Salesforce sharing & visibility: a pragmatic blueprint
2025-08-22
Design least-privilege access with clear data domains and user personas. Use Permission Set Groups, avoid profile sprawl, and enforce a single source of truth for access requests. Roll out in rings with telemetry and rollback.
Starter checklist
- Inventory object & field access
- Define personas & entitlements
- Create Permission Set Groups
- Automate periodic reviews