Salesforce Documents by Release
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Salesforce ships three releases a year, and its guides change with them. Limits are raised, caps come off, new features arrive, and the advice gets updated. That’s a good thing: it’s a growing platform. But it means a number in a course is only as good as the edition it came from. So in these courses, every platform fact carries the release it was read in and the date it was checked.
This page is the long view. It lists the Salesforce guides the courses lean on, from today back to Winter ‘16.
Releases, and Why One a Year
Section titled “Releases, and Why One a Year”Salesforce ships three releases a year: Spring, Summer and Winter. Each one gets a release number and a new API version, and each one can bring a new edition of a guide. A Winter release arrives in the autumn of the year before its name: Winter ‘27 came out in September 2026, so its guide says “updated September 18, 2026.”
Three editions a year would bury the history in near-duplicates, so for release editions this page keeps one a year, the Winter release. That’s enough to see how a guideline has moved over a decade. The newest edition is always here too: when a Spring or Summer release comes out after the Winter one, it’s added at the top as Current, and it stays there until the next release replaces it.
Here’s every release since Winter ‘16, newest first, with the weekends it reached production orgs:
Every release since Winter ’16 (34 releases, newest first)
| Release | Number | API version | Production release weekends | API version today |
|---|---|---|---|---|
| Winter ’27 · Current | 264 | 68.0 | September 4, October 2, October 9, 2026 (opens in a new tab) | Supported |
| Summer ’26 | 262 | 67.0 | May 15, June 5, June 12-13, 2026 (opens in a new tab) | Supported |
| Spring ’26 | 260 | 66.0 | January 16, February 13, February 20, 2026 (opens in a new tab) | Supported |
| Winter ’26 | 258 | 65.0 | September 19, October 3, October 10, 2025 (opens in a new tab) | Supported |
| Summer ’25 | 256 | 64.0 | May 16, June 6, June 13, 2025 (opens in a new tab) | Supported |
| Spring ’25 | 254 | 63.0 | January 10, February 7, February 14, 2025 (opens in a new tab) | Supported |
| Winter ’25 | 252 | 62.0 | September 6, October 4, October 12, 2024 (opens in a new tab) | Supported |
| Summer ’24 | 250 | 61.0 | May 17, June 7, June 14, 2024 (opens in a new tab) | Supported |
| Spring ’24 | 248 | 60.0 | January 12, February 2, February 9, 2024 (opens in a new tab) | Supported |
| Winter ’24 | 246 | 59.0 | September 1, October 6, October 13, 2023 (opens in a new tab) | Supported |
| Summer ’23 | 244 | 58.0 | May 19, June 2, June 9, 2023 (opens in a new tab) | Supported |
| Spring ’23 | 242 | 57.0 | January 13, February 3, February 7, 2023 (opens in a new tab) | Supported |
| Winter ’23 | 240 | 56.0 | September 9, October 7, October 14-15, 2022 (opens in a new tab) | Supported |
| Summer ’22 | 238 | 55.0 | May 20, June 3, June 10-11, 2022 (opens in a new tab) | Supported |
| Spring ’22 | 236 | 54.0 | January 14, February 4, February 11-12, 2022 (opens in a new tab) | Supported |
| Winter ’22 | 234 | 53.0 | September 10, October 1 and 8, 2021 (opens in a new tab) | Supported |
| Summer ’21 | 232 | 52.0 | May 14 to June 11, 2021 (opens in a new tab) | Supported |
| Spring ’21 | 230 | 51.0 | January 15, February 5 and 12, 2021 (opens in a new tab) | Supported |
| Winter ’21 | 228 | 50.0 | September 19, October 9, October 16-17, 2020 (opens in a new tab) | Supported |
| Summer ’20 | 226 | 49.0 | June 12, July 10, July 17-18, 2020 (opens in a new tab) | Supported |
| Spring ’20 | 224 | 48.0 | January 10 to February 14, 2020 (opens in a new tab) | Supported |
| Winter ’20 | 222 | 47.0 | September 20 to October 11, 2019 (opens in a new tab) | Supported |
| Summer ’19 | 220 | 46.0 | May 17, June 7 and 14, 2019 (opens in a new tab) | Supported |
| Spring ’19 | 218 | 45.0 | not found | Supported |
| Winter ’19 | 216 | 44.0 | Sept. 14, Oct. 5, Oct. 12, 2018 (opens in a new tab) | Supported |
| Summer ’18 | 214 | 43.0 | June 1-9, 2018 (opens in a new tab) | Supported |
| Spring ’18 | 212 | 42.0 | not found | Supported |
| Winter ’18 | 210 | 41.0 | not found | Supported |
| Summer ’17 | 208 | 40.0 | June 2-10, 2017 (opens in a new tab) | Supported; deprecated and unsupported from Summer ’27, retired from Summer ’28 |
| Spring ’17 | 206 | 39.0 | not found | Supported; deprecated and unsupported from Summer ’27, retired from Summer ’28 |
| Winter ’17 | 204 | 38.0 | not found | Supported; deprecated and unsupported from Summer ’27, retired from Summer ’28 |
| Summer ’16 | 202 | 37.0 | not found | Supported; deprecated and unsupported from Summer ’27, retired from Summer ’28 |
| Spring ’16 | 200 | 36.0 | not found | Supported; deprecated and unsupported from Summer ’27, retired from Summer ’28 |
| Winter ’16 | 198 | 35.0 | not found | Supported; deprecated and unsupported from Summer ’27, retired from Summer ’28 |
Production weekends as Salesforce’s Admins blog announced them in each release countdown; your org gets the release on one of them, depending on its instance. Not found: releases before Summer ’17, and Winter ’18, Spring ’18 and Spring ’19. API status from the End-of-Life policy. Checked 2026-11-01.
API Versions
Section titled “API Versions”Every release brings a new API version, and integrations, packages and code are pinned to the version they were written against. Salesforce supports each API version “for a minimum of 3 years from the date of first release,” gives at least a year’s notice before support for a version ends, and in practice keeps versions far longer. Here’s where every version stands today:
| API versions | Released | Status today |
|---|---|---|
| 41.0 and later | Winter ’18 to now | Supported |
| 31.0 to 40.0 | Summer ’14 to Summer ’17 | Supported; deprecated and unsupported from Summer ’27, retired from Summer ’28 |
| 21.0 to 30.0 | Spring ’11 to Spring ’14 | Retired as of Summer ’25 |
| 7.0 to 20.0 | up to Winter ’11 | Retired as of Summer ’22 |
Source: SOAP API End-of-Life Policy (opens in a new tab), checked 2026-11-01.
If you inherit an org, check which API versions its integrations call; a version on its way out is a project, not a surprise.
How to Read It
Section titled “How to Read It”The documents are grouped by topic, one line each. Every line shows the document’s history at a glance: one small square a year, filled where there’s a copy. Open a line for what the document is for, the course pages that cite it, and every copy, newest first:
- Current, in bold, is the one to use for anything you build or decide today.
- Baseline is Winter ‘16, the edition the courses compare against.
- PDF is Salesforce’s own copy of a release edition, at an address that includes the release number (it goes up by two every release), so the link always means the same edition.
- Archive is a copy in the Internet Archive’s Wayback Machine (opens in a new tab), in case Salesforce ever moves or removes the original.
There are two kinds of document. Release editions are guides Salesforce publishes as a PDF for every release. Living pages are pages with no versions, such as Help articles, Trailhead units and papers on the Salesforce Architects site, which change in place; for those, the history is one Wayback Machine copy a year, as far back as the Archive has one.
Open any two copies side by side and you’ll see how a guideline has moved. For an example, see The Platform Keeps Growing, where Winter ‘16 sits next to Winter ‘27.
The list grows as the courses grow: when a course starts citing a Salesforce guide or page with a fact that can change, it’s added here, and every release brings its next copy.
Checked 2026-10-31.
Each line opens. The squares are one per year, 2015 to 2026, left to right: ■ a release edition (Salesforce's release-numbered PDF), ■ an archived copy of a living page (a page with no versions), ■ current.
Data volumes and queries
Section titled “Data volumes and queries”Best Practices for Deployments with Large Data Volumes
Release editions · 12 copies · Winter ’16 to Winter ’27 Current (opens in a new tab)
Designing and tuning orgs with large data volumes: indexes and selectivity, skinny tables, sharing, loading, deleting and archiving.
