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

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...