Chapter 20
Accessing the Right Data with User Permissions
IN THIS CHAPTER
Managing users over time
Planning your sharing model
Building profiles to determine access
Defining your role hierarchy
Delegating administrative duties
How can Salesforce be customized for your company so that each user sees only pertinent information? You’ve come to the right chapter.
For administrators or members of your customer relationship management (CRM) project team with the right privileges, Salesforce allows you to easily configure your system so that users can access and share information according to your goals. With Salesforce, you have a variety of ways to control access and sharing of data, from system-wide sharing rules to assigning profiles. And, if you have Enterprise Edition or Unlimited Edition, you have industrial-strength flexibility, even to the point of field-level security.
In this chapter, we show you all the steps you can take (or should consider) for configuring Salesforce to ensure ...
Get Salesforce For Dummies, 8th Edition 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.
