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  • Book Overview & Buying Salesforce CRM : The Definitive Admin Handbook - Third Edition
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Salesforce CRM : The Definitive Admin Handbook - Third Edition

Salesforce CRM : The Definitive Admin Handbook - Third Edition - Third Edition

By : Paul Goodey GP, Paul Goodey
4.4 (12)
Buy this Book
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Salesforce CRM : The Definitive Admin Handbook - Third Edition

Salesforce CRM : The Definitive Admin Handbook - Third Edition

4.4 (12)
By: Paul Goodey GP, Paul Goodey
Buy this Book

Overview of this book

This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.
Table of Contents (12 chapters)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
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1
1. Organization Administration
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1. Organization Administration
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The Salesforce setup menu
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User login and authorization
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Establishing your company profile within Salesforce
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User interface and supported browsers
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Search overview
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Summary
2
2. User Management in Salesforce CRM
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2. User Management in Salesforce CRM
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An introduction to record ownership, profiles, and sharing
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Managing users in Salesforce CRM
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Viewing and editing user information
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Freezing user accounts
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Password management
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Password policies
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Forgot Password / Locked Account Assistance
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API Only User Settings
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Session management
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Session timeout
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Session settings
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Login page caching and autocomplete
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Identity confirmation
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Clickjack protection
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Cross-Site Request Forgery (CSRF) Protection
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Session Security Levels
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A how-to guide to help users grant login access to you
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Summary
3
3. Configuration in Salesforce CRM
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3. Configuration in Salesforce CRM
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The relationship between a profile and the features that it controls
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Objects
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Fields
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Object relationships
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Apps
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Tabs
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Renaming labels for standard tabs, standard objects, and standard fields
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Creating custom objects
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Object Limits
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Creating custom object relationships
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Creating custom fields
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Dependent picklists
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Building relationship fields
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Lookup relationship options
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Master-detail relationship options
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Lookup filters
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Building formulas
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Basic formula
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Advanced formula
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Building formulas – best practices
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Building formula text and compiled character size limits
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Custom field governance
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Page layouts
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Record types
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Related lists
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List views
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Summary
4
4. Data Management
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4. Data Management
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The data access security model
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Organization-Wide Defaults (OWDs) for sharing
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Role hierarchy
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Organization-Wide Defaults and sharing rules
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Sharing rules
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Data validation
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An overview of data import and export utilities
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Data Loader
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Best practices for mass data updating
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Weekly export
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Field sets
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Folders
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Recycle Bin
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Data storage utilization
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Summary
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5. Data Analytics with Reports and Dashboards
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5. Data Analytics with Reports and Dashboards
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Reports
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Groupings
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Custom summary formulas
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Bucket fields
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Changing the report format
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Dashboards
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Summary
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6. Implementing Business Processes in Salesforce CRM
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6. Implementing Business Processes in Salesforce CRM
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Workflow rules and the approval processes
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Configuring workflow rules
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Approval process
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Configuring approval processes
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Visual Workflow
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Summary
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7. Salesforce CRM Functions
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7. Salesforce CRM Functions
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A functional overview of Salesforce CRM
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Marketing administration
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Salesforce automation
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Service cloud
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Salesforce Chatter
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Summary
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8. Extending Salesforce CRM
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8. Extending Salesforce CRM
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Enterprise mash-ups in web applications
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Mash-ups in Salesforce CRM
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Server-side mash-ups
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Introduction to Visualforce
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Summary
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9. Best Practices for Enhancing Productivity
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9. Best Practices for Enhancing Productivity
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Salesforce AppExchange marketplace
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Change management overview
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User adoption
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Summary
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10. Mobile Administration
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10. Mobile Administration
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Accessing Salesforce Mobile products
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Salesforce mobile products' overview
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Summary
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Index
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Index

The data access security model

There are several flexible options that are available for you to control how records are accessed within your organization.

In the previous chapter, we looked at the broadest way in which you can control data by setting properties for the objects that a user can view, edit, and create through the configuration and assignment of profiles.

We also looked at the creation of fields and field-level security that is set at the profile level and is applied to records at the database level. Returning to the diagram, we will now look at the security model shown in the top-right corner of the following diagram:

To specify and set the individual records that a user can view and edit, we now look at other mechanisms that can be applied, which are setting your Organization-Wide Defaults, defining a role hierarchy, and creating sharing rules.

The following diagram shows how, with the addition of each extra feature shown, access to records is broadened:

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Salesforce CRM : The Definitive Admin Handbook - Third Edition
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