Apex Code Development You need to sign in to do that
Don't have an account?
Girish Parwani Record level security among multiple customers accessing solution
We are building a solution using service cloud console which will be used by multiple customers. We will have our code pushed to one org in production and this org will have data in various objects like accounts, contacts, cases for different customers. If anyone has done something like this before, what are some lessons learnt or best practices around :
1. how to hide data of Customer A from Customer B
2. how to prevent Customer B seeing the user data from Customer A
3. use of permissions sets vs role hierarchy or sharing rules
4. use of Delegated Administrator to allow customers Admins create users
5. OWD and adaption of standard functionality like case processes
1. how to hide data of Customer A from Customer B
2. how to prevent Customer B seeing the user data from Customer A
3. use of permissions sets vs role hierarchy or sharing rules
4. use of Delegated Administrator to allow customers Admins create users
5. OWD and adaption of standard functionality like case processes
You will want to set your Organization Wide Defaults to Private. In a nutshell, sharing rules would open up access and record access would flow up the role hierarchy. You really need to map this all out otherwise your internal users may lose access to records they need to see. I suggest checking out the "Who Sees What (https://www.youtube.com/watch?v=X3Hg6OXhPO8&list=PL6747B4DAE356E17C)" series on YouTube.