Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Save more on your purchases now! discount-offer-chevron-icon
Savings automatically calculated. No voucher code required.
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

Arrow left icon
Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Arrow right icon
View More author details
Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile FREE CHAPTER 2. Managing Users and Controlling System Access 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Profile and permission sets summary


Generally, permissions and access settings can be specified for users at profile level and at individual user permission set level. Although certain permissions and access settings can only be specified in profiles. A summary of the permission and settings types that are available in Profiles and Permission Sets can be seen in the following table:

Permission / Setting Type

Available in Profiles

Available in Permission Sets

Assigned apps

Yes

Yes

Tab settings

Yes

Yes

Record type assignments

Yes

Yes

Page layout assignments

Yes

No

Object permissions

Yes

Yes

Field permissions

Yes

Yes

User permissions (app and system)

Yes

Yes

Apex class access

Yes

Yes

Visualforce page access

Yes

Yes

External data source access

Yes

Yes

Service provider access

Yes

Yes

Custom permissions

Yes

Yes

Desktop client access

Yes

No

Login hours

Yes

No

Login IP ranges

Yes

No

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime