5

I know what each of these things are, but I have a hard time articulating it to non salesforce people. I suspect there is a tool out there that unpacks it in a visual way and makes it all more memorable and intuitive. Does anyone have a good visual representation of these salesforce terms?

4
  • 1
    This slideshare has a good amount of visual slides around this. Maybe you will find one that helps it stick: slideshare.net/Salesforce/…
    – Eric
    Apr 25, 2017 at 23:12
  • 2
    the 'who sees what' video series is generally well regarded. youtube.com/playlist?list=PL6747B4DAE356E17C
    – gorav
    Apr 26, 2017 at 0:47
  • 2
    At a basic level, you can compare user permissions (profiles/permission sets) to driver's licenses, and sharing settings (roles/sharing rules) to local laws that restrict licensed users. Almost everyone that's driven a car understands this analogy. You can then carry on with all sorts of specific examples. You can't drive a semi without a commercial license, and you can't drive a semi in areas where it's restricted. You'll often find there's all sorts of real-life analogies you can draw from; the actual ideas are not that foreign to most people.
    – sfdcfox
    Apr 26, 2017 at 3:36
  • 2
    The easiest way I explain Profiles and Sharings to my junior developers is: Profiles dictates what users can do with object and Sharings is what records user can see. I would add that Permission sets are same as Profiles and roles are same as Sharings but both can be added separately. Profiles and Sharings are the basic concept to understand. Sep 4, 2018 at 12:18

2 Answers 2

6

You can check this link http://hellosnl.blogspot.com/2017/08/salesforce-security-concepts.html

Also check this image enter image description here

1

This video from the 'Who Sees What' series does a good job of explaining the differences at a high-level.

I'd recommend doing the Data Security trailhead for even more clarification.

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .