Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

The relationship between a profile and the features that it controls


The following diagram describes the relationship that exists between a profile and the features that it controls:

The profile is used to:

  • Control access to the type of license specified for the user and any login hours or IP address restrictions that are set. This was covered in detail in Chapter 1, Organization Administration.

  • Control access to objects and records using the role and sharing model. If the appropriate object-level permission is not set on the user's profile, then the user will be unable to gain access to the records of that object type in the application. This was introduced in Chapter 2, User Management in Salesforce CRM, and will be covered in detail in Chapter 4, Data Management.

In this chapter, we will look at the configurable elements that are set in conjunction with a profile. These are used to control the structure and the user interface of the Salesforce CRM application.