Chapter 19

Understanding the Configuration for Your Business

In This Chapter

arrow Navigating the Configuration menu

arrow Planning for configuration

arrow Verifying your corporate profile

arrow Defining the role hierarchy

arrow Developing your sharing model

arrow Setting up users and profiles

arrow 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 ...

Get Salesforce® Service Cloud® For Dummies® 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.