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

Organization-Wide Defaults (OWD)

OWD, often referred to in Salesforce CRM as OWD sharing settings, are used to specify the level of access that applies to the data that resides in an organization. For most data and its containing objects, the OWD sharing settings can be set to one of the following:

  • Public Full Access
  • Public Read/Write/Transfer
  • Public Read/Write
  • Public Read Only
  • Private
  • Price Book-sharing settings

OWD sharing settings specify the default level of access to records and can be configured specifically for most of the objects in Salesforce, such as accounts, contacts, leads, and activities.

When setting up the OWD sharing settings, you can set the access level for internal users using the Default Internal Access settings and use the Default External Access settings to apply different default access levels for external users. Here, external users are part of the community...