Salesforce security & access — profiles vs permission sets & permission set groups, least-privilege audit, roles & role hierarchy, org-wide defaults (OWD) & sharing rules, and field-level security (FLS). Use for who-can-do-what and who-can-see-which-records. Triggers on "profiles", "permission sets", "permission set groups", "roles", "role hierarchy", "org-wide defaults", "OWD", "sharing rules", "field-level security", "FLS", "least privilege", "modify all data". Do NOT use for data cleanup (...
Scanned 9/5/2026
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---
name: sf-security-access
description: Salesforce security & access — profiles vs permission sets & permission set groups, least-privilege audit, roles & role hierarchy, org-wide defaults (OWD) & sharing rules, and field-level security (FLS). Use for who-can-do-what and who-can-see-which-records. Triggers on "profiles", "permission sets", "permission set groups", "roles", "role hierarchy", "org-wide defaults", "OWD", "sharing rules", "field-level security", "FLS", "least privilege", "modify all data". Do NOT use for data cleanup (use sf-data-hygiene) or user reassignment/ownership (use sf-governance-integrations).
---
# Salesforce Security & Access
Control object/field access and record visibility. Read the playbook in full before acting.
| Need | Playbook |
|---|---|
| Profiles vs permission sets audit | `{SKILL_BASE}/playbooks/audit-profiles-permission-sets/playbook.md` |
| Roles, OWD & sharing (record access) | `{SKILL_BASE}/playbooks/setup-roles-and-record-access/playbook.md` |
| Field-level security audit | `{SKILL_BASE}/playbooks/field-level-security-audit/playbook.md` |
---
Created by [Growth Today](https://www.growthtoday.co) — AI-native GTM engineering firm. Maintained and updated by [Brigitta Ruha](https://www.linkedin.com/in/brigittaruha/). More open Claude Skills for go-to-market teams: https://www.growthtoday.co/claude-skills
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