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Salesforce Sharing Using Enterprise Territory Management 

SteveTechArc
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In this video we dive into Salesforce Enterprise Territory Management from a perspective of Record Level Security. We look at the components that affect the sharing of Records.
I also demonstrate how a geography based Territory Hierarchy Model can have a Custom Hierarchy with separate assignment rules.
This video is in the Salesforce Security Spectacular.
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#salesforce #architect #security #territory
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27 сен 2024

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Комментарии : 5   
@BasedTeeth
@BasedTeeth 7 месяцев назад
Good explanation. Thanks for sharing.
@stevetecharc
@stevetecharc 7 месяцев назад
Glad it was helpful! Let me know if you have other topics, I am gearing up for more.
@davidb7476
@davidb7476 2 месяца назад
Thank you very much from Spain! This video helps me!
@cburt22ify
@cburt22ify 6 месяцев назад
Thanks for this video, excellent explanation. Perhaps I missed this in the video, but how do OWD's figure into territory management? For example, if my OWD on the Opportunity object is 'Public Read/Write', but while setting up territory management I stipulate that users in a territory CANNOT access Opportunities they do not own in within their territory, is this going to override my 'Public Read/Write' setting? My OWD is basically saying that any user (with the proper read, edit object access) can view any Opportunities, but will this Territory Setting now render that moot? I think I remember reading somewhere that in the event you have one of these security contradictions in Salesforce, the system takes whatever is the most open of the options, so would that mean that my OWD renders my territory settings moot?
@8087977107
@8087977107 4 месяца назад
Territories can "open up" access restricted by OWD. If OWD is already giving more access, i believe that'd make territory settings moot as you said.
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