Cited in:
- Data Architect › Designing for Scale: overview, When Volume Changes Everything, Ownership, Parent and Lookup Skew, If You're Not Archiving Today…
- Data Architect › Query and Retrieval Architecture: overview, Inside the Salesforce Engine, How Salesforce Finds Your Data, When Salesforce Uses an Index, How Salesforce Executes a Query, Search Is Not Query
- Data Architect › Integration and Data Movement: overview, Before the Arrow, Study guide
- Data Architect › Migration and Synchronization: overview, Loading at Volume, Keeping Another System in Step
- Data Architect › Transactions, Concurrency, and Reliability: Designing Out Lock Contention
Copies, newest first:
- Current: Winter ’27 (release 264, API 68.0, updated September 18, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’26 (release 258, API 65.0, updated September 19, 2025): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’25 (release 252, API 62.0, updated September 20, 2024): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’24 (release 246, API 59.0, updated November 9, 2023): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’23 (release 240, API 56.0, updated November 3, 2022): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’22 (release 234, API 53.0, updated November 11, 2021): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’21 (release 228, API 50.0, updated November 18, 2020): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’20 (release 222, API 47.0, updated November 20, 2019): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’19 (release 216, API 44.0, updated December 4, 2018): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’18 (release 210, API 41.0, updated November 6, 2017): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’17 (release 204, API 38.0, updated December 9, 2016): PDF (opens in a new tab) · archive (opens in a new tab)
- Baseline: Winter ’16 (release 198, API 35.0, updated December 8, 2015): PDF (opens in a new tab) · archive (opens in a new tab)
SOQL and SOSL Reference
Release editions · 12 copies · Winter ’16 to Winter ’27 Current (opens in a new tab)
The query and search languages: syntax, relationship queries and their limits.
Copies, newest first:
- Current: Winter ’27 (release 264, API 68.0, updated October 9, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’26 (release 258, API 65.0, updated January 5, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’25 (release 252, API 62.0, updated November 29, 2024): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’24 (release 246, API 59.0, updated December 28, 2023): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’23 (release 240, API 56.0, updated January 12, 2023): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’22 (release 234, API 53.0, updated December 9, 2021): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’21 (release 228, API 50.0, updated November 18, 2020): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’20 (release 222, API 47.0, updated November 20, 2019): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’19 (release 216, API 44.0, updated December 4, 2018): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’18 (release 210, API 41.0, updated December 18, 2017): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’17 (release 204, API 38.0, updated December 20, 2016): PDF (opens in a new tab) · archive (opens in a new tab)
- Baseline: Winter ’16 (release 198, API 35.0, updated December 10, 2015): PDF (opens in a new tab) · archive (opens in a new tab)
Strategies for Big Data Architecture: Choose the Right Big Data Solution (Trailhead)
Living page · yearly archive copies · 4 copies · 2023 to 2026 Current (opens in a new tab)
When to use standard objects, big objects or external storage, with the 20-million-record rule of thumb.
Copies, newest first:
- Current: 2026 (captured 2026-10-20): archive (opens in a new tab)
- 2025 (captured 2025-11-11): archive (opens in a new tab)
- 2024 (captured 2024-10-09): archive (opens in a new tab)
- 2023 (captured 2023-11-30): archive (opens in a new tab)
Large Data Volumes: Design Your Data Model (Trailhead)
Living page · yearly archive copies · 4 copies · 2023 to 2026 Current (opens in a new tab)
Parent-child, ownership and lookup skew, and what large data volumes slow down.
Cited in:
- Data Architect › Designing for Scale: Ownership, Parent and Lookup Skew
Copies, newest first:
- Current: 2026 (captured 2026-10-20): archive (opens in a new tab)
- 2025 (captured 2025-02-18): archive (opens in a new tab)
- 2024 (captured 2024-04-24): archive (opens in a new tab)
- 2023 (captured 2023-09-26): archive (opens in a new tab)
Sharing and access
Section titled “Sharing and access”Record-Level Access: Under the Hood
Release editions · 12 copies · Winter ’16 to Winter ’27 Current (opens in a new tab)
How Salesforce works out who can see a record: the sharing tables, groups and the calculations behind them.
Cited in:
- Data Architect › Designing for Scale: Volume Meets the Sharing Model
Copies, newest first:
- Current: Winter ’27 (release 264, API 68.0, updated September 11, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’26 (release 258, API 65.0, updated November 7, 2025): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’25 (release 252, API 62.0, updated September 27, 2024): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’24 (release 246, API 59.0, updated September 28, 2023): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’23 (release 240, API 56.0, updated October 27, 2022): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’22 (release 234, API 53.0, updated September 9, 2021): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’21 (release 228, API 50.0, updated August 20, 2020): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’20 (release 222, API 47.0, updated November 20, 2019): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’19 (release 216, API 44.0, updated December 4, 2018): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’18 (release 210, API 41.0, updated November 2, 2017): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’17 (release 204, API 38.0, updated October 31, 2016): PDF (opens in a new tab) · archive (opens in a new tab)
- Baseline: Winter ’16 (release 198, API 35.0, updated December 8, 2015): PDF (opens in a new tab) · archive (opens in a new tab)
Designing Record Access for Enterprise Scale
Release editions · 12 copies · Winter ’16 to Winter ’27 Current (opens in a new tab)
Record access at scale: ownership and parent-child skew, group membership, locking and deferred sharing.
Cited in:
- Data Architect › Modeling Data for Meaning: Turn the Model into Salesforce
- Data Architect › Salesforce Data Architecture: Relationships Have Consequences, Ownership and Lifecycle
- Data Architect › Master Data and Identity: Steve Trucking, What I Would Architect
- Data Architect › Designing for Scale: overview, Ownership, Parent and Lookup Skew, Volume Meets the Sharing Model
- Data Architect › Migration and Synchronization: Loading at Volume
- Data Architect › Data Security for Humans, Applications, and Agents: The Sharing Model Your Data Model Must Respect
Copies, newest first:
- Current: Winter ’27 (release 264, API 68.0, updated September 11, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’26 (release 258, API 65.0, updated July 24, 2025): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’25 (release 252, API 62.0, updated November 29, 2024): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’24 (release 246, API 59.0, updated October 6, 2023): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’23 (release 240, API 56.0, updated November 10, 2022): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’22 (release 234, API 53.0, updated November 23, 2021): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’21 (release 228, API 50.0, updated October 26, 2020): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’20 (release 222, API 47.0, updated November 20, 2019): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’19 (release 216, API 44.0, updated December 4, 2018): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’18 (release 210, API 41.0, updated November 30, 2017): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’17 (release 204, API 38.0, updated October 31, 2016): PDF (opens in a new tab) · archive (opens in a new tab)
- Baseline: Winter ’16 (release 198, API 35.0, updated December 10, 2015): PDF (opens in a new tab) · archive (opens in a new tab)
Apex Developer Guide
Release editions · 12 copies · Winter ’16 to Winter ’27 Current (opens in a new tab)
How Apex runs with and without sharing, in user or system mode, how code creates Apex managed shares, and how tests run as another user.
Cited in:
- Data Architect › Salesforce Data Architecture: Custom Objects, Ownership and Lifecycle, Keeping Data Consistent
- Data Architect › Designing for Scale: When Volume Changes Everything, Volume Meets the Sharing Model
- Data Architect › Query and Retrieval Architecture: How Salesforce Finds Your Data, When Salesforce Uses an Index, Search Is Not Query
- Data Architect › Integration and Data Movement: The Integration Data Contract
- Data Architect › Migration and Synchronization: Automation During the Load
- Data Architect › Transactions, Concurrency, and Reliability: overview, The Lock Footprint of a Save, Designing Out Lock Contention, Safe to Retry
- Sharing & Visibility Architect › Thinking Like a Security Architect: The Route Through This Course, and What Changed in 2025–2026
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: Who Can See It, and Proving It
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Sharing in Code and Flow, and System Mode, Roles, Super Users, Account Hierarchies
- Integration Architect › APIs, Contracts and Data Across the Wire: Schemas and Transformation
- Integration Architect › The Admin's Integration Toolkit: Named and External Credentials
Copies, newest first:
- Current: Winter ’27 (release 264, API 68.0, updated October 23, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’26 (release 258, API 65.0, updated January 9, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’25 (release 252, API 62.0, updated January 3, 2025): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’24 (release 246, API 59.0, updated December 28, 2023): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’23 (release 240, API 56.0, updated January 12, 2023): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’22 (release 234, API 53.0, updated December 2, 2021): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’21 (release 228, API 50.0, updated December 22, 2020): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’20 (release 222, API 47.0, updated November 27, 2019): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’19 (release 216, API 44.0, updated January 15, 2019): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’18 (release 210, API 41.0, updated December 19, 2017): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’17 (release 204, API 38.0, updated December 22, 2016): PDF (opens in a new tab) · archive (opens in a new tab)
- Baseline: Winter ’16 (release 198, API 35.0, updated December 17, 2015): PDF (opens in a new tab) · archive (opens in a new tab)
Object Reference for the Salesforce Platform
Release editions · 12 copies · Winter ’16 to Winter ’27 Current (opens in a new tab)
The standard objects and their fields, including the share objects (such as AccountShare and its row causes) and the factors that affect data access.
