Book Image

Salesforce CRM - The Definitive Admin Handbook - Fifth Edition

By : Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook - Fifth Edition

By: Paul Goodey

Overview of this book

Salesforce’s winter ’19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform. This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You’ll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it’ll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you’ll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You’ll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM.
Table of Contents (19 chapters)
Free Chapter
1
Section 1: Getting Started with Salesforce CRM
5
Section 2: Managing Data in Salesforce
9
Section 3: Business Processes, Cloud Development, and Lightning Experience
16
Section 4: Salesforce CRM Certification

User login and authorization

Organizations have several methods of accessing the Salesforce CRM application. Access can be gained from either the UI (using a web browser), the API (for example, using an integrated client application or the Apex Data Loader), a desktop client (for example, Salesforce for Outlook), or from a mobile client application.

Whenever a login attempt is made to Salesforce using any of these methods, the user's login request is authorized by the system using the following sequence of checks:

  • Does the user's profile have any login restrictions?
  • Is the user's IP address present in the list of trusted IP addresses?
  • Has the user record previously been activated from this IP address?
  • Does the user's web browser have a valid browser cookie from Salesforce stored?

The user is denied access to Salesforce CRM if their login attempt is not from...