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In today’s data-driven world, securing sensitive information while enabling collaboration is crucial for every organization. This book empowers you to unlock the full potential of Salesforce’s sharing and visibility architecture, balancing access and security to create scalable solutions for your organization. Whether you’re a Salesforce admin, architect, or consultant, this book equips you with the tools and insights needed to implement best-in-class sharing models.
From configuring role hierarchies and organization-wide defaults to implementing advanced techniques like Apex-managed sharing,
Unlocking Salesforce Data walks you through near real-world use cases, ensuring your architecture is optimized for performance and compliance. It explains the different layers of Salesforce’s sharing architecture—from role hierarchies and sharing rules to more advanced topics like Apex-managed sharing and manual sharing strategies.
You’ll also learn how to balance accessibility with data protection and how to customize your sharing settings to meet your organization's specific needs. By the end, you'll be equipped to design scalable, efficient sharing models that align with your organization's objectives and compliance requirements.
You will:
- Configure sharing settings, including object- and field-level security.
- Understand advanced sharing techniques, including Apex-managed sharing and manual sharing.
- Apply best practices for optimizing sharing architecture for performance and security.
List of contents
Chapter 1: Introduction to Salesforce Data Security & Sharing.- Chapter 2: Profiles and Permission Sets: Unlocking the Power of Access Control.- Chapter 3: Role Hierarchies and Organization-Wide Defaults.- Chapter 4: Sharing Rules and Manual Sharing.- Chapter 5: Advanced Techniques: Apex-Managed Sharing and Beyond.- Chapter 6: Optimizing and Troubleshooting Your Sharing Model.- Chapter 7: Case Studies & Sample Exam Questions for Salesforce Sharing & Visibility.
About the author
Sandhya Sharma is the Co-leader for Salesforce Women In Tech Group Hyderabad (India). She is a dynamic Salesforce professional with a passion for innovation, currently making an impact in the nonprofit sector. With expertise across multiple Salesforce clouds—Sales, Finance, Service, Salesforce Field Service, and Health Cloud—she holds 18 Salesforce certifications, along with a MuleSoft, 2 Amp Impact Certifications, and 1 Scale Up Archs certifications. Driven by her goal to achieve the prestigious Certified Technical Architect (CTA) certification, Sandhya is committed to continuous growth and excellence. A frequent speaker at events such as MuleDreamin'24 and numerous community conferences, she is also contributing to other Trailblazer groups in Hyderabad and India and volunteering for Hyderabad Trailblazin’. Outside of her professional journey, she is a proud mother of two.
