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Object and field permissions versus record-level sharing

Key Takeaway

Object permissions set the ceiling, and record-level sharing decides which records fall under it, so org-wide defaults can never give a user more access than their object permissions allow.

Salesforce controls data access in layers. Object and field permissions decide what kinds of data a user can work with at all. Record-level sharing then decides which individual records of that object the user can see and edit, so a user needs both layers to reach a record.

Two layers of data access

Object and field permissions form the first layer. Record-level sharing (or simply sharing) forms the second.

What it decidesWhere you set it
Object permissionsWhether a user can create, read, edit, or delete records of an object type, such as leads or opportunitiesProfiles, permission sets, and permission set groups
Field permissions (field-level security)Whether a user can read or edit the value of a particular fieldProfiles, permission sets, and permission set groups
Record-level sharingWhich individual records of that object the user can see and editOrg-wide defaults, the role hierarchy, sharing rules, and manual sharing
Platform Administrator Study Guide

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Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example: Teams, Sharing hierarchy, public groups, org-wide defaults, sharing: roles, subordinates, role hierarchy, report and dashboard folders)

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