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Book Overview & Buying
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Table Of Contents
Salesforce CRM: The Definitive Admin Handbook - Second Edition - Second Edition
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In this chapter, we described the ways in which permissions for accessing data records in Salesforce are controlled by object and profile permissions along with Organization-wide sharing defaults.
We looked at how the access to records could be further widened through the use of Permission Sets, Sharing Rules, criteria-based sharing, and also manual sharing. The mechanisms that are available to help manage the quality and integrity of data were covered where we looked at data validation rules and dependent picklist fields. We also learned about importing and exporting data using the import wizards for smaller fragments of data and the Data Loader for larger fragments of data.
In the next chapter, we will be covering Data Analytics, where we will look to see how we can report on the data in Salesforce. Included in the next chapter is the setting up of reports, dashboards, custom reports, and use of the Report Builder.
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