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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

Summary


In this chapter, we described the features that provide data access and security configuration for system administrators and their levels of data access. Organization-Wide Sharing Defaults, Roles, and other sharing settings were described.

We looked at how the access to records could be further widened through the use of Permission Sets, Sharing Rules, criteria-based sharing, and also manual sharing.

Finally, we posed some questions to help clarify some of the key features of Salesforce CRM administration in the areas of Security and Access.

In the next chapter, we will be looking at ways of loading and extracting data from Salesforce CRM, where we will look at the utilities available for importing and exporting data to and from Salesforce. Included in the next chapter is a look at Data Loader and the data import wizards.

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