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  1. List the four ways to control access to records. Describe situations in which to use each of the four record-level security controls. Explain how the different record controls interact with each other. Set org-wide sharing defaults to control access to records.

  2. Jun 11, 2023 · Salesforce calls its tables “objects,” its rows “records,” and its columns “fields.” Objects can be structured using fields and records, and object relationships allow you to relate objects to...

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  3. Record-level sharing settings, user roles, and sharing rules control the individual records that users can view and edit. Set Up Your Users’ Object, User, and Field Permissions. Salesforce provides a flexible, layered data sharing design so admins can control user access to data.

  4. Record-level access (called “Sharing” in Salesforce) determines which records a user can see for a particular object, using the following tools: Organization-wide defaults. Role hierarchy. Territory hierarchy. Sharing rules. Teams. Manual sharing. Programmatic sharing.

  5. When an object has its organization-wide default set to Private or Public Read Only, Salesforce uses access grants to define how much access a user or group has to that object’s records. Each access grant gives a specific user or group access to a specific record.

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  6. A dataset is analogous to a table in a database. It organizes data by columns and rows. A dataset stores data in a file storage system, where data is orga...

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  8. Feb 13, 2024 · What is a Record Type in Salesforce? Short answer: A Salesforce Record Type is a way to group records within a specific object. Longer answer: Imagine you have a form to fill out, but the information you need to put in changes depending on the situation.

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