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

Record ownership and data security

To balance the flexibility for collaboration and the need for data security, Salesforce includes multiple features to restrict access to data. Many of these features were discussed in Chapter 10, An Overview of Sharing and Visibility, but we will summarize a few key features below:

  • Organization-wide defaults: When you set an object’s organization-wide default to Private, only the users that own records belonging to that object have access. This can be extended using the various sharing options, profile, and role settings.
  • You can configure custom objects to prevent users from automatically inheriting access to them through the role hierarchy.
  • You can prevent users from deleting records through profile settings. This may also include record owners.

All of the Salesforce Platform sharing capabilities are supported by three components of the ownership-based sharing architecture:

  • An Owner field for all...