Chapter 19. Fine-Tuning the Configuration

In This Chapter

  • Modifying your corporate profile

  • Building the role hierarchy

  • Developing your sharing model

  • Setting up users

  • Delegating administrative duties

In earlier chapters, you can discover how to add custom fields, define pick-lists, and create standard templates so that Salesforce looks like it was made exactly for your business. If you're starting to think about additional ways to tweak the system so that each user sees only information pertinent to him or her, 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. Regardless of which Salesforce edition your company has chosen, 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 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, including creating the role hierarchy, assigning profiles, determining field-level security, creating users, setting up your sharing rules, and managing groups. We also show you other methods for controlling security, which include password policies, session settings, audit trails, and delegating ...

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