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Salesforce for Beginners - Second Edition

You're reading from  Salesforce for Beginners - Second Edition

Product type Book
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Pages 532 pages
Edition 2nd Edition
Languages
Concepts
Authors (2):
Sharif Shaalan Sharif Shaalan
Profile icon Sharif Shaalan
Timothy Royer Timothy Royer
Profile icon Timothy Royer
View More author details

Table of Contents (24) Chapters

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Understanding record ownership

Record ownership is central to the access capabilities built into the Salesforce platform. This ownership allows you to specify which users should be able to access specific records. Every record created in Salesforce has an owner. An owner is a user in the system (such as the user we created in the previous section). At a minimum, the record owner would have access to the record they own. This access can then be expanded to other users using various sharing and visibility features that were covered in Chapter 10, An Overview of Sharing and Visibility. All organizations have some level of independent work, ad hoc collaboration, and structured collaboration. These use cases are all covered by record ownership and sharing features built into the Salesforce platform. Figure 11.5 below shows the record owner field, in this case, Account Owner. The owner field on all objects determines who the owner of the record is.

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