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Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

By : Paul Goodey
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Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM - The Definitive Admin Handbook

3 (6)
By: Paul Goodey

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 (12 chapters)
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Chapter 4. Securing Access to Data and Data Validation

In the previous chapters, we have looked at how Salesforce controls access to information using the user profile mechanism. We have seen how the appropriate object level permissions, such as create, read, update, and delete have to be set on the user's profile to allow the user corresponding permissions to the records of that object type.

In this chapter, we will look at organization-wide sharing defaults, roles, and other sharing settings which compliment and extend the assigning of access permissions to users within the Salesforce CRM application.

This chapter also looks in detail at some of the mechanisms for controlling record updates and features that allow you to govern and control the quality of data entered into Salesforce CRM.

Finally, you will be presented with a number of questions about the key features of Salesforce CRM administration in the area of security and access which are covered in this chapter.

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