In this chapter, we described the ways in which permissions to access data records in Salesforce are controlled by objects and profile permissions along with OWDs.

We looked at how access to records could be further widened through the use of Permission Sets, Sharing Rules, criteria-based sharing, and manual sharing. The mechanisms that are available to help manage the quality and integrity of data were covered, and we looked at data validation rules and dependent picklist fields. We also learned about options for importing and exporting data using the various import wizards for smaller fragments of data and the Data Loader for larger volumes of data.

In the next chapter, we will be covering Data Analytics, where we will see how we can report on the data in Salesforce. Also included in the next chapter is the setting up of reports, dashboards, custom reports, and the use of the Report Builder.