Thursday, March 12, 2015

Salesforce - Portal Health Check Overview

Using customer portals and partner portal we collaborate with our customers. With portals with share and capture information from third party users. To avoid sharing more information than required it is important to follow best practices. We use portal health check report to monitor this access.

Setup > Security Controls > Portal Health Check

Portal Health Check Reports: Which includes 4 reports.

Administrative and user Permissions

Object Access and Field-Level Security

Sharing Organization-Wide Defaults

Sharing Rules

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