About This Architecture

Salesforce OWD and sharing visibility architecture demonstrates a multi-layered access control strategy using Organization-Wide Defaults set to Private for Person Accounts, combined with role-based sharing rules that grant differentiated access by record type. Data flows from account creation through a lifecycle automation engine that assigns ownership to Advisors, applies sharing rules for Prospects (Read-only to Meeting Bookers, Read-Write to Advisors), and automatically removes sharing when records transition from Prospect to Customer or Business status. This architecture enforces least-privilege access while maintaining System Admin full visibility override, solving the common challenge of balancing data security with operational visibility across sales teams. Fork this diagram on Diagrams.so to customize sharing rules, add additional record types, or adapt the lifecycle automation logic for your org. The auto-sharing removal flow via trigger prevents orphaned access rules when record types change, a critical safeguard for compliance and data governance.

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How do I implement record-level security in Salesforce using OWD and sharing rules?

This diagram shows a complete Salesforce security architecture combining Organization-Wide Defaults set to Private with role-based sharing rules that grant differentiated access by record type. Prospects are shared Read-only to Meeting Bookers and Read-Write to Advisors via criteria-based rules, while lifecycle automation removes sharing when records transition to Customer or Business status, ensu