Setting up security

Keep the following points in mind while setting up security:

  • First consider the user who has least possible visibility of the objects. Set up the organization wide defaults based on them.
  • Then, prepare the matrix for the users who have access to other objects. Prepare their profiles and permission sets based on that.
  • Finally, set up the role hierarchies to enable mutual sharing of the objects.
  • The remaining odd records can be shared using sharing rules.
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