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Security Settings
A user can be granted access to an item or an entity type in several ways. Not all possible ways are currently included in the connector. The security is layered and the security overrides depend the individual Salesforce environment settings. Initial access can be given or denied for all entities of a certain type and later access can be granted or restricted for individual items of this entity type. Security permissions are given by Licenses, Organization-Wide Defaults, Profiles, Permission Sets, Public Groups, User and Group Sharing (Direct Sharing), Roles, Sharing Rules (Object Sharing), Inherited Access (for managers), Sharing by parent object and Field Accessibility.
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Authentication
At search time when users log into ViaWorks they are authenticated with Active Directory. Fields in this needs to log into their Salesforce accounts in ViaWorks. This authentication is done under Account & Settings and Source Credentials.
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Identification
Authorization
Items are marked with a list of Salesforce groups and user SIDs at fetching time. At search time, users are given SIDs based on the Salesforce account associated with the ViaWorks login.
Example:
- Salesforce_999 005A0000004wzojIAA (User)
- Salesforce_999 00GA0000001LnPuMAK (Group)
- Salesforce_999 Account (View all account - from user settings)
- Salesforce_999 AllData (View all data - from profile settings)
- Salesforce_999 Users (View all users - from profile settings)
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