Sharing & Visibility Architect

Part 1: Who Sees What (Foundations: See)

The building, the offices and the built-in sharing: everything Salesforce does before you design anything. Open to admins and developers; can be taken on its own.

• Thinking Like a Security Architect · coming soon
• Profiles, Permission Sets and Permission Set Groups · coming soon
• Field-Level Security and Hiding Data · coming soon
• Steve’s 22 Ways to Share a Record · coming soon
• Org-Wide Defaults, Ownership, Queues and the Role Hierarchy · coming soon
• Relationships and Built-In Sharing · coming soon

Part 2: Designing the Sharing Model (Practitioner: Design)

Opening up, taking away, external users, other data, and proving it works.

• Groups and Sharing Rules · coming soon
• Manual Shares, Teams and Sales Territories · coming soon
• Taking Access Away: Restriction and Scoping Rules · coming soon
• Programmatic Sharing and Secure Code · coming soon
• Sharing with External Users · coming soon
• Files, Folders, Reports and Other Data · coming soon
• Testing the Security Model · coming soon

Part 3: Protecting Data at Scale (Advanced: Direct)

Sensitive data, monitoring, scale, Data 360 and agents, and the judgment to review a model.

• Sensitive Data: Classification, Encryption and Tokenization · coming soon
• Monitoring and Auditing Access · coming soon
• Sharing at Scale · coming soon
• Data 360 Access Control · coming soon
• What Agents Can See · coming soon
• Reviewing a Security and Sharing Model · coming soon
• What I Would Architect: Sharing Edition · coming soon