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

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, Setting up Salesforce CRM and the Company profile.

  • 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, Managing Users and Controlling System Access, and will be covered in detail in Chapter 4, Securing Access to Data and Data Validation.

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...