![]() When it comes to record access, the main thing to remember is that a user can only see records if they have either profile or permission set access to the object that those records belong to. Therefore, they’re only applicable for when need to open access in order for users to do or see something. Permission sets will only expand functionality. That way, the API access restrictions stay in place for everyone except these two assigned users. In that case, you could create a permission set and assign it to those specific users. Let’s say you want two users to have API access, but they’re part of a profile that the entire sales department is using. This means that permission sets are almost identical to a profile, but you can assign them to specific users. ![]() The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles. Profiles and permission sets are collections of settings and permissions that give users access to various tools and functions. Note that, in some cases, manually sharing a record will also share its related records. Manual sharing is a way to share one specific record with another user who otherwise would not have access due to the org-wide default or their particular role.They offer ways to share records when certain users, roles, territories, or public groups still need access to records despite the org-wide defaults and role hierarchy configuration. Sharing rules act as a bypass of org-wide defaults and the role hierarchy.Users higher up in the hierarchy will have complete access to records owned by them and their subordinates, but no access to records owned by users higher in the hierarchy (unless sharing methods from higher up in the funnel are used). The role hierarchy is a defined structure of how records should be shared within your Salesforce org (it might match your company’s organization chart).Note that that other sharing methods in the funnel come into play only if the Org Wide Default is not set to public read/write. ![]() Private sharing, though, restricts access to any records of the object unless the user explicitly owns the records. When set to public read/write sharing, users have complete freedom to all records of the object for all users.
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