Cited in:
- Data Architect › Salesforce Data Architecture: The Standard Data Models, Custom Objects, Design the Salesforce Physical Model
- Data Architect › Designing for Scale: Volume Meets the Sharing Model
- Data Architect › Integration and Data Movement: Before the Arrow
- Data Architect › Migration and Synchronization: Migration Is a Quality Project First
- Data Architect › Data Security for Humans, Applications, and Agents: Classify, Then Protect
- Sharing & Visibility Architect › Thinking Like a Security Architect: Four Principles, the Salesforce Way
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: 25 Ways, in Eight Sets, Defaults, Hierarchy, Ownership, Queues, Criteria, Guest, Owner, Manual, Teams, Territories and More, View All, Implicit, Data Categories, Sharing in Code and Flow, and System Mode, Sharing Sets, Share Groups, Account Relationships, Roles, Super Users, Account Hierarchies
Copies, newest first:
- Current: Winter ’27 (release 264, API 68.0, updated October 30, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’26 (release 258, API 65.0, updated January 9, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’25 (release 252, API 62.0, updated January 3, 2025): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’24 (release 246, API 59.0, updated December 28, 2023): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’23 (release 240, API 56.0, updated January 12, 2023): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’22 (release 234, API 53.0, updated December 6, 2021): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’21 (release 228, API 50.0, updated December 30, 2020): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’20 (release 222, API 47.0, updated December 5, 2019): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’19 (release 216, API 44.0, updated January 15, 2019): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’18 (release 210, API 41.0, updated December 20, 2017): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’17 (release 204, API 38.0, updated December 20, 2016): PDF (opens in a new tab) · archive (opens in a new tab)
- Baseline: Winter ’16 (release 198, API 35.0, updated December 17, 2015): PDF (opens in a new tab) · archive (opens in a new tab)
Sharing and Record Access Features (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2019 to 2026 Current (opens in a new tab)
The list of record access features (defaults, role hierarchy, sharing rules, teams, manual and Apex sharing and more) and how they combine.
Cited in:
- Data Architect › Data Quality and Governance: Governance Is Designed Into the Org
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: overview, 25 Ways, in Eight Sets, Defaults, Hierarchy, Ownership, Queues
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-03-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-06): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-11-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-08-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-10-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-04-01): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Set Your Internal Organization-Wide Sharing Defaults (Salesforce Help)
Living page · yearly archive copies · 7 copies · 2019 to 2026 Current (opens in a new tab)
The baseline record access each object gives internal users, and the access levels Salesforce allows for each object.
Cited in:
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: The Assigned-Rep Field
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-12-09): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-07-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-08-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-08-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
External Organization-Wide Defaults Overview (Salesforce Help)
Living page · yearly archive copies · 4 copies · 2019 to 2026 Current (opens in a new tab)
The separate baseline for external users, and the rule that it can be no more open than the internal default.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Defaults, Hierarchy, Ownership, Queues
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-12): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-23): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-12-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Controlling Access Using the Role Hierarchy (Salesforce Help)
Living page · yearly archive copies · 6 copies · 2020 to 2026 Current (opens in a new tab)
How the role hierarchy opens records to managers, and the Grant Access Using Hierarchies setting for custom objects.
Cited in:
- Sharing & Visibility Architect › Thinking Like a Security Architect: Four Principles, the Salesforce Way
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: The Assigned-Rep Field
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab)
- 2025 (captured 2025-09-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-12-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-23): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-08-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Sharing Rules (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2019 to 2026 Current (opens in a new tab)
Owner-based and criteria-based sharing rules: what they share, with whom, and at what access level.
Cited in:
- Data Architect › Data Security for Humans, Applications, and Agents: overview, The Sharing Model Your Data Model Must Respect
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Criteria, Guest, Owner
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-06-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-03-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-07-12): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-26): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-10-27): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-08-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Sharing Rule Types (Salesforce Help)
Living page · yearly archive copies · 4 copies · 2020 to 2026 Current (opens in a new tab)
Which objects support sharing rules, and what each object's rules can grant.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Criteria, Guest, Owner
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
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- 2022 (captured 2022-10-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-06-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Sharing Rule Considerations (Salesforce Help)
Living page · yearly archive copies · 7 copies · 2020 to 2026 Current (opens in a new tab)
The limits on sharing rules (how many per object, criteria and guest rules) and the recalculation behavior.
Cited in:
- Data Architect › Salesforce Data Architecture: Ownership and Lifecycle
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Criteria, Guest, Owner
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-08-26): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-05): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-12-01): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-07-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-05-06): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-06-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Implicit Sharing (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2021 to 2026 Current (opens in a new tab)
The access the platform grants by itself between parent accounts and their child records, and the reverse.
Cited in:
- Data Architect › Salesforce Data Architecture: Ownership and Lifecycle
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: View All, Implicit, Data Categories
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-05-15): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-03-20): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-09-01): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Manual Sharing (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2019 to 2026 Current (opens in a new tab)
How record owners and others share a single record by hand, and when that share is removed.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Manual, Teams, Territories and More
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-11-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-08-26): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Create and Edit Public Groups (Salesforce Help)
Living page · yearly archive copies · 7 copies · 2019 to 2026 Current (opens in a new tab)
Public groups as the targets of sharing, and what members they can hold.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Criteria, Guest, Owner
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-04-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-01-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-04-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-05-06): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-12-15): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Restriction Rules (Salesforce Help)
Living page · yearly archive copies · 6 copies · 2021 to 2026 Current (opens in a new tab)
Restriction rules that narrow which records a user sees, the objects they support and how many each object allows.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Restriction and Scoping Rules
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- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-09-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
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- 2022 (captured 2022-01-27): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Restriction Rule Considerations (Salesforce Help)
Living page · yearly archive copies · 4 copies · 2022 to 2026 Current (opens in a new tab)
Where restriction rules apply and where they don't (reports, search, lookups and other surfaces).
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Restriction and Scoping Rules
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
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- 2023 (captured 2023-06-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-03-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Scoping Rules (Salesforce Help)
Living page · yearly archive copies · 3 copies · 2022 to 2026 Current (opens in a new tab)
Scoping rules that set a default filter on records without removing access.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Restriction and Scoping Rules
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-09): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-10-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Considerations for Using Account Teams (Salesforce Help)
Living page · yearly archive copies · 6 copies · 2019 to 2026 Current (opens in a new tab)
How account teams grant access to accounts and their related records, and the limits on teams.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Manual, Teams, Territories and More
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-08-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-02): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-01-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-17): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-08-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Case Teams (Salesforce Help)
Living page · yearly archive copies · 6 copies · 2021 to 2026 Current (opens in a new tab)
Case team roles and the case access each role grants.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Manual, Teams, Territories and More
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-04-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-08-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-04-05): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-11-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Create Queues (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2019 to 2026 Current (opens in a new tab)
Queues as record owners, which objects they support, and who sees queue records.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Defaults, Hierarchy, Ownership, Queues
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-06-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-06-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-05-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-04-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-07-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Sales Territories (Salesforce Help)
Living page · yearly archive copies · 7 copies · 2019 to 2026 Current (opens in a new tab)
Sales Territories (Enterprise Territory Management): territory models, assignment rules and the access territories grant.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Manual, Teams, Territories and More
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-01-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-05-12): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-05-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-08-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-08-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Allocations and Considerations for Territories (Salesforce Help)
Living page · yearly archive copies · 4 copies · 2021 to 2026 Current (opens in a new tab)
How many territories, models and rules an org can have.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Manual, Teams, Territories and More
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-04-02): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-12-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Share Your Calendar in Lightning Experience (Salesforce Help)
Living page · yearly archive copies · 6 copies · 2019 to 2026 Current (opens in a new tab)
How a user shares a calendar, and the access levels on offer.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Manual, Teams, Territories and More
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-09-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-12-12): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-03-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-12-01): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-07-09): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Data Category Visibility (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2020 to 2026 Current (opens in a new tab)
How data categories control which Knowledge articles and questions users see.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: One of Something
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-07-15): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-15): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-12-01): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-10-20): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
How Category Visibility Differs from Other Salesforce Models (Salesforce Help)
Living page · yearly archive copies · 3 copies · 2024 to 2026 Current (opens in a new tab)
How data category visibility works apart from record sharing.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: 25 Ways, in Eight Sets, View All, Implicit, Data Categories
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-07-17): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Set File Sharing to Inherit Record Permissions (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2021 to 2026 Current (opens in a new tab)
The setting that lets a file attached to a record follow the record's access.
