GrowEstate_Data_Security. Salesforce pptx

Salesforce or by purchasing additional add-ons. For example, the current limit is 6MB of Apex code per org but this can be increased on a case by case basis by Salesforce Support.

1. GrowEstate - Data Security Overview Org-Level, Object-Level, Field-Level, and Record-Level Security

2. 1. Org-Level Security • Controls access to the entire Salesforce organization • Implemented via Login Access Policies, Password Policies, and Licenses • Example: Only authorized users with Salesforce licenses can log in

3. 2. Object-Level Security (Profiles & Permission Sets) • Defines access to specific objects • Example Profiles: - Agent: Limited CRUD on Clients, Properties, Deals - Manager: Full CRUD on Clients, Properties, Deals - Finance: CRUD on Payments, Read Deals/Clients - Legal: CRUD on Agreements, Read Deals/Clients

4. 3. Field-Level Security • Restricts access to sensitive fields within objects • Example: - Agents: Can view Client Email & Phone - Budget & Notes restricted from Agents • Managers, Finance, and Legal see more sensitive data

5. 4. Record-Level Security • Uses OWD, Sharing Rules, and Manual Sharing • OWD (Org-Wide Defaults): Controls baseline access • Sharing Rules: Extend access (e.g., Agents → Managers) • Manual Sharing: Users share records temporarily

6. 5. Example Sharing Rules • Clients: Agents → Managers (Read/Write) • Properties: Active Properties shared with Agents • Deals: Agents → Finance (Read Only), Agents → Managers (Read/Write) • Agreements: Agents/Managers → Legal (Read/Write) • Payments: Agents/Managers → Finance (Read/Write)

7. 6. Manual Sharing • Agents can share Client/Property records with other agents • Managers can share Agreements with Legal • Finance can share Payment records with Managers for approval