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

Controlling system access


Salesforce provides several features to allow you to control user's access to your instance of Salesforce CRM. Here we are going to look at the key control mechanisms and access policies that are available for you to set.

Password policies

There are several password and login policy features that help you to improve your organization's security. To set these password policies, navigate to Setup | Security Controls | Password Policies. Select the required settings and then click on Save.

Let's look at each of the password policies which are shown in the following screenshot:

User passwords expiration period

Password expiration periods for all users in your organization are set by the picklist selection User passwords expire in.

This sets the length of time until all user passwords expire and must be changed. Users with the Password Never Expires permission are not affected by this setting.

Note

The options are 30 days, 60 days, 90 days, 180 days, One Year, and Never Expires...