Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Chapter 4. Data Management

In the previous chapters, we looked at how Salesforce controls access to information using the user profile mechanism. We saw how the appropriate object level permissions, such as create, read, update, and delete, have to be set on the user's profile to allow the user's corresponding permissions to the records of that object type.

In this chapter, we will look at organization-wide sharing defaults, roles, and other sharing settings that complement and extend the assigning of access permissions to users within the Salesforce CRM application.

This chapter also looks in detail at some of the mechanisms to control record updates and features that are available to govern and control the quality of data entered into the application.

Finally, we will look at some of the data utilities that are available to import and export data to and from the system.