Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

Introduction to record ownership, profiles, and sharing


Before looking at the features available to manage users, we start with a brief introduction to the concepts of record owner, profiles, and sharing in Salesforce CRM.

Record owner

The terminology record owner is reflected throughout Salesforce and for each and every data record there can be one, and only one, record owner.

Only users that are active in Salesforce can have records assigned to them.

When a user is marked inactive in Salesforce CRM, he/she no longer has access to the application. However, any records that this inactive user owns remain in the application and continue to show the inactive user as the record owner.

The record owner setting generally determines if access to that record is available to other users within the organization, and is enabled using either profile or sharing settings.

Profiles and sharing

Profiles, sharing, and the optional role hierarchy setting work together and should be considered as a whole when setting...