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

Sharing rule


To open record-level access for groups of users, role, or role and subordinates outside of the OWD, you can use the sharing rule. The sharing rule is used to open up access; you can't restrict the access using the sharing rule. Salesforce has the following types of sharing rules:

  • Criteria-based sharing rule: If you want to share the records based on the field values in the record, then you have to use a criteria-based sharing rule. For example, let's say you use a lead object to better manage prospects. A criteria-based sharing rule could share all lead records in which the Country field is set to India with all sales reps from APAC. You can have a maximum of 50 criteria-based sharing rules per object.

  • Owner-based sharing rule: If you want to share the records based on the owner of a record, then you have to use an owner-based sharing rule. For example, let's say you use an account object to better manage customers. An owner-based sharing rule could share all account records...