Hey everyone ๐
In our last session, we dove into a real-world scenario to practice record-level security using Sharing Rules in Salesforce ๐
Hereโs a quick recap of what we covered:
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We had a scenario involving 3 departments: Finance, Marketing, and Sales
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Two new users were added to the Sales and Marketing departments
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The challenge: Ensure Finance records were shared with these two users
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Solution involved using Role Hierarchy, Public Groups, and Criteria-Based Sharing Rules
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We also discussed the difference between role-based and group-based sharing, and how to apply the right one in different business situations
This session was packed with practical examples to help you understand how to control visibility across departments โ a key skill for any Salesforce Admin ๐ผ
If you missed the class, make sure to watch the full recording before the next session.
Weโre entering the scenario zone now โ so every concept we build from here will rely on what we covered
#salesforcetraining #recordsharing #scenariochallenge #pathwaytosalesforce #adminskills #levelup