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

Manual sharing rules


Users can manually share certain types of records with other users within the Salesforce CRM application. Some objects that are shared automatically include access to all other associated records. For example, if a user shares one of their account records, then the granted user will also have access to all the opportunities and cases connected to that account.

Manual sharing rules are generally used either on a one-off basis to share a record or whenever there is difficulty trying to determine a consistent set of users, groups, and the associated rules that would be involved as a part of an Organization-Wide Sharing setting. To be able to grant sharing access for a record, the user must either be the record owner, a system administrator, a user in a role above the owner in the hierarchy, or any user that has been granted full access; or the Organization-Wide settings for that object must allow access through hierarchies.

Users grant access simply by clicking on the Sharing...