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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

Profile and permission sets summary


Generally, permissions and access settings can be specified for users at profile level and at individual user permission set level. Although certain permissions and access settings can only be specified in profiles. A summary of the permission and settings types that are available in Profiles and Permission Sets can be seen in the following table:

Permission / Setting Type

Available in Profiles

Available in Permission Sets

Assigned apps

Yes

Yes

Tab settings

Yes

Yes

Record type assignments

Yes

Yes

Page layout assignments

Yes

No

Object permissions

Yes

Yes

Field permissions

Yes

Yes

User permissions (app and system)

Yes

Yes

Apex class access

Yes

Yes

Visualforce page access

Yes

Yes

External data source access

Yes

Yes

Service provider access

Yes

Yes

Custom permissions

Yes

Yes

Desktop client access

Yes

No

Login hours

Yes

No

Login IP ranges

Yes

No

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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Published in: Dec 2016
Publisher: Packt
ISBN-13: 9781786468963
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