March 2015
Intermediate to advanced
384 pages
7h 56m
English
Content preview from Salesforce® Service Cloud® For Dummies®
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Chapter 19
Understanding the Configuration for Your Business
In This Chapter
Navigating the Configuration menu
Planning for configuration
Verifying your corporate profile
Defining the role hierarchy
Developing your sharing model
Setting up users and profiles
Leveraging security controls
What is configuration anyway? In tech speak, configuration covers a range of activities, but generally refers to the arrangement of components in a system. It includes setting up certain features, customizing them, and defining parameters and values. The goal is twofold:
- To successfully customize a system that aligns with its users’ needs while keeping ease-of-use (adoption) and scalability in mind
- To establish and maintain the integrity of the system and the data within it
Thankfully, Salesforce ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.