Understanding OWD , Role Hierarchy, Sharing Rules and Manual Sharing in Salesforce

[@francescoprano3718]

Shrey, I just finished your data security playlist and am heading over to Trailhead to cinch it up. Thanks for the clear, thorough explanations and examples - it's been very helpful!

[@shubhambangad1011]

I have been searching this type of video/content since days. Let me tell you, m a salesforce developer, but even then I lack in security terms which are carried out in salesforce. I have seen all your security videos, and yes they are really useful and i dont think you have missed any of the things regarding security in SFDC. I have really learnt a lot from this particular video. I was totally unaware or had a misconception about OWD. But you have made it real clear and easy. Thanks a lot. Some points i want to highlight: 1. What is manual sharing check box in OWD ? 2. What is "full access" and from where it is set (video timing 43:45)? 4. There is a limit on creating sharing rules on a particular object i.e. i think 50 or 100. Dont know exactly. Try to add this in your video. 3. I think you have not mentioned how a record is shared with the help of code or you can say sharing a record dynamically. It would be real easy if you create video based on this in your security playlist. And again a big thums up to such a wonderful, easy, 100% security covered video. Hats off!!

[@vibhasharma1109]

Hi...Finally I completed the videos based on Data security that is control access to Org,Profiles,fields and Records.Thanks for the description of each and every level.

[@SalesforceHulk]

Great!

[@hanumanthk3807]

Dude, I felt like you were talking to me and explaining the things and the content is helpful for my certification preparation!! Edit- I have successfully completed Sharing and Visibility certification :) Thanks Shrey :)

[@shubhampuri9081]

To keep in mind : In a master-detail relationship OWD of detail is controlled by master object and cannot be changed . Hope it helps.

[@amitabhishek1284]

Amazing man. This is best video on record level access

[@mswetha2000]

I am watching this video today Nov-14 2019 !!!! Same date when this video was created two yrs back..Nov-14 2017. Thank you so much for the video. Very useful.

[@akulahemasanthoshi2182]

i am following every video of yours and the way you are teaching is just fantastic...........

[@SalesforceHulk]

Glad to hear that

[@forestndunwangwu9175]

You are doing a good job Hulk,watching from USA

[@miggroup5557]

Salesforce is so dry and complex...thanks for making it interesting

[@subhamdutonde3176]

Hi Shrey! Thanks for this vedio.i understand everything about record level secuity without no confusing u explain everything step by step that's amazing.

[@SalesforceHulk]

Glad it was helpful!

[@manasakadaveru465]

48 mints are used by me.. Simply awesome sir.. Make this types of videos more and help to learn others wide up your talent like Open Ups Record Lever Security Finnaly Thank you so much sir for making such a nice video...😊🤗

[@vikashbhargava173]

bhai bahut mast, sare scenario cover kiya hai. Thumbs up!!

[@patrickj.trevenen1633]

You do Excellent Videos, thanks, Keep it UP!!

[@kemiajao603]

Thank you for a detailed and clear teaching on Data Security

[@varaprasadandrothu5866]

Good explanation of all the salesforce videos

[@chatwithsubhra1]

HEllo Shrey, i completed my Admin Salesforce Certification Exam today and i am Certified now... Credit goes to your videos ... I learned a lot from all your videos.... Thanks a ton..... Regards Subhra Jyoti Baruah

[@SalesforceHulk]

Glad it was helpful!

[@abhishekpatnaik144]

this guy always teach the basic level things but always leaves the tough ones

[@manikusha4133]

Great job.. in my SF class i feel sleepy when they teach , but here i love ur attitude , the way you teach , really great dude.... to be frank i am learning salesforce from salesforce hulk only ,, not from my academy... Keep rock.. waiting for developer

[@gauravbhardwaj5374]

U will never get the developed edition because he dont know coding

[@supriyajha9505]

Great explanation brother 🎉

[@preetikhilnani8683]

Shrey, thanks for all your efforts. its very very helpful to clear all concepts.

[@sivakumar2646]

Your video collection was superb and superior ..... Your the unique personality in hyper mode teaching.... thanks for providing such a valuable tutorials.....i do expect real time project(complete) implementation in your version....take this has a request...... thank you

[@SalesforceHulk]

Thanks a ton

[@satyamraut333]

Tum bahut mast kaam karta hai shrey Bhai....your explanation is "The best" in KZbin 🤘🤘🤘🤘...upload videos on LWC also

[@deekshashetty3343]

Shrey. This is amazing and very informative! Thank you!!! :)

[@SalesforceHulk]

Glad it was helpful!

