Can any salesforce employee see my data? No, Only some set of data engineers can access your data as they are at data centres where it is stored, but every access is logged. Also, if you Grant login access to Salesforce Support agent, they can also see and view your data, its also monitored and recorded.
Full Answer
Can any Salesforce employee see my data?
Can any salesforce employee see my data? No, Only some set of data engineers can access your data as they are at data centres where it is stored, but every access is logged. Also, if you Grant login access to Salesforce Support agent, they can also see and view your data, its also monitored and recorded.
How can I get help with Salesforce record access?
If you don’t want to do it all yourself, Silverline’s managed services offering is another resource you can lean on. Our team of experienced Salesforce experts can help you navigate record access and then some. Reach out to learn more.
Should you encrypt your Salesforce data?
If you purchase the Shield Platform Encryption add-on, you can even encrypt your data (well, much of your data) while at rest on Salesforce's servers, to meet your compliance needs. Even with Shield, though, the keys reside with Salesforce and in theory could be accessed by the company.
What are the best resources to learn more about Salesforce?
The salesforce help documentation is a great place to start or if you want to completely nerd out and learn about what is happening under the hood, you may also enjoy the Sharing & Visibility Designer trailmix. If you don’t want to do it all yourself, Silverline’s managed services offering is another resource you can lean on.
Can a parent view a child record?
Record Owner record owners can view all records in their name. Parent to Child Users with access to a parent account record, can also access its child opportunity, case, and contact records. Child to Parent Users can view a parent account record if they have access to its child opportunity, case, or contact record.
Is data security a priority?
Data security is a top priority, The stakes are high, your company’s reputation and your customer’s trust are on the line. Users should have all the data they need, but shouldn’t have access to data they don’t need to see. So let’s dive in and explore how to leverage Salesforce Record Access features to ensure you can configure ...
Can you share records in a hierarchy?
You can share records up a hierarchy. For instance, any record shared with the COO, can automatically be shared with the role above him, such as the CEO. When you build out your role hierarchy, think of this less like an Org chart, and more like a record sharing hierarchy.
Can only one user own a record?
While only one user can own a record, you may consider leveraging team sharing to grant access to all users associated with a particular Account, Opportunity, or Case.
Why is tracking leads important in Salesforce?
Tracking leads in Salesforce is important because it helps marketers understand which channels, campaigns and keywords are driving not just leads, but high-quality leads. This data will help your team to optimise their marketing and their budget. One easy way to track leads in Salesforce is with Ruler Analytics, but we’ll get onto that shortly.
What is lead source in Salesforce?
In Salesforce, lead sources are broad buckets of data. While the contact will continue to carry the data assigned to it into their associated contacts and opportunities, this only gives you access to add data not obtain it. Campaigns meanwhile allow you to add very specific data. It could be a campaign name and date.
Can you track leads in Salesforce?
While it is a great lead management tool, it’s hard to track your leads in Salesforce. Leads can be entered into Salesforce manually, via a list import or automatically via a web-to-lead integration.
