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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Chapter 2. Security Settings in Salesforce

This chapter starts with a high-level overview of company profile settings, followed by an overview of role hierarchy, profiles and organization-wide default (OWD) in Salesforce, which will help you to brush up the concepts that you will need as an administrator. We will also discuss permission sets, the various ways for an organization to manage users, and the key concepts related to this management. Later, we will go through how you can troubleshoot common business challenges related to record access and field visibility. All these concepts are very important as these are one time setups that will decide how your Salesforce organization will work in accordance with your organization's structure.

The following topics will be covered in this chapter:

  • Using OWD to secure your organization's data
  • Using the sharing rule to grant record access to users
  • Securing record data using field-level security
  • Managing profiles and permission sets...
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