Unlocking Salesforce Data

A Complete Guide to Designing Secure and Scalable Sharing & Visibility Architecture
1. Auflage 2026
ISBN: 979-8-8688-2304-6
Verlag: Apress

Buch, Englisch, 306 Seiten, Format (B × H): 178 mm x 254 mm, Gewicht: 619 g

In today’s data-driven world, securing sensitive information while enabling collaboration is crucial for every organization. This book empowers you to unlock the full potential of Salesforce’s sharing and visibility architecture, balancing access and security to create scalable solutions for your organization. Whether you’re a Salesforce admin, architect, or consultant, this book equips you with the tools and insights needed to implement best-in-class sharing models. 

From configuring role hierarchies and organization-wide defaults to implementing advanced techniques like Apex-managed sharing, walks you through near real-world use cases, ensuring your architecture is optimized for performance and compliance. It explains the different layers of Salesforce’s sharing architecture—from role hierarchies and sharing rules to more advanced topics like Apex-managed sharing and manual sharing strategies. 

You’ll also learn how to balance accessibility with data protection and how to customize your sharing settings to meet your organization's specific needs. By the end, you'll be equipped to design scalable, efficient sharing models that align with your organization's objectives and compliance requirements.    

What You Will Learn  

• Configure sharing settings, including object- and field-level security.
• Understand advanced sharing techniques, including Apex-managed sharing and manual sharing.
• Apply best practices for optimizing sharing architecture for performance and security.

Who This book Is For  

Salesforce administrators, Solution architects, Consultants and Salesforce developers.

Zielgruppe

Professional/practitioner

Autoren/Hrsg.

Sharma, Sandhya

Fachgebiete

• Technische Wissenschaften Elektronik | Nachrichtentechnik Nachrichten- und Kommunikationstechnik
• Mathematik | Informatik EDV | Informatik Computerkommunikation & -vernetzung

Inhaltsverzeichnis

Chapter 1: Introduction to Salesforce Data Security & Sharing.- Chapter 2: Profiles and Permission Sets: Unlocking the Power of Access Control.- Chapter 3: Role Hierarchies and Organization-Wide Defaults.- Chapter 4: Sharing Rules and Manual Sharing.- Chapter 5: Advanced Techniques: Apex-Managed Sharing and Beyond.- Chapter 6: Optimizing and Troubleshooting Your Sharing Model.- Chapter 7: Case Studies & Sample Exam Questions for Salesforce Sharing & Visibility.

Über Autor(innen)

Sandhya Sharma is a Solutions Architect, AI Strategy Leader, and Co-Leader of the Salesforce Women in Tech Group in Hyderabad, India. She is a dynamic Salesforce professional with a strong focus on designing scalable, secure, and purpose-driven solutions, currently working at Salesforce.Though her journey into Salesforce architecture began with a non-technical background, her ability to bridge business context with technical design has influenced her approach to solution architecture—prioritizing clarity, governance, and long-term sustainability over short-term fixes.Sandhya brings hands-on experience across multiple Salesforce clouds, including Sales, Service, Finance, Field Service, Health Cloud, Agentforce, and Data Cloud. She holds 19 Salesforce certifications, along with MuleSoft certification, two AMP Impact certifications, and a Scale Up Architect certification. Driven by her long-term goal of achieving the Salesforce Certified Technical Architect (CTA) credential, she remains committed to continuous learning and architectural excellence.

A frequent speaker at community events such as MuleDreamin’24 and various salesforce conferences, Sandhya actively contributes to Trailblazer groups across Hyderabad and India and volunteers with Hyderabad Trailblazin’. She is a strong advocate for continuous upskilling and is particularly interested in the responsible application of AI within enterprise platforms—exploring how intelligence and automation can enhance decision-making without compromising trust, security, or governance.

Outside her professional work, she is a proud mother of two and a passionate supporter of inclusive growth within the Salesforce ecosystem..