Cited in:
- Sharing & Visibility Architect › Thinking Like a Security Architect: Four Principles, the Salesforce Way
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: List Views, Reports, Search and Files
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-08-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-01-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-27): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Make a File Private on a Record (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2020 to 2026 Current (opens in a new tab)
Who can make a file private on a record, and who still sees it.
Cited in:
- Sharing & Visibility Architect › Thinking Like a Security Architect: Four Principles, the Salesforce Way
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: List Views, Reports, Search and Files
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-08-05): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-05-17): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-08-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Set Flow Run Context (Salesforce Help)
Living page · yearly archive copies · 6 copies · 2021 to 2026 Current (opens in a new tab)
Whether a flow runs in user context or in system context with or without sharing.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: 25 Ways, in Eight Sets, Sharing in Code and Flow, and System Mode
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-01-23): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-05): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-07-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-08-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-12-01): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Enforce Parent Sharing on Lookup Relationships (Salesforce Help)
Living page · yearly archive copies · 2 copies · 2024 to 2026 Current (opens in a new tab)
Salesforce's guidance on sharing a child record when the access should follow a lookup parent.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Sharing in Code and Flow, and System Mode
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-07-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Controlled by Permission Set Behavior on Email-to-Case Routing Address (Salesforce Help)
Living page · yearly archive copies · 2 copies · 2025 to 2026 Current (opens in a new tab)
How an Email-to-Case routing address set to "Controlled by Permission Set" behaves.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: One of Something
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-10-15): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Database Operations Run in User Mode by Default, Not System Mode (Summer '26)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
The change to Apex database operations running in user mode by default.
Cited in:
- Data Architect › Query and Retrieval Architecture: Search Is Not Query
- Sharing & Visibility Architect › Thinking Like a Security Architect: Four Principles, the Salesforce Way, The Route Through This Course, and What Changed in 2025–2026
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: The Assigned-Rep Field
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Sharing in Code and Flow, and System Mode
Copies, newest first:
- Current: 2026 (captured 2026-10-20): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Faster Account Sharing Recalculation by Not Storing Case and Contact Implicit Child Shares (Summer '23)
Living page · yearly archive copies · 4 copies · 2023 to 2026 Current (opens in a new tab)
The release update that stops storing implicit child shares for cases and contacts.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: View All, Implicit, Data Categories
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-01-23): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-04-15): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-05-05): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Platform Sharing Architecture (Salesforce Architects)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
How the sharing tables, groups and recalculation work underneath record access.
Cited in:
- Data Architect › Thinking Like a Data Architect: Know Your Tools: The Nine Questions
- Data Architect › Data Security for Humans, Applications, and Agents: The Sharing Model Your Data Model Must Respect
- Sharing & Visibility Architect › Thinking Like a Security Architect: overview, The Building, the Offices and the File Cabinets
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: overview, 25 Ways, in Eight Sets, Defaults, Hierarchy, Ownership, Queues, View All, Implicit, Data Categories
Copies, newest first:
- Current: 2026 (captured 2026-05-16): archive (opens in a new tab)
Call Apex Methods (Lightning Web Components Developer Guide)
Living page · yearly archive copies · 4 copies · 2023 to 2026 Current (opens in a new tab)
How Lightning web components call Apex, and the sharing the Apex class runs with.
Cited in:
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: The Assigned-Rep Field
Copies, newest first:
- Current: 2026 (captured 2026-06-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-03-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-03-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-09-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Get Started with Compliant Data Sharing (Trailhead)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
Compliant Data Sharing in Financial Services Cloud: participant-based access that sharing rules don't give.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Manual, Teams, Territories and More
Copies, newest first:
- Current: 2026 (captured 2026-02-18): archive (opens in a new tab)
Permissions and users
Section titled “Permissions and users”Metadata API Developer Guide
Release editions · 12 copies · Winter ’16 to Winter ’27 Current (opens in a new tab)
The metadata types behind profiles, permission sets and permission set groups: which settings each one carries when it is deployed.
Cited in:
- Data Architect › Salesforce Data Architecture: Relationships Have Consequences
- Data Architect › Understanding Enterprise Data: The Systems Around Salesforce
- Data Architect › Query and Retrieval Architecture: How Salesforce Finds Your Data, How Salesforce Executes a Query
- Data Architect › Data Security for Humans, Applications, and Agents: Steve Trucking at Scale, What I Would Architect
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: One of Something, View, Normal, Power and Admin
Copies, newest first:
- Current: Winter ’27 (release 264, API 68.0, updated October 30, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’26 (release 258, API 65.0, updated January 9, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’25 (release 252, API 62.0, updated January 3, 2025): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’24 (release 246, API 59.0, updated December 28, 2023): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’23 (release 240, API 56.0, updated January 12, 2023): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’22 (release 234, API 53.0, updated December 7, 2021): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’21 (release 228, API 50.0, updated December 30, 2020): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’20 (release 222, API 47.0, updated December 5, 2019): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’19 (release 216, API 44.0, updated January 15, 2019): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’18 (release 210, API 41.0, updated December 6, 2017): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’17 (release 204, API 38.0, updated December 20, 2016): PDF (opens in a new tab) · archive (opens in a new tab)
- Baseline: Winter ’16 (release 198, API 35.0, updated December 29, 2015): PDF (opens in a new tab) · archive (opens in a new tab)
Profiles (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2019 to 2026 Current (opens in a new tab)
What a profile holds, and how profiles relate to permission sets today.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: One of Something
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-11-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-10-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-05-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-20): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-04-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-07-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
View and Manage Users (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2019 to 2026 Current (opens in a new tab)
Where admins create and manage users, and what each user record carries.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Licenses, Delegation, and Seeing a User's Access
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-07-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-01-09): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-01-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-01-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-09-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-07-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Delegate Administrative Duties (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2019 to 2026 Current (opens in a new tab)
Delegated administration: what a delegated admin can and can't do for users and objects.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Licenses, Delegation, and Seeing a User's Access
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: View All, Implicit, Data Categories
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-02-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-11-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-04-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-26): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-05-17): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-08-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Custom Permissions (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2019 to 2026 Current (opens in a new tab)
Custom permissions: switches for custom features, granted through permission sets and checked by code or formulas.
