Data Access Rules

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Connexys is an application on Salesforce CRM software, and hence we offer you on this page several links to Salesforce documentation about Roles and Profiles.


Record-level security
Record-level security lets you give users access to some object records, but not others. As with most applications, data access begins with a user. The application needs to know who you are before it provides access. For Salesforce, there are different types of users and, sometimes, the level of access is different by type. Instead of reviewing every attribute of every license type, we’re going to focus on those interesting attributes that have significant impact on data access. Record ownership and full access are synonymous and interchangeable and provide the user with the highest level of access to a record (Source Salesforce)

 

Salesforce Documentation

Below we provide you links to Salesforce documentation on security.

Types of Data Access

You can manually share account records by adding a user as an account team member or using the Add button after clicking the Sharing button at the top of the page layout.  You can manually share Opportunities by adding a user as a Sales team member or using the Add button after clicking the Sharing button at the top of the page layout. 

 

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