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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

Chapter 4. Securing Access to Data and Data Validation

In the previous chapters, we have looked at how Salesforce controls access to information using the user profile mechanism. We have seen how the appropriate object level permissions, such as create, read, update, and delete have to be set on the user's profile to allow the user corresponding permissions to the records of that object type.

In this chapter, we will look at organization-wide sharing defaults, roles, and other sharing settings which compliment and extend the assigning of access permissions to users within the Salesforce CRM application.

This chapter also looks in detail at some of the mechanisms for controlling record updates and features that allow you to govern and control the quality of data entered into Salesforce CRM.

Finally, you will be presented with a number of questions about the key features of Salesforce CRM administration in the area of security and access which are covered in this chapter.

The following...

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