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-12-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-02): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-03-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-12-01): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-11-27): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-09-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-04-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Permission Set Groups (Salesforce Help)
Living page · yearly archive copies · 7 copies · 2020 to 2026 Current (opens in a new tab)
Bundling permission sets into one assignable group.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: View, Normal, Power and Admin
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-09-01): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-12): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-06-05): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-08-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-02-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Permission Set Groups and Combined Permissions View (Salesforce Help)
Living page · yearly archive copies · 3 copies · 2024 to 2026 Current (opens in a new tab)
The combined view of every permission a group grants.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: View, Normal, Power and Admin
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-10-16): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Permission Set Group Considerations (Salesforce Help)
Living page · yearly archive copies · 3 copies · 2024 to 2026 Current (opens in a new tab)
Limits and behaviors of permission set groups.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Lego Blocks, Not Too Small, View, Normal, Power and Admin, Expiring and Session-Activated
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-10-05): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Create Session-Based Permission Set Groups (Salesforce Help)
Living page · yearly archive copies · 3 copies · 2024 to 2026 Current (opens in a new tab)
Permission set groups that apply only while a session is activated.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Expiring and Session-Activated
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-10-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Muting Permission Sets (Salesforce Help)
Living page · yearly archive copies · 6 copies · 2020 to 2026 Current (opens in a new tab)
Muting permission sets: taking permissions out of a group without changing its member sets.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: View, Normal, Power and Admin
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-09-01): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-01-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-27): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-10-31): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Permission Set Group Muting Dependencies (Salesforce Help)
Living page · yearly archive copies · 4 copies · 2021 to 2026 Current (opens in a new tab)
How muting one permission affects the permissions that depend on it.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: View, Normal, Power and Admin
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-10-16): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Permission Set Group Status and Recalculation (Salesforce Help)
Living page · yearly archive copies · 3 copies · 2024 to 2026 Current (opens in a new tab)
When a group recalculates and what its status means meanwhile.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: View, Normal, Power and Admin
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-10-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Guidelines for Creating Permission Sets and Permission Set Groups (Salesforce Help)
Living page · yearly archive copies · 4 copies · 2023 to 2026 Current (opens in a new tab)
Salesforce's own guidance on designing permission sets and groups.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: overview, One of Something, Lego Blocks, Not Too Small
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-10-02): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-05-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Permission Set Considerations (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2021 to 2026 Current (opens in a new tab)
Limits and behaviors of permission sets, including how many an org can have.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Lego Blocks, Not Too Small
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-08-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-02-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Create Permission Sets (Salesforce Help)
Living page · yearly archive copies · 7 copies · 2019 to 2026 Current (opens in a new tab)
Creating a permission set and the license it is tied to.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Lego Blocks, Not Too Small
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-08-16): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-05): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-05-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-11-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-08-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
See the Count of Permission Set Groups a Permission Set Is Added To (Salesforce Help)
Living page · yearly archive copies · 2 copies · 2024 to 2026 Current (opens in a new tab)
Where to see how many groups use a permission set.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Licenses, Delegation, and Seeing a User's Access
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Session-Based Permission Sets (Salesforce Help)
Living page · yearly archive copies · 6 copies · 2019 to 2026 Current (opens in a new tab)
Permission sets that apply only while a session is activated.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Expiring and Session-Activated
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-03-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-07-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-09-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-12-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Standard Permission Sets (Salesforce Help)
Living page · yearly archive copies · 2 copies · 2024 to 2026 Current (opens in a new tab)
The permission sets Salesforce provides and maintains.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Lego Blocks, Not Too Small
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-05): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Permission Set and Permission Set Group Access Summaries (Salesforce Help)
Living page · yearly archive copies · 3 copies · 2024 to 2026 Current (opens in a new tab)
The access summary pages that list everything a permission set or group grants.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Licenses, Delegation, and Seeing a User's Access
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-09-01): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Manage Object Access in Object Manager (Salesforce Help)
Living page · yearly archive copies · 3 copies · 2024 to 2026 Current (opens in a new tab)
Seeing and changing object access across permission sets from the object itself.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Licenses, Delegation, and Seeing a User's Access
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-01-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-06): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
User Access Policies (Salesforce Help)
Living page · yearly archive copies · 4 copies · 2023 to 2026 Current (opens in a new tab)
User access policies that assign and remove permission sets, groups and other access by criteria.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: User Access Policies
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-02-16): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-01-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
User Access Policy Considerations (Salesforce Help)
Living page · yearly archive copies · 2 copies · 2024 to 2026 Current (opens in a new tab)
Limits and behaviors of user access policies.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: User Access Policies
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Automatically Grant or Revoke Access with a User Access Policy (Salesforce Help)
Living page · yearly archive copies · 3 copies · 2023 to 2026 Current (opens in a new tab)
Running a user access policy automatically when users are created or change.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: User Access Policies
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-02): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-07-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Converting Profiles to Permission Sets (Salesforce Help)
Living page · yearly archive copies · 3 copies · 2024 to 2026 Current (opens in a new tab)
Salesforce's tool for turning a profile's permissions into permission sets.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: One of Something
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-12-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Set Assignment Expiration Details for Users in Permission Sets and Permission Set Groups (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2021 to 2026 Current (opens in a new tab)
Giving a permission set or group assignment an end date.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Expiring and Session-Activated
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-09-27): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-12-06): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-12-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Permission Assignment Expiration Considerations (Salesforce Help)
Living page · yearly archive copies · 2 copies · 2024 to 2026 Current (opens in a new tab)
Limits and behaviors of expiring assignments.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Expiring and Session-Activated
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-02): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Object Permissions (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2019 to 2026 Current (opens in a new tab)
The object permissions (Read, Create, Edit, Delete, View All, Modify All) and what each allows.
Cited in:
- Sharing & Visibility Architect › Thinking Like a Security Architect: The Building, the Offices and the File Cabinets, Four Principles, the Salesforce Way
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: overview, Create, Read, Edit, Delete
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-01-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-09-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-08-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-09-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-08-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
"View All" and "Modify All" Permissions Overview (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2019 to 2026 Current (opens in a new tab)
The permissions that override sharing for an object or for all data.
Cited in:
- Sharing & Visibility Architect › Thinking Like a Security Architect: The Building, the Offices and the File Cabinets, Four Principles, the Salesforce Way
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: Create, Read, Edit, Delete
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-06-02): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-01-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-01-23): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-09-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-10-27): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-08-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Limit Profile Details to Required Users (Salesforce Help)
Living page · yearly archive copies · 4 copies · 2021 to 2026 Current (opens in a new tab)
Profile filtering: hiding profile names from users who don't need them.
Cited in:
- Sharing & Visibility Architect › Thinking Like a Security Architect: The Route Through This Course, and What Changed in 2025–2026
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: Different Users, Different Doors
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-05-17): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-12-01): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Licenses Overview (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2021 to 2026 Current (opens in a new tab)
User, permission set and feature licenses, and what each one controls.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Licenses, Delegation, and Seeing a User's Access
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-01-06): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-06-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-12-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Standard User Licenses (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2019 to 2026 Current (opens in a new tab)
The user license types and what each one allows.
Cited in:
- Data Architect › Salesforce Data Architecture: overview, Custom Objects, Choose the Right Object
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Licenses, Delegation, and Seeing a User's Access
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-08-05): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-03-23): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-10-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-09-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-08-26): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Give Integration Users API Only Access (Salesforce Help)
Living page · yearly archive copies · 4 copies · 2023 to 2026 Current (opens in a new tab)
The Salesforce Integration user license and its API-only access.
Cited in:
- Data Architect › Data Security for Humans, Applications, and Agents: Security Is Decided in the Data Model
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: Different Users, Different Doors
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: People, Integrations and Agents
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-02-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-04-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Manage Employee Agent Access (Salesforce Help)
Living page · yearly archive copies · 2 copies · 2025 to 2026 Current (opens in a new tab)
How employees are given access to an Agentforce employee agent.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: One of Something, People, Integrations and Agents
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-06-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Create an Agent from an Agentforce Service Agent Template (Salesforce Help)
Living page · yearly archive copies · 2 copies · 2025 to 2026 Current (opens in a new tab)
Setting up a service agent, including the agent user it runs as.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: People, Integrations and Agents
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-04-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Increase Number of Permission Sets per Organization (Salesforce Help)
Living page · yearly archive copies · 3 copies · 2024 to 2026 Current (opens in a new tab)
How an org asks for more permission sets than the default limit.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Lego Blocks, Not Too Small
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-12-09): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-08-12): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Permissions in Profiles Retirement Cancelled (Salesforce Help)
Living page · yearly archive copies · 2 copies · 2024 to 2026 Current (opens in a new tab)
Salesforce's notice that the planned retirement of permissions on profiles was cancelled.
Cited in:
- Sharing & Visibility Architect › Thinking Like a Security Architect: The Route Through This Course, and What Changed in 2025–2026
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: What Stays on the Profile, Health Check and Security Center
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: overview, One of Something
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Muting Permission Sets Are Not Included in Salesforce Change Sets (Salesforce Help)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
A deployment gap for muting permission sets in change sets.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: View, Normal, Power and Admin
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Permissions and Sharing (Summer '24 release notes)
Living page · yearly archive copies · 2 copies · 2024 to 2026 Current (opens in a new tab)
The Summer '24 changes to permissions and sharing.
