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You're reading from  Salesforce CRM Administration Handbook

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781835085691
Edition1st Edition
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Authors (2):
Krzysztof Nowacki
Krzysztof Nowacki
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Krzysztof Nowacki

Krzysztof Nowacki is a Salesforce Certified Administrator and Consultant with 15+ years of experience in CRM and HR software implementations and consultancy for key international accounts in various industries (including FMCG, pharmacy, retail, manufacturing, finance, and SSC/BPO). He is also a speaker at conferences and a lecturer in postgraduate studies.
Read more about Krzysztof Nowacki

Mateusz Twarożek
Mateusz Twarożek
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Mateusz Twarożek

Mateusz Twarożek is a certified Salesforce administrator and consultant boasting 14 years of IT industry experience. Currently, he serves as the Head of Quickstarts for Salesforce Admins in the CEE region and acts as a consultant. His expertise spans system design in diverse sectors such as fintech, sales, manufacturing, and education, with a notable specialization in the NGO sector. As a conference speaker, he takes pleasure in disseminating his knowledge and insights within the community. Beyond his professional endeavors, he is a devoted spouse and parent who cherishes family time and has a personal interest in solving logical puzzles.
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Profiles, roles, and permission sets

If we already have a user, let us give them access to certain doors that were previously closed to them. Therefore, in this section, we will deal with profiles, roles, and permission sets. Let me start with the first one. Long, long ago, Salesforce created great software for database management. When users started browsing all the records, one of them stumbled upon the salaries of other employees. This is, of course, a fictional example, but I think such situations could have been quite common. Whenever I start a conversation with a client, I mention such examples; they always spark the imagination, and we start discussing access.

Profiles in Salesforce are a key element in ensuring user access and security. Forgive me for spoiling a later part of the text – this may soon change. For now, profiles maintain all elements related to access; thanks to them, you can grant or revoke the possibility of entering records of a given object. Can...

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Salesforce CRM Administration Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781835085691

Authors (2)

author image
Krzysztof Nowacki

Krzysztof Nowacki is a Salesforce Certified Administrator and Consultant with 15+ years of experience in CRM and HR software implementations and consultancy for key international accounts in various industries (including FMCG, pharmacy, retail, manufacturing, finance, and SSC/BPO). He is also a speaker at conferences and a lecturer in postgraduate studies.
Read more about Krzysztof Nowacki

author image
Mateusz Twarożek

Mateusz Twarożek is a certified Salesforce administrator and consultant boasting 14 years of IT industry experience. Currently, he serves as the Head of Quickstarts for Salesforce Admins in the CEE region and acts as a consultant. His expertise spans system design in diverse sectors such as fintech, sales, manufacturing, and education, with a notable specialization in the NGO sector. As a conference speaker, he takes pleasure in disseminating his knowledge and insights within the community. Beyond his professional endeavors, he is a devoted spouse and parent who cherishes family time and has a personal interest in solving logical puzzles.
Read more about Mateusz Twarożek