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Force Platform Fundamentals: An Introduction to Custom Application Development in the Cloud by Andrea Leszek, Adam Gross, Nick Tran, Dave Carroll, Caroline Roth, Chris McGuire

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Putting It All Together

Congratulations! We’ve just implemented all of our required security and sharing settings, first by defining object-level access with profiles, then by securing field-level access with field-level security, and finally by defining record-level access using org-wide defaults, role hierarchies, sharing rules, and manual sharing.

We learned about the difference between object-, field-, and record-level security, and how profiles and roles work together to first determine the objects and tabs that a user can possibly use, and then the specific records that the user can actually access and edit. We also learned ways to set up other profile-based features like record types to improve both our data integrity and our app’s usability. ...

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