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-05-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Permissions and Sharing (Winter '26 release notes)
Living page · yearly archive copies · 2 copies · 2025 to 2026 Current (opens in a new tab)
The Winter '26 changes to permissions and sharing.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Licenses, Delegation, and Seeing a User's Access
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-09-12): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Permissions and Sharing (Summer '26 release notes)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
The Summer '26 changes to permissions and sharing.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: One of Something, Licenses, Delegation, and Seeing a User's Access
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: Read and Edit, in Permission Sets, Who Can See It, and Proving It
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Permissions and Sharing (Winter '27 release notes)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
The Winter '27 changes to permissions and sharing.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Manual, Teams, Territories and More, Sharing in Code and Flow, and System Mode
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Enable Profile Filtering (Release Update, Winter '27)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
The release update that turns on profile filtering, and when it is enforced.
Cited in:
- Sharing & Visibility Architect › Thinking Like a Security Architect: The Route Through This Course, and What Changed in 2025–2026
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Migrate Users with User Access Policies (Trailhead)
Living page · yearly archive copies · 3 copies · 2024 to 2026 Current (opens in a new tab)
Using user access policies to move users from profiles to permission sets.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: User Access Policies
Copies, newest first:
- Current: 2026 (captured 2026-02-18): archive (opens in a new tab)
- 2025 (captured 2025-02-18): archive (opens in a new tab)
- 2024 (captured 2024-08-16): archive (opens in a new tab)
Fields and pages
Section titled “Fields and pages”What Determines Field Access? (Salesforce Help)
Living page · yearly archive copies · 6 copies · 2020 to 2026 Current (opens in a new tab)
The layers that decide whether a user sees or edits a field.
Cited in:
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: Read and Edit, in Permission Sets, List Views, Reports, Search and Files
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-04-26): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-03-31): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-01-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-10-23): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Ways to Control User Access to Fields (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2019 to 2026 Current (opens in a new tab)
Field-level security against page layouts: which secures a field and which only hides it.
Cited in:
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: Read and Edit, in Permission Sets, Layouts and Dynamic Forms, List Views, Reports, Search and Files
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-05-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-11-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-07-17): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Verify Access for a Particular Field (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2021 to 2026 Current (opens in a new tab)
Checking one field's access across profiles and permission sets.
Cited in:
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: Read and Edit, in Permission Sets
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-05-15): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-05-09): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-11-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Data Classification Metadata Fields (Salesforce Help)
Living page · yearly archive copies · 6 copies · 2019 to 2026 Current (opens in a new tab)
The data sensitivity and compliance fields Salesforce provides on field definitions.
Cited in:
- Data Architect › Thinking Like a Data Architect: The Data Model Is the Bones
- Data Architect › Salesforce Data Architecture: Fields Are Architecture Too
- Data Architect › Data Quality and Governance: overview, Governance Is Designed Into the Org, Dictionary, Lineage and Classification
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: Who Can See It, and Proving It
- Integration Architect › Understanding Integration Requirements: Classifying the Data
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-01-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-05-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-06-12): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-07-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Fields Required for Creating Custom Objects (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2020 to 2026 Current (opens in a new tab)
The settings a new custom object starts with, including its sharing options.
Cited in:
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: List Views, Reports, Search and Files
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-06-15): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-07-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-12-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Break Up Your Record Details with Dynamic Forms (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2021 to 2026 Current (opens in a new tab)
Dynamic Forms: placing fields on Lightning pages with their own visibility rules.
Cited in:
- Data Architect › Data Quality and Governance: Keeping Bad Data Out
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: One of Something
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-03-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-02-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-20): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Dynamic Forms Tips and Considerations (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2021 to 2026 Current (opens in a new tab)
Where Dynamic Forms work and their limits.
Cited in:
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: overview, Layouts and Dynamic Forms
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-03-16): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-07-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Visibility Rules on Lightning Pages (Salesforce Help)
Living page · yearly archive copies · 6 copies · 2019 to 2026 Current (opens in a new tab)
Component visibility rules: showing or hiding a component, which is not a security control.
Cited in:
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: Layouts and Dynamic Forms
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-09): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-06-20): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-09-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-08-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Activate Lightning Record or Home Pages (Salesforce Help)
Living page · yearly archive copies · 7 copies · 2019 to 2026 Current (opens in a new tab)
Assigning Lightning pages by app, record type and profile.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: One of Something
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-01-31): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-10-27): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-05-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-12-01): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-07-17): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Login and session security
Section titled “Login and session security”View and Edit Login Hours in Profiles (Salesforce Help)
Living page · yearly archive copies · 7 copies · 2020 to 2026 Current (opens in a new tab)
Limiting the hours a profile's users can log in.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: IP Ranges, Login Hours and Sessions
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-10-16): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-02-06): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-07-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-06-16): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-10-20): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
View and Edit Password Policies in Profiles (Salesforce Help)
Living page · yearly archive copies · 7 copies · 2019 to 2026 Current (opens in a new tab)
Password policies set on a profile.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: Passwords and MFA
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-09-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-01-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-09-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-08-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-11-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Edit Session Settings in Profiles (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2021 to 2026 Current (opens in a new tab)
Session settings set on a profile, such as timeout and session security level.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: IP Ranges, Login Hours and Sessions
Copies, newest first:
- Current: 2026 (captured 2026-05-20): archive (opens in a new tab)
- 2024 (captured 2024-11-02): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-11-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-02-09): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-12-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Modify Session Security Settings (Salesforce Help)
Living page · yearly archive copies · 7 copies · 2020 to 2026 Current (opens in a new tab)
The org-wide session security settings.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: Passwords and MFA, IP Ranges, Login Hours and Sessions
Copies, newest first:
- Current: 2026 (captured 2026-09-17): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-04-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-05-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-02-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-05-01): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-10-20): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Restrict Login IP Addresses in Profiles (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2022 to 2026 Current (opens in a new tab)
Login IP ranges on a profile: where its users may log in from.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: IP Ranges, Login Hours and Sessions
Copies, newest first:
- Current: 2026 (captured 2026-06-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-07-20): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-04-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-01-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-01-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Set Trusted IP Ranges for Your Org (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2018 to 2026 Current (opens in a new tab)
Trusted IP ranges for the org, and how they differ from profile login IP ranges.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: IP Ranges, Login Hours and Sessions
Copies, newest first:
- Current: 2026 (captured 2026-08-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-02-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-06-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-01-02): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-27): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-06-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-07-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2018 (captured 2018-12-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Log In as Another User (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2019 to 2026 Current (opens in a new tab)
Who can log in as another user, and the settings that control it.
Cited in:
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: Who Can See It, and Proving It
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-02-15): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-01-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-07-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-08-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-09-17): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-09-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-08-26): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Custom Login Flows (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2019 to 2026 Current (opens in a new tab)
Login flows that run steps after authentication and before access.
