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Security Settings

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  • Permission Sets.
  • Sharing Rules (Object Sharing).
  • Inherited Access. Security settings to directly check if a manager should be able to view all items of users which he/she manages.
    Currently only roles will inherit permissions from sub roles - given by the user roles hierarchy. 
  • Access by parent object. Currently only exists for the well-known entity types with preselected metadata fields. 
  • Field Accessibility. No field restrictions for any of the index entities. 

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At search time when users log into ViaWorks Locator they are authenticated with Active Directory. User attributes for the authenticated user are used to find a username in Salesforce. This happens automatically in the plug-in and the user does not need provide the Salesforce credentials.   

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Document 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 Locator 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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