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Salesforce Platform App Builder Certification Handbook by Siddhesh Kabe

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Restricting data access

The most crucial part of any enterprise-level application (built on Salesforce or otherwise) is the control of data. The litmus test for the effectiveness of an enterprise-level application is the way in which we restrict unauthorized access to data.

The following diagram illustrates the record sharing in an organization:

Restricting data access

The four records A, B, C, and D are evenly distributed between the reps and the Manager. Rep 1 should only see record A, Rep 2 should only see record B, and so on.

At the top of the chain, the Super Manager can see all the records under him.

Before we design the application, we first need to consider the stakeholders ...

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