Cited in:
- Data Architect › Migration and Synchronization: Cutover Weekend
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: Different Users, Different Doors
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-02-08): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-04-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-03-16): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-09-16): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-09-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-07-17): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Set Up a Login Flow and Connect to Profiles (Salesforce Help)
Living page · yearly archive copies · 4 copies · 2023 to 2026 Current (opens in a new tab)
Connecting a login flow to profiles.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: Different Users, Different Doors
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-02-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-07-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-12-02): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Login Flow Examples (Salesforce Help)
Living page · yearly archive copies · 6 copies · 2020 to 2026 Current (opens in a new tab)
Salesforce's example login flows.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: Different Users, Different Doors
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-02-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-12-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-08-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-11-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-09-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Security Health Check (Salesforce Help)
Living page · yearly archive copies · 8 copies · 2019 to 2026 Current (opens in a new tab)
Health Check: scoring an org's security settings against a baseline.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: What Stays on the Profile, Health Check and Security Center
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-02-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-05-27): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-01-09): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-07-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-08-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-08-24): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Take Charge of Your Security Goals with Security Center (Salesforce Help)
Living page · yearly archive copies · 4 copies · 2021 to 2026 Current (opens in a new tab)
Security Center: security settings and permissions across many orgs.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: What Stays on the Profile, Health Check and Security Center
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-02-16): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-01-31): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Preauthorize User App Access Through External Client App Policies (Salesforce Help)
Living page · yearly archive copies · 2 copies · 2025 to 2026 Current (opens in a new tab)
Controlling which users can use an external client app.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: People, Integrations and Agents
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-02-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
New Connected Apps Can No Longer Be Created in Spring '26 (Salesforce Help)
Living page · yearly archive copies · 2 copies · 2025 to 2026 Current (opens in a new tab)
The change from connected apps to external client apps, and its date.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: The Doors Into Salesforce
- Integration Architect › Think Like an Integration Architect: You're Already Doing Integration
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-11-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Security-Related Product Updates to the Salesforce Platform: User Identity, Data Protection, and Access Controls (Salesforce Help)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
Salesforce's list of upcoming security changes for identity, data protection and access.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: overview, Passwords and MFA, What Stays on the Profile, Health Check and Security Center
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Preventing Connections from Anonymizing VPNs, Proxies and High-Risk IP Addresses (Salesforce Help)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
Salesforce blocking logins from anonymizing VPNs, proxies and high-risk addresses.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: IP Ranges, Login Hours and Sessions
Copies, newest first:
- Current: 2026 (captured 2026-06-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Prepare for MFA Enforcement for All Employee Users (Salesforce Help)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
The multi-factor authentication requirement for employee users, and its timeline.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: Passwords and MFA, What Stays on the Profile, Health Check and Security Center
Copies, newest first:
- Current: 2026 (captured 2026-10-09): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Prepare for Phishing-Resistant MFA Enforcement (privileged users) (Salesforce Help)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
The phishing-resistant MFA requirement for privileged users, and its timeline.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: Passwords and MFA
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Stay Secure with Proactive Health Check Notifications (Spring '26)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
Health Check notifications that warn admins when a setting drifts.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: What Stays on the Profile, Health Check and Security Center
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Refresh Token Idle TTL Is Limited to 30 Days (Winter '27)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
The limit on how long an unused refresh token stays valid.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: The Doors Into Salesforce
Copies, newest first:
- Current: 2026 (captured 2026-10-26): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
External users and sites
Section titled “External users and sites”Configure Digital Experiences Settings (Salesforce Help)
Living page · yearly archive copies · 2 copies · 2024 to 2026 Current (opens in a new tab)
The org-wide settings for Experience Cloud sites, including external user visibility.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Roles, Super Users, Account Hierarchies
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
External Account Hierarchies Considerations (Salesforce Help)
Living page · yearly archive copies · 3 copies · 2024 to 2026 Current (opens in a new tab)
External account hierarchies: limits and behaviors.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Roles, Super Users, Account Hierarchies
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-05-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
About High-Volume Community or Site Users (Salesforce Help)
Living page · yearly archive copies · 7 copies · 2020 to 2026 Current (opens in a new tab)
High-volume external users: the licenses, and how their records are shared without roles.
Cited in:
- Data Architect › Thinking Like a Data Architect: Know Your Tools: The Nine Questions
- Data Architect › Salesforce Data Architecture: Ownership and Lifecycle
- Data Architect › Data Security for Humans, Applications, and Agents: The Sharing Model Your Data Model Must Respect
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Sharing Sets, Share Groups, Account Relationships
Copies, newest first:
- Current: 2026 (captured 2026-10-20): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-10-14): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-06): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-06-06): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-10-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-05-05): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2020 (captured 2020-09-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Create a Sharing Set for Experience Cloud Site Users (Salesforce Help)
Living page · yearly archive copies · 7 copies · 2019 to 2026 Current (opens in a new tab)
Sharing sets: giving high-volume users access to records that match their account or contact.
Cited in:
- Data Architect › Thinking Like a Data Architect: Know Your Tools: The Nine Questions
- Data Architect › Data Security for Humans, Applications, and Agents: overview, Steve Trucking at Scale, What I Would Architect
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Sharing Sets, Share Groups, Account Relationships
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-11-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-01-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-01-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-18): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-07-17): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Use Share Groups to Share Records Owned by High-Volume Experience Cloud Site Users (Salesforce Help)
Living page · yearly archive copies · 6 copies · 2019 to 2026 Current (opens in a new tab)
Share groups: sharing records that high-volume users own with other users.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Sharing Sets, Share Groups, Account Relationships
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-03-27): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2022 (captured 2022-01-19): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-22): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2019 (captured 2019-07-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Delegate Site Administration to an External User (Salesforce Help)
Living page · yearly archive copies · 4 copies · 2023 to 2026 Current (opens in a new tab)
Delegated external user administration: what an external admin can do for other users.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Roles, Super Users, Account Hierarchies
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-10-16): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-06): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-12-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Delegate Account Management to an External User (Salesforce Help)
Living page · yearly archive copies · 4 copies · 2023 to 2026 Current (opens in a new tab)
Delegated account management for external users.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Licenses, Delegation, and Seeing a User's Access
Copies, newest first:
- Current: 2026 (captured 2026-10-29): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-10-10): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-09): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-12-11): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Configure Account Relationship Data Sharing Rules (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2021 to 2026 Current (opens in a new tab)
Account relationship data sharing rules: sharing between partner and customer accounts.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Sharing Sets, Share Groups, Account Relationships
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-10-09): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-12-03): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-10-25): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Grant Portal Super User Access to Partner and Customer Users (Salesforce Help)
Living page · yearly archive copies · 5 copies · 2021 to 2026 Current (opens in a new tab)
Super user access for partner and customer users: what records it opens.
Cited in:
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Roles, Super Users, Account Hierarchies
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-10-07): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-12): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2023 (captured 2023-12-04): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2021 (captured 2021-12-02): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Limits, APIs and support
Section titled “Limits, APIs and support”Salesforce Developer Limits and Allocations Quick Reference
Release editions · 12 copies · Winter ’16 to Winter ’27 Current (opens in a new tab)
The platform's limits and allocations in one place: API calls, Bulk API, SOQL and SOSL. Called the Salesforce Limits Quick Reference Guide in older editions.
Cited in:
- Data Architect › Designing for Scale: When Volume Changes Everything
- Data Architect › Query and Retrieval Architecture: Search Is Not Query
- Data Architect › Migration and Synchronization: overview, Loading at Volume, Keeping Another System in Step
- Integration Architect › Understanding Integration Requirements: Constraints
Copies, newest first:
- Current: Winter ’27 (release 264, API 68.0, updated September 11, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’26 (release 258, API 65.0, updated January 9, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’25 (release 252, API 62.0, updated November 29, 2024): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’24 (release 246, API 59.0, updated December 28, 2023): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’23 (release 240, API 56.0, updated December 15, 2022): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’22 (release 234, API 53.0, updated November 2, 2021): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’21 (release 228, API 50.0, updated October 29, 2020): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’20 (release 222, API 47.0, updated November 26, 2019): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’19 (release 216, API 44.0, updated December 4, 2018): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’18 (release 210, API 41.0, updated November 30, 2017): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’17 (release 204, API 38.0, updated December 20, 2016): PDF (opens in a new tab) · archive (opens in a new tab)
- Baseline: Winter ’16 (release 198, API 35.0, updated December 29, 2015): PDF (opens in a new tab) · archive (opens in a new tab)
Bulk API Developer Guide
Release editions · 12 copies · Winter ’16 to Winter ’27 Current (opens in a new tab)
Loading and extracting data in bulk: jobs, batches, chunking and limits.
Cited in:
- Data Architect › Migration and Synchronization: overview, Migration Is a Quality Project First, Loading at Volume, Keeping Another System in Step
- Integration Architect › APIs, Contracts and Data Across the Wire: Formats, Old to New
Copies, newest first:
- Current: Winter ’27 (release 264, API 68.0, updated October 9, 2026): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’26 (release 258, API 65.0, updated December 30, 2025): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’25 (release 252, API 62.0, updated January 3, 2025): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’24 (release 246, API 59.0, updated November 16, 2023): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’23 (release 240, API 56.0, updated December 15, 2022): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’22 (release 234, API 53.0, updated December 2, 2021): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’21 (release 228, API 50.0, updated December 10, 2020): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’20 (release 222, API 47.0, updated November 20, 2019): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’19 (release 216, API 44.0, updated December 4, 2018): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’18 (release 210, API 41.0, updated November 30, 2017): PDF (opens in a new tab) · archive (opens in a new tab)
- Winter ’17 (release 204, API 38.0, updated December 9, 2016): PDF (opens in a new tab) · archive (opens in a new tab)
- Baseline: Winter ’16 (release 198, API 35.0, updated December 17, 2015): PDF (opens in a new tab) · archive (opens in a new tab)
SOAP API End-of-Life Policy
Living page · no archived copy yet Current (opens in a new tab)
How long Salesforce supports each API version (a minimum of three years) and which versions are retired.
The Wayback Machine has no copy of this page yet; one is requested at every release.
Data and File Storage Allocations (Salesforce Help)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
How much data, file and big object storage each edition gets.
