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How to Edit Organization-Wide Defaults (OWD) in Salesforce

·2 min read
In this article

Learn how to access and modify Organization-Wide Defaults (OWD) in Salesforce to control data access for your users.

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Here's how to edit organization-wide defaults (owd) in Salesforce

  1. Access the Setup Menu

    From your Salesforce home page, locate and click the gear icon in the top right corner. This action will reveal a dropdown menu with various administrative options.

  2. Navigate to Setup

    In the dropdown menu that appears, select "Setup." This will take you to the main Salesforce Setup home page, where you can manage your organization's settings.

  3. Open Security Settings

    On the left sidebar of the Setup page, scroll down and click on the "Security" section. This will expand a submenu with security-related configurations.

  4. Go to Sharing Settings

    Within the expanded "Security" submenu, find and click on "Sharing Settings." This action will direct you to the page where Organization-Wide Defaults are managed.

  5. Initiate Editing of Defaults

    On the Sharing Settings page, locate the "Organization-Wide Defaults" section. Click the "Edit" button to unlock the settings and make modifications to your sharing rules.

  6. Configure Organization-Wide Defaults

    Adjust the default internal and external access levels for each object listed. These settings determine the baseline access users have to records before any sharing rules are applied.

  7. Save Your Changes

    Once you have configured the desired access levels for all objects, click the "Save" button. Salesforce will then process and apply your new Organization-Wide Defaults.

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Frequently Asked Questions

Organization-Wide Defaults (OWD) are the baseline security settings in Salesforce that specify the default level of access users have to each other's data. They define the most restrictive access an object can have.