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 data access security model


There are several flexible options for you to control how records are accessed within your organization.

In the previous chapter, we looked at the broadest way that you can control data by setting properties for the objects that a user can view, edit, and create through the configuration and assignment of profiles.

We also looked at the creation of fields and field-level security which is set at profile level and is applied to records at the database level. Returning to the diagram, we will now look at the security model shown at the top-right corner of the following diagram:

The data access security model is the lowest level of data access and security, and enables you to control access at record level using the following four features:

  • Organization-Wide Defaults (OWDs)

  • Role hierarchy

  • Sharing rules

  • Manual sharing

The following diagram shows how, with the addition of each extra feature shown, the scope of provided access to records widens:

We will now look at mechanisms...