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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

You're reading from  Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Product type Book
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Pages 644 pages
Edition 4th Edition
Languages
Concepts

Table of Contents (18) Chapters

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface
1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

The relationship between a profile and the features that it controls

The following diagram describes the relationship that exists between a profile and the features that it controls:

The profile is used to:

  • Control access to the type of license specified for the user and any login hours or IP address restrictions that are set. This was covered in detail in Chapter 1, Setting up Salesforce CRM and the Company profile.

  • Control access to objects and records using the role and sharing model. If the appropriate object-level permission is not set on the user's profile, then the user will be unable to gain access to the records of that object type in the application. This was introduced in Chapter 2, Managing Users and Controlling System Access, and will be covered in detail in Chapter 4, Securing Access to Data and Data Validation.

In this chapter, we will look at the configurable elements that are set in conjunction with a profile. These are used to control the structure and the user interface...

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