Salesforce Sharing: OWD, Ownership, and Role Hierarchy

Опубликовано: 19 Июнь 2026
на канале: SteveTechArc
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In this guide, we delve deep into the nuances of Salesforce's record level security. We'll explore concepts like Organization-Wide Defaults (OWD), the significance of record ownership, and how the role hierarchy can influence data visibility.

This also includes a Demo:

-Setting OWD to Private
-Creating Role hierarchy
-Assigning Users to Roles
-Checking visibility
-Changing Record Owner
-Checking visibility for Owner and Roles above.

This video is in the Salesforce Security Spectacular.

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