[@mehuljaganiya7215]

You are definitely a hulk!! Nailed the topic. Thanks a lot buddy!!

[@poplikamal27]

Very helpful Hulk. Thanks a lot.

[@shruthigowda4637]

clear explanation ..Thanks for the video .. keep uploading please :-)

[@SalesforceHulk]

Glad you liked it and yes I will keep the wheel moving. :)

[@ma.lucelafulgencio3528]

Very informative.. thank you.. 👍👌🏿

[@Salman-xd2jd]

Very helpful 👍 thank you 😍

[@cocum2]

Another great video, love the faces you make while explaining !

[@romagaikwad9418]

Even I also love his expression 🤓

[@naveenreddy2223]

v imp video listen and learn carefully guys

[@smithasastri6890]

Outstandingly brilliant !! :) Thank you for making Salesforce simple yet interesting ! :)

[@SalesforceHulk]

Glad you like the video, Smitha. I try to make learning fun/entertaining rather than boring and hence I enjoy the most while recording these. :)

[@amirsuhail3423]

Bro ur teaching style of Salesforce is amazing.. Keep it up and plz share more videos regarding Salesforce development part of vf pages and Apex programming.. Thank you

[@abhishektiwari779]

That's really great content u have choose congrats man

[@arunsolanki6083]

Bro awesome content....I have done my security part in Salesforce... 😊 Thanks

[@ravijangid9643]

Big Thanks. Before watch this video I had huge confusion and doubts regarding sharing rules. Now I have clear all doubts.

[@SalesforceHulk]

Glad to know that!

[@mohalsid4604]

hi, while doing sharing settings i got a doubt, ican able to see all the forms even though i restricted access to not see other forms/records through a code.can anybody explain?

[@durgeshbhalerao1248]

i have a question to ask... suppose i have a object "student" and a role "staff". i want to give access of this object to this staff role, but i want to restrict a user of staff role of accessing this object, but remaining all the users of this role can access the object. how can i do this?

[@naranisrimani7343]

Just awesome❤❤❤❤❤

[@SalesforceHulk]

Glad you find it helpful!

[@sathishrajan90]

Simply Superb !!!!!!

[@rohinijain6212]

thank yos so much sir for explaing this topic.

[@sumitgaur09]

Superb ,u have cleared my long pending doubt. pl mention ur episode no. or sequence no. for every vedio u make. so its become to go in syn with the content. once again thaks

[@samikshadangre1437]

Excellent video Clear my all doubts and concepts.. Love the way you explain :)

[@rahulram0092]

👍

[@saloni1sood]

great explanations!!

[@lalitabhat144]

Very nice and descriptive videos !!

[@SalesforceHulk]

Thanks Lalita!

[@shwetketurathod7494]

No Doubt that your content and theory is good but I would suggest that ..Give more practical demo for each and every point you explain... So that public can have better understanding of concept.... Well Done.

[@SalesforceHulk]

Hey Swetketu, thanks for your feedback. Can you please elaborate that what do you actually mean by practical demo? Is it more practical examples/scenarios or the demo to show how it gets implemented?

[@shwetketurathod7494]

Salesforce Hulk yes More practical scenario would be helpful to understand whole thing clearly... For example if you are explaining that by doing so and so it will not allow user to edit then for that you can show demo that actually doing that we are not able to edit record....... Practical demo always long lasting in our memory.....

[@hashtitplays8185]

Hi, Can anyone help me. I want to share a text field which has alpha-numeric characters. Some records starts with numbers and some with alphabets. 2 users should see this records in a way that- Records starting with numbers should only be viewed/edit by user-A and records starting with Alphabet should only by viewed/edited by user-B. Please assist

[@shalakapagar2196]

Great job.. it is so helpful.. I just have one question is there any setting in salesforce where u can find how that user got access to that particular record ??

[@sarikasharma9484]

Permission sets also adds the access and sharing rules also do the same thing. Then what is the difference between the two?

[@Mi_Neil_J]

Waiting for this video.....Thanks for the upload

[@SalesforceHulk]

Your welcome!

[@monikas9660]

I have a few question. Since sharing button is not available in lightning so will the user will actually be able to see the record in lightning experience if we have created manual sharing rule. And second question. So if record owner gives full access to another user then he'll also be able to share the record using manual sharing. My question is how can we give full access to another user?

