Forum Discussion
Salesforce Objects connection - will users see everything I see?
- 7 years ago
I don't have Salesforce to test with so I don't know if that results in an import or live connection but I assume you specify credentials as part of the connection, correct?
The issue therefore is that the connection is configured with the credentials you specify, which sounds like that is not what you want.
You would want to build your own dataset model, or perhaps connect Live to the dataset created, create some RLS rules, create roles and put people in those roles in order to keep people from seeing everything.
You need to use RLS.
- AliceW7 years ago
Power Participant
I'm not sure I understand your answer, Greg. What I do is:
Get Data / Online Services / Salesforce Objects / Connect
- Greg_Deckler7 years ago
Community Champion
I don't have Salesforce to test with so I don't know if that results in an import or live connection but I assume you specify credentials as part of the connection, correct?
The issue therefore is that the connection is configured with the credentials you specify, which sounds like that is not what you want.
You would want to build your own dataset model, or perhaps connect Live to the dataset created, create some RLS rules, create roles and put people in those roles in order to keep people from seeing everything.
- AliceW7 years ago
Power Participant
I'll keep digging, thanks. In the meantime, I'll read about Row Level Security and roles - good call!