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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Organization-Wide Defaults


OWDs sharing settings are used to define the default sharing settings for an organization. For most objects, sharing settings can be set to Private, Public Read Only, or Public Read/Write.

OWDs sharing settings, specify the default level of access to records and can be set separately for most of the objects in Salesforce such as accounts, contacts, and activities.

Note

When setting up the OWDs, you can set the access level for internal users using the Default Internal Access settings and set a different default access level for external users using the Default External Access settings.

Here, external users are part of the Community Management feature which is provided by Salesforce at additional cost and is used to collaborate with individuals associated with your company's ecosystem such as suppliers, vendors or any other third-party venture.

As shown in the preceding diagram, along with the user's profile, the OWD defines the baseline level of access to data records...

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