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

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Salesforce Flows, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce administrator By the end of the book, you will know how to manipulate Salesforce to achieve your business goals
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&...