Resources

• Trailhead
  • Module: Data Security
  • Unit: Control What Your Users Can Access
  • Unit: Control Access to Records
  • Project: Protect Your Data in Salesforce
  • Territory Management Basics
  • Unit: Community Users and Sharing Sets
  • Trailmix: Architect Journey: Sharing and Visibility
•  General
  • Help & Training: Sharing Settings
  • Salesforce Data Security Model — Explained Visually
  • Salesforce Security Guide
• OWD
  • Help & Training: Org Wide Sharing Defaults
  • Salesforce Security Guide: Organization-Wide Sharing Defaults
  • Salesforce Security Guide: External Organization-Wide Defaults Overview
• Implicit Sharing
  • Help & Training: Built-in Sharing Behavio (implicit)
  • Implicit Sharing (external portal/community users)
• Manual Sharing
  • SF Labs Lightning Sharing
  • Trailblazer Community Idea LEX Sharing Button:
• Role Hierarchy
  • Help & Training: Controlling Access Using Hierarchies
  • Video: Who Sees What: Record Access via Roles
  • SOAP API Dev Guide: UserRole (Referenced during share-calculations to drive related record access set within Role Hierarchies)
• Territory Management
  • Enterprise Territory Management Implementation Guide
  • SOAP API Dev Guide: UserTerritory2Association (territory group ids)
• Sharing Rules
  • Help & Training: Criteria Based & Owner Based Sharing Rules
  • Community Sharing Video Series
  • Help & Training: Setup Community Sharing Sets
• Team Sharing
  • Team Sharing: Account Teams
  • Team Sharing: Case Teams:
• APEX
  • Sharing a Record Using Apex:
  • Understanding Apex Bulk Sharing:
• Under The Hood
  • SF Blog: Behind the Scenes of Record Ownership in Salesforce
  • SF Developer Documentation: Record-Level Access: Under the Hood: Group Maintenance Tables
  • Salesforce Developers Blog: Salesforce Group Membership Sharing for Peak Performance
  • Record-Level Access: Under the Hood