Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Profiles


Profiles are a way to customize the overall experience of a Salesforce user. Profiles are used to decide the data security by granting object-level permissions and field-level security that decides which fields need to be shown to which specific set of users. Profiles have certain rules or settings that we can set in order to grant or restrict a set of user permissions. The role decides record-level access in Salesforce and the profile decides what users can see in those records, as well as which actions the user can perform.

Different types of profiles

There are two types of profile in Salesforce:

  • Standard: Profiles which come with standard CRM when you purchase a new Salesforce organization. You cannot delete these profiles.

  • Custom: Custom profiles are profiles that we create by cloning the existing Salesforce standard profiles.

The major difference between both the profiles lies in their applicable permissions and settings; administrative permissions, general user permissions, object...