© The Author(s), under exclusive license to APress Media, LLC, part of Springer Nature 2024
J. YuGetting Started with Salesforce CRM Analyticshttps://doi.org/10.1007/979-8-8688-0479-3_8

8. Applying Security

Johan Yu1  
(1)
Singapore, Singapore
 

This chapter will discuss all aspects of security that can be implemented in CRM Analytics. Same as other reporting tools, you always need to secure access from multiple points of view, for example, hide a particular dashboard from all users and only make it visible to a specific group of users, or make the dashboard visible to users but not allow them to edit it. In CRM Analytics, we can use Apps to control dashboard visibility.

For a more advanced technique, you can show the dashboard result based on who the ...

Get Getting Started with Salesforce CRM Analytics: A Beginner’s Guide to Building Interactive and Complex Dashboards now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.