• WHO WE ARE
  • WHAT WE DO
    • Implementations
      • Salesforce
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service for SMEs
        • Field Service Lightning
      • Salesforce Partner Apps
        • Panda Doc
        • Conga
    • Developments
      • Salesforce Customization
      • Custom Application Development
      • AppExchange Product Development
    • Migrations
      • Classic to Lightning Migration
      • Other Systems to Salesforce Migration
    • Integrations
  • HOW WE DO
    • Delivery Model
    • Our Works
  • BLOG
    • WHO WE ARE
    • WHAT WE DO
      • Implementations
        • Salesforce
          • Sales Cloud
          • Service Cloud
          • CPQ
          • Field Service for SMEs
          • Field Service Lightning
        • Salesforce Partner Apps
          • Panda Doc
          • Conga
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • HOW WE DO
      • Delivery Model
      • Our Works
    • BLOG
Salesforce Blog | Salesforce Simple Tutorial
Salesforce Blog | Salesforce Simple Tutorial
  • WHO WE ARE
  • WHAT WE DO
    • Implementations
      • Salesforce
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service for SMEs
        • Field Service Lightning
      • Salesforce Partner Apps
        • Panda Doc
        • Conga
    • Developments
      • Salesforce Customization
      • Custom Application Development
      • AppExchange Product Development
    • Migrations
      • Classic to Lightning Migration
      • Other Systems to Salesforce Migration
    • Integrations
  • HOW WE DO
    • Delivery Model
    • Our Works
  • BLOG

Part II – 5.Record Creation and Access in Salesforce

Salesforce Blog | Salesforce Simple Tutorial > SFDC Training > SFDC Training Part II > Part II – 5.Record Creation and Access in Salesforce
  • November 2, 2017
  • Merfantz Editor
  • SFDC Training, SFDC Training Part II
  • 0

In Salesforce we can easily create new records into objects by using the Create New drop-down list on the sidebar of any page in Salesforce.

also we can create record by selecting any object and click new button to create records.

Once you enter all the required details in the record fields click save. When you share records with other users, you can assign them different levels of access to the records.The available access levels are:

ACCESS LEVEL DESCRIPTION
Full Access User can view, edit, delete, and transfer the record. User can also extend sharing access to other users; however, the user cannot grant Full Access to other users.
Read/Write User can view and edit the record, and add associated records, notes, and attachments to it.
Read Only User can view the record, and add associated records to it. They cannot edit the record or add notes or attachments.
Private User cannot access the record in any way.

  • Beyond setting the organization-wide sharing defaults for each object, you can specify whether users have access to the data owned by or shared with their subordinates in the hierarchy. For example, the role hierarchy automatically grants record access to users above the record owner in the hierarchy.
  • By default, the Grant Access Using Hierarchies option is enabled for all objects, and it can only be changed for custom objects.
  • To control sharing access using hierarchies for any custom object, from Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings. Next, click Edit in the Organization Wide Defaults section.
  • Deselect Grant Access Using Hierarchies if you want to prevent users from gaining automatic access to data owned by or shared with their subordinates in the hierarchies.

You can also grant wider access to data using sharing rule. To do this go to sharing setting from setup and click new from object sharing rule example click new from “Account Sharing Rules” then setup and save.

Also you can do manual sharing of records by clicking the sharing button from records.

NOTE: If you encounter an error when selecting the Full Access option, you no longer have the permission to set full access on records. Contact your administrator to determine if this access is necessary.

This training information is very useful to learn about record creation and its security levels in salesforce.


  • Previous Part II – 4.Organization Wide Default Settings in Salesforce
  • Next Part III-1.Field Update in Salesforce
We denounce with righteous indignation in and dislike men who are so beguiled and to demo realized by the charms of pleasure moment, so blinded by desire, that they cannot foresee the pain and trouble that are bound.

Discover More

Contact Info

  • 374 William S Canning Blvd, Fall River MA 2721, USA
  • (+880)155-69569
  • [email protected]
  • 10:00 - 17:00

Latest Posts

Salesforce Marketing Cloud Will Fuel Your B2B Marketing Engine. January 30, 2023
Overview of DML operations in Apex January 24, 2023
Benefits of Integrating Salesforce and Marketing Automation for Business Growth January 20, 2023

2023 All Rights Reserved