Protecting Sensitive HR Data in Salesforce: A Guide for Public Sector Solutions

• A. Disable the Grant Access Using Hierarchies setting on the Case object
• B. Mirror the Org Chart into the Role Hierarchy
• C. Set the Organization-Wide Defaults for the Case object to private
• D. Disable all approval processes on the Case object

Answer: (C)

When it comes to managing sensitive HR data within Salesforce Employee Experience Management, one configuration stands out like a neon sign in a dark alley: setting the Organization-Wide Defaults (OWD) for the Case object to private. You know what? It’s a game-changer for securing sensitive information and ensuring that only those who truly need access can see it.

So, let’s break this down. The OWD setting to private means the only individuals who can see the case records are the owners themselves, alongside users who sit above them in the role hierarchy. It’s like having a VIP section in a club — only certain people get in. This reduces visibility and protects delicate employee information, which is crucial in HR scenarios where personal data is involved.

Now, you might be wondering about other options, right? For instance, if you disable the Grant Access Using Hierarchies setting on the Case object, you'd be limiting cascading access through the role hierarchy. Sounds good, but here’s the kicker: it doesn’t actually restrict access as effectively as setting the OWD to private. It’s like putting a lock on your door but leaving the window wide open — still vulnerable.

What about mirroring the Org Chart into the Role Hierarchy? You’d think that makes sense, but this could backfire by giving unnecessary access to more users than intended. Think of it as extending your network and suddenly finding your home turned into a party venue — more guests mean less control.

And then there’s the idea of simply disabling all approval processes on the Case object. Honestly, that doesn’t do much for securing data access. It’s like throwing out your locked box of treasures but leaving the key on the table. Without proper management of access permissions, sensitive HR data remains exposed.

Clearly, adjusting the OWD setting is the golden ticket here. By making this critical change, you aren’t just improving security — you’re aligning your approach with best practices for data protection in the workplace. The protection of HR information isn’t just a boxes-ticked exercise; it’s about building trust and accountability in your organization.

In the end, when configuring Salesforce for public sector solutions, always remember this key point: create a fortress for your sensitive data. By implementing stringent access controls like private OWD settings, you ensure peace of mind, knowing that only the right folks have access to the treasure trove of information that is HR data. Keeping employee information confidential isn’t just a necessity; it’s a fundamental responsibility, and it starts with choosing the right configuration strategies.