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

Organization-Wide Defaults


OWDs sharing settings are used to define the default sharing settings for an organization. For most objects, sharing settings can be set to Private, Public Read Only, or Public Read/Write.

OWDs sharing settings, specify the default level of access to records and can be set separately for most of the objects in Salesforce such as accounts, contacts, and activities.

Note

When setting up the OWDs, you can set the access level for internal users using the Default Internal Access settings and set a different default access level for external users using the Default External Access settings.

Here, external users are part of the Community Management feature which is provided by Salesforce at additional cost and is used to collaborate with individuals associated with your company's ecosystem such as suppliers, vendors or any other third-party venture.

As shown in the preceding diagram, along with the user's profile, the OWD defines the baseline level of access to data records...