Restricting Access to the Cadence Object via Public Group in Salesforce

Why Restrict Access?

Restricting access ensures that only authorized users can interact with sensitive or business-critical Cadence records. It helps improve data privacy, reduce errors, and support process integrity by applying the Principle of Least Privilege.

This article explains how to restrict access to the Cadence object in Salesforce so that only members of a specific Public Group can view or edit it. This is done by configuring Organization-Wide Defaults (OWD) and managing sharing settings appropriately.

Step-by-Step Implementation

1. Update Organization-Wide Defaults (OWD)

Purpose:
To restrict general access to the Cadence object across the organization.

Steps:

• Go to Salesforce Setup.
• In the Quick Find box, search for "Sharing Settings".
•         
  • Locate the object "Cadences".
•       
  • Click "Edit" next to the object's OWD settings.
•        
  • Change the "Default Internal Access" to Private.
•      
  • Click Save.

2. Alternative Approach: Use Public Groups for Access Control

To maintain records in Cadence, ensure the correct users are added to the appropriate public groups before making access changes.

Suggested Approach:

• Confirm that all necessary users are assigned to the relevant public groups.
• Ensure these public groups have the correct access to the Cadences.
• Implement the changes during off-hours to avoid disruptions.
• After the switch is made, verify user access to confirm that only the intended users can see the Cadences.

This approach helps enforce access control while minimizing business impact.

Additional Tips

• Test in a Sandbox: Always test changes to sharing settings in a sandbox environment before applying them in production to avoid unintended disruptions.

• Document Your Changes: Keep clear records of what was changed, when, and why.

• Perform Regular Audits: Periodically review sharing settings to ensure they remain aligned with your access control policies.

• Apply Principle of Least Privilege: Grant users only the access they need to perform their roles—no more, no less.