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

Setting profile access

Profiles are a very important and powerful security feature. In the same way that each user in Salesforce can have a role, each user must have a profile. Profiles allow you to set access to objects that are more powerful and overwrite other security settings. While profiles cover a multitude of settings, we will only focus on the object settings in the context of sharing and visibility here.

Business use case

You are the Salesforce admin for XYZ Widgets. The sales manager has requested that a group of users, all of which have the Service Manager profile, should have View All access to the accounts object. You will do this by updating the Service Manager profile.

Updating profiles

Let’s take a look at how we access the profile settings. As the following screenshot shows, we can access this setting from the Setup page, as discussed in Chapter 9, Setup and Configuration:

Graphical user interface, text, application, email  Description automatically generated

Figure 10.7: Finding the Profiles page from Setup

Let&...