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

Difference between role hierarchy and territory hierarchy


Territory Management works in parallel with other sharing functionalities. You have to manage both the role hierarchy and the territory hierarchy. The following is a list of a few key differences between the role hierarchy and the territory hierarchy:

Role hierarchy

Territory hierarchy

A user has a one role.

A user can be part of multiple territories.

An account is owned by a single user.

An account can be belonged to multiple territories.

An account is accessible by the owner and users above in the role hierarchy.

An account is accessible by all users in the territories to which it is assigned, as well as those above them in the territory hierarchy.

Role hierarchy affects sharing settings for all standard and custom objects in Salesforce.

Territory Management only affects the sharing settings of accounts and the standard objects that have a master-detail relationship to accounts.

The differences mentioned in the preceding...