Search icon CANCEL
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 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 users...

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