[@sagarrathod6873]

46:15 in sharing rules if we select Roles and Sub-ordinate, how come the people above in role hierarchy will not get access ? (And what if object is having access Grant access using role Active) , Those are 2 questions please answer separately

[@rajwaghamode9896]

very very helpfull bro thanks a lot

[@shivakrishna6393]

very good and detailed explanation bro , thank you very much :)

[@ajaykumar-in7xf]

Thanks for great explanation. I have one small question, suppose manager doesnt have access to an object at profile level but his subordinate has access of create and edit the record of same object. OWD is private , in this case weather manager can see or edit the record or not. your reply will be appreciated.

[@vanivenkatesh8136]

Great Job Shrey!!. Can you suggest the order in which you watch these video. There are so many of them now. For a beginner which video to start with and the order.. Thanks a ton.

[@highestspirit]

At 7:45, you say Record level access is determined by combination of Obj, Field and Record Level (most restrictive wins). Then at 8:33 you say only Obj level and Record level determins access(most restrictive).... So is Field level security comes into consideration or not?

[@AJAYPATILAM]

Hi SalesforceHulk, thank you for the great conent 2 questions 1) you were not able to find "share" button for the record in lightning , does it mean that manual sharing is not possible in lightning ? 2) if we share a record using RH, sharing rules, manual share and if the user profile does not have access to the object ..the user will still NOT be able to view the record.. is my understanding correct ?

[@hemantachandra6962]

Nice start but bit confusing, so after going thru different site what i understood is the object/Field level security say if you can access that object to view/create/edit/delete record or not, however, record level security try to say is whether you able to make changes to record that you donot own... please correct me if I am wrong :) cheers

[@cricketwithpranay7759]

Thanku very much bro 😍😘

[@SalesforceHulk]

Welcome 😊

[@vanshthukral5477]

Thanks for the amazing content.

[@sagars1505]

Very good video

[@cyposzka]

Very helpful, thanks

[@tushki94]

Hi What happen if owd is set to private of an object , will my manager able to see my records?

[@IgiveyouNONE]

Great video !! Keep it up :)

[@SalesforceHulk]

Thanks! :)

[@srikanthgovardana]

Superb Man

[@SalesforceHulk]

Thanks

[@sudhakarvenky]

Unless we have metadata access which is nothing but object level access though you have data access nothing but records level access we can't see that record. Correct me if I am wrong.

[@asishpatnaik1551]

Good explanation..!!

[@amitaquarius2010]

Great video with good examples. Little bit more repetition but that also helps in remembering points

[@SalesforceHulk]

Thanks!

[@videlaramakrishnasekhar7722]

Hi....This Video is Very valuable . I have one query on Manual Sharing . If ABC user manually Share one record to XYZ User . If ABC User is Quit the company , in this Case also, XYZ user can able to access the record or not?

[@komalthorat3774]

With how many users we can manually share 1 record? I mean is there any limit on No. of users while doing manual sharing?

[@priyankasvlog399]

Awsm videos..please make some videos on interview questions

[@sfdc_amit]

kzbin.info/www/bejne/mZusmqmhbLynpMU You can refer this video to see practical implementation of OWD.

[@amangarg8152]

Hi, Your videos are very helpful ! I have a question, I have a case object shared by two different profiles, however, I do not want profile A to view profile B records and vice versa. How can i accomplish that? i have tried different ways but could not accomplish that.

[@learner4723]

Make the case object private, then no users will be able to see each other's record and then define role hierarchy and sharing rules, so that same profile user's can see each other's record .

[@shekharvinayak]

Very helpful!

[@sravyabaru6287]

great explaination thank you

[@navneetsachdeva4281]

Thanks Shrey!

[@venkatdodi2550]

how can we make One field frst user mandatory and second user normal fields?

[@neetuk3670]

I like your passion!

[@SalesforceHulk]

Thanks!

[@nagarajaavula6841]

Hi Bro , Any Order(Priority) is there for Levels Like first (Read/View),Second(Edit),Third( Delete) .I'm asking which one having High priority first For example "BODMAS " Rule like that, and also which one having High priority first Record/Field/Object

[@CraftSuccessStory]

Make videos on LWC as well.........

[@sushmatiwaari185]

I have a doubt, hoping you'd clear it. If both Permission Sets and Sharing Rules are to open access and open-up OWD restrictions, what is the difference between permission set & sharing rules where both are used to open up access to records with Users?

