series exploring record access considerations with the different portal user license types. This post covers the Customer Portal Enterprise Admin type. By way of reminder, the decision tree below should be used when making the high-level decision on the appropriate license type for the different user populations within […]
When designing portal solutions on the Force.com platform it is imperative to understand the sharing model implications of the user licenses and related base user profiles in play. In this post I’ll outline the key considerations in respect to record access for high-volume portal user license types; Authenticated Sites (aka Platform Portal) and Service Cloud […]
