In this lesson, we cover Roles and the Role Hierarchy.
In this lesson, I discuss how to edit the Role Hierarchy. I also recommend capturing a snapshot of the current state of the Role Hierarchy before making any edits to it.
In this lesson, I demonstrate Organization-Wide Defaults.
Resource:
Control Access to Records - Trailhead - https://trailhead.salesforce.com/en/content/learn/modules/data_security/data_security_records
Newer admins often confuse Profiles and Roles. Salesforce realizes this fully, and fashions the security questions on the Administrator Exam accordingly. Their goal is to ascertain that you know the difference between the two, and that you can figure out various security based scenarios.
2 Comments