[@premsingh-ki2pi]

basically permission set are used for open the security level on object level and field level bt sharing rules are made for open the security on record level

[@meghnasingh9090]

why is pricebook object not visible in sharing settings?

[@unboxingcheck]

Ian wants only his team to have access to the custom price books, so he sets up this security by granting sharing access. But before doing this, he modifies the organization-wide default setting for the price book object.

[@kuhinooralam6725]

Hello Hulk, please explain what are the uses of public read/write/transfer and public full access.....Thanks in advance!!

[@unboxingcheck]

Public Full Access: This option is available for setting the Campaign object only along with other access options. Through public access the user can have the ability to search records, reports, add related records, edit details of the records and can delete the record. When the Campaign object is set to public full access, all users in that organization can be able to view, edit, transfer and delete. Public Read/Write/Transfer: This option is available for Leads and Cases objects only along with other access options. When lead or case objects are set to public read/write/transfer, then all users can view,edit, transfer and report on all the case and lead records.

[@jnaneswaridevi8921]

hi..... bro how to get login button beside user , we have multiple users ,sometimes admin logineach and every user , at that time admin do logout current user and try to login new user ,it is dificult task so when we go to users how to get login button beside the corresponding user this is my question ? plz reply me bro .....

[@Allaboutdragon]

just go to login policies and enable it, It will display login button with every user

[@salesforce7676]

Hi, Thanks for this video, I am looking for the deep understanding about "With sharing or without sharing Keywords" and "What is System mode and user mode". Please post ASAP.

[@mohammadhaaris7756]

Hey Shrey, I have a query- Suppose at OWD a object X has Private and Profile level it has Read/Edit. So will a user of that profile can read/write?

[@SalesforceHulk]

That user will only be able to read/edit the records of which he is an owner.

[@mohammadhaaris7756]

Thanks. So as per my understanding OWD is applicable to records owned by other users only? Suppose If OWD is Private and in profile it has view all access for an Object, so user cant see other's records?

[@SalesforceHulk]

Users will be able to see all the records of that object irrespective of whether they are the owner or not if they have View All permission on profile for that object.

[@mohammadhaaris7756]

Thanks

[@NGarcia]

Someone knows if the Share button is already available on lightning? Thank you.

[@chikun143]

No it is not present.

[@nischay5430]

Please make some video on Process Builder

[@whodawhatdawhen8463]

bruh....this is lit af!

[@reshmasahu9275]

Good Job, Can you make a video on Report and Dashboard?

[@americabimerika]

Hi can you make video on Reports and Dashboard and its types?

[@krishnachoudhari3669]

Very nice video bhai.. Tum movie nikal sakte ho Salesforce pe..kahar dhaa rahe the style se

[@SalesforceHulk]

Hahahhaa... Thanks! 😂😂 By the way GREAT IDEA of a movie though. 😎😎

[@manishamishra2010]

Just a suggestion : if you add sequence(1,2,3 etc) to the video we can understand the flow better .

[@naineegangwal]

Agree .. I got the same thought ..

[@mr.mehulkayasth5080]

How I'll Restrict Access For ANY ONE Account. Please make sure that the account have access to the records for which it is owner. They should not be able to see any other records in salesforce.

[@anilkiran3241]

One thing if i have object level security to create a object in object level security..and if i have private in record level then if iam the owner only i can read edit on my own records but cant edit or read other recordss... You forget to mention that point

[@AJAYPATILAM]

Hi sir, thank you for the video. Excellent. If I manually share the record with user X , will all users reporting to X will also get the same access as him ?

[@SalesforceHulk]

Hey Ajay. Glad you like the video. If you manually share the record with user X, all the users reporting TO X will not get the same access as they are below that user in the role hierarchy.

[@ghouseg9697]

i like way of expline

[@kanizkhot8119]

Hey , its possible users can not see records which they own?

[@SalesforceHulk]

I don't think so, owner will always have access to his/her record. Please tell me the complete scenario, may be there is something else that you are looking for.

[@ravikant2878]

Hi Shrey! Thanks for this amazing video. Just wanted to ask what if we dont want the Sales VP to see Sales Executive Salary (Record) rest we want to follow the role hierarchy as the same. Thanks in advance :)

[@dwaynedsouza]

Could setting OWDs of the salary record to private?

[@sachinjain7192]

Hey dude .. Please upload some videos on Format Reports ..😊