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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

Session security levels


Session-level security settings are used for connected apps, reports, and dashboards. Here you can restrict access to these areas of functionality based on the level of security associated with the authentication (login) method for the user's current session. You can restrict access to connected apps, reports, and dashboards by setting the level of security associated with the user's current authentication (login) method; each login method has one of two security levels which is either Standard or High Assurance. Different authentication methods are assigned with the following security levels:

  • Username Password (Standard)

  • Delegated Authentication (Standard)

  • Activation (Standard)

  • Two-Factor Authentication (High Assurance)

  • Authentication Provider (Standard)

  • Lightning Login (Standard)

To change the security level associated with a login method navigate to Setup | Security Controls | Session Settings. Locate the Session Security Levels, select the login method and then click...

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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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