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Salesforce CRM Administration Handbook

You're reading from   Salesforce CRM Administration Handbook A comprehensive guide to administering, configuring, and customizing Salesforce CRM

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Length 328 pages
Edition 1st Edition
Concepts
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Authors (2):
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Mateusz Twarożek Mateusz Twarożek
Author Profile Icon Mateusz Twarożek
Mateusz Twarożek
Krzysztof Nowacki Krzysztof Nowacki
Author Profile Icon Krzysztof Nowacki
Krzysztof Nowacki
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Toc

Table of Contents (16) Chapters Close

Preface 1. Chapter 1: Getting Started with Salesforce FREE CHAPTER 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

Summary

In this chapter, users delved into pivotal elements of Salesforce security and access control.

The exploration began with an in-depth look at sharing settings, shedding light on the crucial role played by organization-wide defaults and sharing rules. Users gained a profound understanding of how these settings dictate record access within an organization. Particularly emphasized was their role in horizontal data sharing among different teams or groups, enriching the comprehension of data visibility.

Field-level security emerged as a critical aspect, unveiling its significance in managing field visibility and editability. Users discerned the nuanced differences between controlling field access at the Profile level versus the Page Layout level, empowering them to exercise tighter control over sensitive data.

The chapter progressed to focus on login policies and MFA, exploring strategies to fortify user authentication and ensure secure access to Salesforce platforms. This...

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