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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

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 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

Levels of data access and security

There are various features within Salesforce CRM that provide data access and security that can be configured by system administrators and these can be applied at different levels in the platform. We will now look at the multiple levels that allow you to apply data access and security control to the information in your Salesforce org.

Organization

The first and highest level of data access and security is at the organization level. This allows for controlled access to Salesforce by authorized users where you can configure rules such as password policies and login access rules. These settings are covered in Chapter 2, Managing Users and Controlling System Access.

Objects and fields

The second and third level of data access and security is at object and field level respectively. Data access and security at object level provides the most basic category of controlling which data users have access to. Objects can have permissions applied to allow or prevent...

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