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

Profile and permission sets summary


Generally, permissions and access settings can be specified for users at profile level and at individual user permission set level. Although certain permissions and access settings can only be specified in profiles. A summary of the permission and settings types that are available in Profiles and Permission Sets can be seen in the following table:

Permission / Setting Type

Available in Profiles

Available in Permission Sets

Assigned apps

Yes

Yes

Tab settings

Yes

Yes

Record type assignments

Yes

Yes

Page layout assignments

Yes

No

Object permissions

Yes

Yes

Field permissions

Yes

Yes

User permissions (app and system)

Yes

Yes

Apex class access

Yes

Yes

Visualforce page access

Yes

Yes

External data source access

Yes

Yes

Service provider access

Yes

Yes

Custom permissions

Yes

Yes

Desktop client access

Yes

No

Login hours

Yes

No

Login IP ranges

Yes

No