We have already covered major aspects that control the overall privacy and security in Salesforce. However, records play a vital role in storing data of objects and fields in the organization. Admins need to focus on generating better facilities to protect individual records. This is why Record Level Security in Salesforce is crucial to safeguard the database.

Today, we are going to provide you with the fundamental details of Record Level Security and its benefits in Salesforce.

What is Record Level Security?

It is quite obvious that Record Level Security controls the permission level of records. Every user has a separate set of rules to access the system and edit the objects accordingly. Although, you can quickly view the active record depending on the permissions present in your profile. Thus, any unauthorized account can’t access such objects, either externally or internally.

record level security in salesforce

Once you get the appropriate security clearance, it doesn’t mean you can directly access the records. The final grant still depends on the combination of Object, Field, and Record Level Security. In case any disruptancy occurs, the set with more restrictive permissions will win the conflict. Therefore, it is important to allocate the permissions carefully to every user in the organization.

How to Implement Record Level Security in Salesforce?

There are a total of four different ways in which you can implement such security restriction in Salesforce,

  • Sharing Rules
  • Organization-Wide Default
  • Manual Sharing
  • Role Hierarchy

We will learn more about these methods in the upcoming blogs. So, stay tuned!

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