While not the most riveting Dōjō topic, security and permissions are important enough to ensure are done right. We talked about Permissions for Reports & Dashboards using Profiles & Permission Sets and also looked at Profile Object Permissions & Field Level Security. From there we shifted to Folders controlling who sees what Reports & Dashboards. Then we moved on to data visibility and talked about the following controls which sys admins use to dictate who sees what.
- Record Ownership
- Org Wide Defaults
- Role Hierarchy
- Sharing Rules
- Teams
- Manual Sharing