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Security

Organization-Wide Defaults (OWD)

Organization-Wide Defaults (OWD) Explained

OWD is the foundation of Salesforce's record-level security model. For each object, admins set the default external and internal access to one of four levels: Private (only the record owner and users above them in the role hierarchy can see the record), Public Read Only (all users can view but not edit), Public Read/Write (all users can view and edit), and Controlled by Parent (access is inherited from the parent object in a master-detail relationship). These defaults apply before role hierarchy, sharing rules, teams, and manual sharing are evaluated.

Choosing the correct OWD requires balancing security with usability. Setting Opportunity to Private is common in organizations with competitive sales teams, while Account is often Public Read Only so service reps can view customer context. Changing OWD on large objects triggers a sharing recalculation that can take hours, so it should be planned carefully. Clientell AI can model different OWD configurations and predict their impact on user access patterns before you commit to a change.

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