Summary

This chapter looked at the mechanisms in place to help manage login access to the Salesforce CRM application and how organization-wide settings can be set to determine your company-specific information within Salesforce.com.

We also looked at the options to set up and configure the look and feel of the application, along with details of the methods used to search for information in Salesforce.

Notes and tips gained from the experience of Salesforce CRM system administration were outlined to help guide and improve the implementation and understanding of these features.

Finally, we posed some questions to help clarify some of the key features of Salesforce CRM administration in the areas of organization setup and the global user interface.

Having looked at these core customization feature sets, we will now look at how profiles and sharing in Salesforce CRM govern what functionality and access permissions a user has throughout the application.