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

Sharing rules


With sharing rules, you are in effect setting automatic extensions to your Organization-Wide Sharing Defaults settings for particular sets of users. As shown in the following screenshot, this can be considered as opening up visibility and access to records for those users.

Sharing rules apply to:

  • All new and existing records owned by the specified role or group members

  • Both active and inactive users

Sharing rules extend the access specified by OWDs and the role hierarchy.

Note

Sharing rules can never be stricter than your OWDs settings and allow wider data access for the included users or groups of users. To define sharing rules, navigate to Setup | Security Controls | Sharing Settings. Now scroll down to the lower part of the page to reveal the Sharing Rules sections.

The following screenshot shows the Sharing Rules page where there are sections to set the sharing rules for the various standard objects within the application, such as Lead, Account, and Contact, as well as any custom...