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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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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

Creating a guide to help users grant login access to you


There are many occasions when it is useful for you to log in as one of the users in your organization. This could be, say, to check data access from their role or profile or to check reports or dashboards and so on.

If the Administrators Can Log in as Any User feature is disabled, rather than instructing individuals one-by-one, on how to grant you login access you can save time for both yourself and the users in your organization by preparing a how-to guide to help users grant login access to you. The following is a sample how-to guide that lists the steps that they need to take to make the required setting and is shown in the following screenshot:

When the Administrators Can Log in as Any User feature is enabled, users will no longer have the option to grant login access to administrators, but they can still grant login access to Salesforce.com support.

Where additional apps have been installed, the list of entities that users can...

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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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