Description

Introduction

Salesforce Sharing & Visibility Architecture focuses on designing secure, scalable, and performance-driven data access models within Salesforce. It covers organization-wide defaults (OWD), role hierarchy, sharing rules, manual sharing, teams, territories, restriction rules, and advanced record-level security concepts. This training enables professionals to architect robust data visibility models that align with complex business requirements while maintaining compliance, governance, and optimal system performance across Sales Cloud, Service Cloud, and Experience Cloud environments.

Learner Prerequisites

• Basic understanding of Salesforce navigation and setup
• Knowledge of profiles, permission sets, and object-level security
• Familiarity with roles, users, and standard objects
• Basic understanding of data modeling in Salesforce
• Experience with real-time Salesforce administration is recommended

Table of Contents

1. Fundamentals of Salesforce Security Architecture
1.1 Overview of Salesforce Security Layers
1.2 Object-Level vs Field-Level vs Record-Level Security
1.3 Data Access Evaluation Order
1.4 Security Model Design Principles

2. Organization-Wide Defaults (OWD) & Role Hierarchy
2.1 Understanding OWD Settings and Access Types
2.2 Private, Public Read Only, Public Read/Write Models
2.3 Grant Access Using Hierarchies
2.4 Designing and Optimizing Role Hierarchies

3. Sharing Rules & Manual Sharing
3.1 Owner-Based Sharing Rules
3.2 Criteria-Based Sharing Rules
3.3 Guest User Sharing Rules
3.4 Manual Sharing and Apex Managed Sharing

4. Teams, Territories & Advanced Sharing
4.1 Account Teams and Opportunity Teams
4.2 Enterprise Territory Management
4.3 Territory Hierarchies and Assignment Rules
4.4 Collaborative Forecast Sharing Impacts

5. Restriction Rules & External Sharing
5.1 Introduction to Restriction Rules
5.2 Scoping Rules in Lightning Experience
5.3 Experience Cloud Sharing Considerations
5.4 Sharing for Partner and Customer Users

6. Apex Sharing & Programmatic Security
6.1 Apex Managed Sharing
6.2 With Sharing vs Without Sharing Keywords
6.3 Enforcing CRUD and FLS in Code
6.4 Sharing Recalculation and Performance

7. Performance, Governance & Best Practices
7.1 Sharing Model Impact on Performance
7.2 Large Data Volume (LDV) Considerations
7.3 Debugging Access Issues
7.4 Security Review & Compliance Strategies

Conclusion
This training equips learners with the expertise to design and implement secure, scalable, and performance-optimized sharing and visibility architectures in Salesforce. By mastering OWD, role hierarchy, sharing rules, territories, restriction rules, and Apex-based sharing, professionals can ensure precise data access control while supporting complex enterprise business structures.