Uncover user access best practices and explore upcoming features with Salesforce’s Cheryl Feldman …
Here are highlights from article Master User Access with Cheryl Feldman – Salesforce Admins
1. User access features overseen by Cheryl Feldman:
– User records
– Profiles
– Permission sets
– Permission set groups
– Roles
– Org-wide defaults
2. Best practice for configuring user access:
– Apply the principle of least privilege
– Give users the least amount of access they need to do their job
– Avoid giving users more or less access than necessary
3. Simplifying user access in Salesforce:
– Use wide permission sets and permission set groups to manage object access
– Save time by reusing permission sets
– Use the User Access and Permissions Assistant app to understand user access
– Winter ’24 release will include user access reporting on standard reports and dashboards
– User Access Policies (in beta) can automatically assign users to specific groups, permission sets, or profiles based on user type
4. Cheryl’s mission to simplify user access:
– Desire to “summary all of the things”
– Seeking help from users to simplify user access
– Check out the links to the IdeaExchange to contribute to the effort
5. Additional resources:
– Cheryl’s social media handles
– Salesforce Admins social media handles
You can read it here: https://sfdc.blog/sBYrb
Source from admin(dot)salesforce(dot)com