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Salesforce Advanced Administrator Certification Guide

You're reading from   Salesforce Advanced Administrator Certification Guide Become a Certified Advanced Salesforce Administrator with this exam guide

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Product type Paperback
Published in Nov 2019
Publisher Packt
ISBN-13 9781838643898
Length 672 pages
Edition 1st Edition
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Author (1):
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Enrico Murru Enrico Murru
Author Profile Icon Enrico Murru
Enrico Murru
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Table of Contents (27) Chapters Close

Preface 1. Section 1: Security, Access, and Organization Management
2. Secure Data Access FREE CHAPTER 3. Auditing and Monitoring 4. Change Management 5. Section 2: Data Model Management
6. Extending Custom Objects 7. Section 3: Sales and Service Cloud Applications
8. Support Sales Strategies with Sales Cloud Features 9. Service Cloud Applications 10. Section 4: Data and Content Management
11. Improving Data Quality with Duplicate Management 12. Salesforce CRM Content Management 13. Section 5: Reports and Dashboards
14. Mastering Reports 15. Visualizing Key Metrics with Dashboards 16. Section 6: Process Automation
17. Automation with Workflows 18. Automating Record Approval with Approval Processes 19. Lightning Process Builder 20. Lightning Flows 21. The Coding Approach 22. Section 7: Taking Your Certification Exam
23. Tips and Tricks for Passing Your Exam 24. Mock Test A and B 25. Assessments 26. Other Books You May Enjoy

The Salesforce sharing model

Once you have selected which objects and fields a user can have CRUD access too, you need to know how to control record-level access. We can do this using Salesforce's sharing settings.

OWD sharing

To define the Organization-Wide Defaults sharing settings, go to Setup | Security | Sharing Settings:

A selection of standard objects and all custom objects can be set in this page.

This OWD page is meant for setting the most restrictive access to a given object. This means that, from now on, you can ask an administrator to only grant additional access and not restrict it.

By default, Salesforce uses role hierarchies to grant access to records to the users that belong to roles above a given user...

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Salesforce Advanced Administrator Certification Guide
Published in: Nov 2019
Publisher: Packt
ISBN-13: 9781838643898
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