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

Permission sets


Salesforce allows you assign only one profile to a user, but sometimes it's necessary to assign more than one profile to users based on your business requirements. Through the permission set, you can grant a group of settings and permissions to your users that allows them to access various apps and functions, in addition to the profile. The settings available in these permission sets are similar to those in profiles, but they extend the user's functional access without changing their profiles.

A business scenario: Eric Cordell  is working as Sales Manager West at Universal Containers. As per the initial business requirement, Sales Manager West can only access the opportunity records for an account that belongs to North America. Over the past few years, Eric helped Universal Containers to increase their sales pipeline from $15 million to $40 million. Now Sales Director Merint Mathew wants to grant all opportunities access (either edit or delete) to Eric Cordell, so he can manage...