In the last few steps, we explored Configure Hierarchy Security. Now, let’s summarize what we learned in this activity regarding Security.

To control data access, you must set up an organisational structure that both protects sensitive data and enables collaboration. You do this by setting up business units, security roles, and field security profiles.

A security role defines how different users, access different types of records. To control access to data, you can modify existing security roles, create new security roles, or change which security roles are assigned to each user. Each user can have multiple security roles.

The hierarchy security model is an extension to the existing security models that use business units, security roles, sharing, and teams. It can be used in conjunction with all other existing security models. The hierarchy security offers more granular access to records for an organization and helps to bring the maintenance costs down. For example, in complex scenarios, you can start with creating several business units and then add the hierarchy security.

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Security ensures that users have access to the data they need to do their jobs.

It protects sensitive information and also helps streamline the user experience, allowing them to focus on the components they need. Therefore, keeping data and user action secure is often a priority for the business.

Use the discussion area below to let us know your thoughts. Try to respond to at least one other post and once you’re happy with your contribution, click the Mark as complete button to check the Step off, then you can move to the next step which is a knowledge check on Security.