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Securing Objects in Application Composer

Guest Author

Introduction

This blog post accompanies a video illustrating how to secure objects in Application Composer.

The video below is a short overview of how to secure objects in Application Composer.

Key Points

Here are some key points to remember when applying granular security on Custom Objects:

  • Custom objects can be secured using duty roles under the CRM_ENTERPRISE_DUTY category.
  • Custom object security has to be configured from within a Sandbox but takes effect immediately outside of the sandbox if the object is already published from another sandbox.
  • Privileges are divided into two categories:
    • Functional security: the ability to execute a Create/View/Update or Delete action.
    • Data security: security of the data within the object.
  • The Sales Administrator Duty role has full access to the Custom Object by default.

Futher Reading

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Comments ( 4 )
  • guest Thursday, September 15, 2016

    Could you please clarify the setup required to get the custom roles visible in application composer in the security page? I've created some custom job roles in R11 with Role category: CRM - Job Roles (CRM_ENTERPRISE_DUTY) but are not visible in UI.

    Thanks and Regards

    Gianluca


  • Peter Thursday, September 15, 2016

    Hi Gianluca,

    It needs to be a duty role not a job role of type CRM_ENTERPRISE_DUTY.

    regards,

    Peter.


  • Vaibhav Saturday, September 17, 2016

    Hi,

    How can we secure access from APM to custom object for standard roles and not for custom created roles?

    Regards,

    Vaibhav L


  • guest Saturday, September 17, 2016

    Hi Vaibhav,

    The list of roles that appear in the Custom Object security tab are all duty roles of the type CRM_ENTERPRISE_DUTY.

    These roles are both custom and standard. When the security tab is first clicked on only the custom roles appear as they are filtered. At the top of the list the filter can be amended to display the standard roles.

    Hope that helps.

    Peter.


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