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

System and user permissions, implicit sharing, and Apex sharing

In this section, we will touch on system and user permissions, implicit sharing, and Apex sharing.

System and user permissions

System permissions are permissions that apply to all apps, such as View All Data or Modify All Data. User permissions are permissions that are tied to user management and access. Both of these sections can be found on profiles and permission sets under the System Permissions link, as you can see in the following screenshot:

Table  Description automatically generated with medium confidence

Figure 10.15: Link for System Permissions found on profiles and permission sets

This takes us to the next page, which shows us a list of permissions:

Table  Description automatically generated

Figure 10.16: List of permissions after clicking the System Permissions link

All of the available system permissions appear under System. Scrolling down on this page takes you to the following section:

Text  Description automatically generated

Figure 10.17: Users section of System Permissions

As you can see in the preceding...