Book Image

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
Book Image

Salesforce for Beginners - Second Edition

By: Sharif Shaalan, Timothy Royer

Overview of this book

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

An Overview of Sharing and Visibility

Sharing and visibility are the cornerstones of data security in Salesforce. In the context of a business, the first decision that an organization makes is whether to have an open policy, which means all the users can see all the records. Depending on the nature of the business, this is not always possible and some records and/or fields need to be secure and only visible to certain people. If this is the case, the system needs to be set to completely private from the start; then, access is granted using several layers of administration features.

In this chapter, we will cover the following sharing and visibility security features in detail:

  • Using organization-wide defaults
  • Understanding the role hierarchy
  • Applying sharing rules
  • Setting team access
  • Setting profile access
  • Using permission sets
  • System and user permissions, implicit sharing, and Apex sharing

With the help of these topics,...