Cited in:
- Data Architect › Designing for Scale: When Volume Changes Everything, If You're Not Archiving Today…
Copies, newest first:
- Current: 2026 (captured 2026-10-20): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Event Relay (Salesforce Help)
Living page · yearly archive copies · 2 copies · 2024 to 2026 Current (opens in a new tab)
Event Relay: sending platform events and change events to Amazon EventBridge.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: The Doors Into Salesforce
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-11-06): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Salesforce Enterprise Edition Allocations (Salesforce Help)
Living page · yearly archive copies · 3 copies · 2024 to 2026 Current (opens in a new tab)
What Enterprise Edition includes: the counts and limits of features per org.
Cited in:
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Lego Blocks, Not Too Small
Copies, newest first:
- Current: 2026 (captured 2026-10-30): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2025 (captured 2025-03-26): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
- 2024 (captured 2024-09-13): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Well-Architected
Section titled “Well-Architected”Well-Architected Framework (Salesforce Architects)
Living page · yearly archive copies · 5 copies · 2022 to 2026 Current (opens in a new tab)
Salesforce's framework for healthy solutions: the Trusted, Easy and Adaptable qualities and the pillars under them.
Cited in:
- Data Architect › Thinking Like a Data Architect: overview
Copies, newest first:
- Current: 2026 (captured 2026-10-01): archive (opens in a new tab)
- 2025 (captured 2025-01-06): archive (opens in a new tab)
- 2024 (captured 2024-02-26): archive (opens in a new tab)
- 2023 (captured 2023-01-27): archive (opens in a new tab)
- 2022 (captured 2022-08-26): archive (opens in a new tab)
Well-Architected: Trusted (Salesforce Architects)
Living page · yearly archive copies · 4 copies · 2022 to 2025 Current (opens in a new tab)
The Trusted pillar: secure, compliant and reliable solutions.
Cited in:
- Data Architect › Query and Retrieval Architecture: Inside the Salesforce Engine, When Salesforce Uses an Index, Search Is Not Query
- Data Architect › Integration and Data Movement: The Integration Data Contract
- Data Architect › Data Security for Humans, Applications, and Agents: Security Is Decided in the Data Model, Classify, Then Protect
- Sharing & Visibility Architect › Thinking Like a Security Architect: overview, Building for Today, Thinking About Tomorrow, Four Principles, the Salesforce Way
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: overview, Passwords and MFA, IP Ranges, Login Hours and Sessions, Different Users, Different Doors
- Integration Architect › Understanding Integration Requirements: overview, Success Factors, Growth and Regulation
Copies, newest first:
- Current: 2025 (captured 2025-01-06): archive (opens in a new tab)
- 2024 (captured 2024-04-24): archive (opens in a new tab)
- 2023 (captured 2023-01-27): archive (opens in a new tab)
- 2022 (captured 2022-10-06): archive (opens in a new tab)
Well-Architected: Reliability (Salesforce Architects)
Living page · yearly archive copies · 5 copies · 2022 to 2026 Current (opens in a new tab)
Reliability: availability, performance, scalability and disaster recovery.
Cited in:
- Data Architect › Query and Retrieval Architecture: When Salesforce Uses an Index
- Data Architect › Integration and Data Movement: Before the Arrow, Proof of Delivery
- Data Architect › Transactions, Concurrency, and Reliability: overview, The Lock Footprint of a Save, Designing Out Lock Contention, Safe to Retry
- Integration Architect › The Admin's Integration Toolkit: What You'll See When It Breaks
Copies, newest first:
- Current: 2026 (captured 2026-01-02): archive (opens in a new tab)
- 2025 (captured 2025-01-06): archive (opens in a new tab)
- 2024 (captured 2024-04-24): archive (opens in a new tab)
- 2023 (captured 2023-01-27): archive (opens in a new tab)
- 2022 (captured 2022-10-06): archive (opens in a new tab)
Well-Architected: Scalability Patterns
Living page · no archived copy yet Current (opens in a new tab)
Patterns and anti-patterns for scale: Batch Apex for millions of records, partitioning by time, archiving historical data.
The Wayback Machine has no copy of this page yet; one is requested at every release.
Well-Architected: Operational Excellence (Salesforce Architects)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
Operational excellence: running and changing solutions well over time.
Cited in:
- Data Architect › Integration and Data Movement: The Integration Data Contract
- Data Architect › Migration and Synchronization: Automation During the Load
Copies, newest first:
- Current: 2026 (captured 2026-10-11): archive (opens in a new tab)
Well-Architected: Change Log (Salesforce Architects)
Living page · no archived copy yet Current (opens in a new tab)
Salesforce's own record of what changed in the framework, and when.
The Wayback Machine has no copy of this page yet; one is requested at every release.
Platform and architecture
Section titled “Platform and architecture”The Salesforce Platform: Transformed for Tomorrow (Salesforce Architects)
Living page · yearly archive copies · 3 copies · 2024 to 2026 Current (opens in a new tab)
How the platform is built today: SalesforceDB for transactional work, Data 360 for analytics and AI at volume, Hyperforce.
Cited in:
- Data Architect › Understanding Enterprise Data: overview, Salesforce Is One System Among Many
- Data Architect › Designing for Scale: overview, When Volume Changes Everything
- Data Architect › Query and Retrieval Architecture: Inside the Salesforce Engine
Copies, newest first:
- Current: 2026 (captured 2026-01-02): archive (opens in a new tab)
- 2025 (captured 2025-02-10): archive (opens in a new tab)
- 2024 (captured 2024-11-02): archive (opens in a new tab)
Platform Multitenant Architecture (Salesforce Architects)
Living page · yearly archive copies · 5 copies · 2022 to 2026 Current (opens in a new tab)
The multitenant, metadata-driven design: shared tables, pivot index tables, the query optimizer and governor limits.
Cited in:
- Data Architect › Salesforce Data Architecture: More Than a Database
- Data Architect › Query and Retrieval Architecture: overview, Inside the Salesforce Engine, How Salesforce Finds Your Data, How Salesforce Executes a Query
Copies, newest first:
- Current: 2026 (captured 2026-01-16): archive (opens in a new tab)
- 2025 (captured 2025-01-14): archive (opens in a new tab)
- 2024 (captured 2024-01-24): archive (opens in a new tab)
- 2023 (captured 2023-02-28): archive (opens in a new tab)
- 2022 (captured 2022-08-10): archive (opens in a new tab)
Certification
Section titled “Certification”Salesforce Certified Platform Sharing and Visibility Architect Exam Guide (Salesforce Help)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
The exam's sections, their weights and the format.
Cited in:
- Sharing & Visibility Architect › Thinking Like a Security Architect: overview, Building for Today, Thinking About Tomorrow, Study guide
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: Study guide
- Sharing & Visibility Architect › Profiles, Permission Sets and Permission Set Groups: Study guide
- Sharing & Visibility Architect › Object and Field Security: What Users Can Touch: Study guide
- Sharing & Visibility Architect › Steve's 25 Ways to Share a Record: The Map: Study guide
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Salesforce Certified Platform Identity and Access Management Architect Exam Guide (Salesforce Help)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
The Identity and Access Management exam's sections and weights, for the topics it shares with Sharing and Visibility.
Cited in:
- Sharing & Visibility Architect › The Front Door: Logging In to Salesforce: Study guide
Copies, newest first:
- Current: 2026 (captured 2026-10-21): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Platform Sharing and Visibility Architect credential (Trailhead)
Living page · yearly archive copies · 1 copy · 2026 Current (opens in a new tab)
The credential's page: prerequisites, the exam and its maintenance.
Cited in:
- Sharing & Visibility Architect › Thinking Like a Security Architect: Building for Today, Thinking About Tomorrow
Copies, newest first:
- Current: 2026 (captured 2026-10-28): archive (opens in a new tab) (page frame only: the Archive saved the page without its text)
Which Edition Should You Use?
Section titled “Which Edition Should You Use?”The current one, for anything you build or decide today: check the latest edition before you commit to a number. The older editions are there to explain the past. They tell you why an org you inherit was built the way it was, why older study material may quote different numbers, and how far the platform has come.
Salesforce’s support promise covers API versions (see API Versions above), not documents: there’s no matching promise for keeping old documents online. Salesforce has kept every edition on this page available so far, and the archived copies are the backup.
These are Salesforce’s documents. This page only links to them; it doesn’t copy them.
