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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook Build, configure, and customize Salesforce CRM and mobile solutions

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Product type Paperback
Published in Apr 2019
Publisher Packt
ISBN-13 9781789619782
Length 782 pages
Edition 5th Edition
Languages
Concepts
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Authors (2):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
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Toc

Table of Contents (19) Chapters Close

Preface 1. Section 1: Getting Started with Salesforce CRM FREE CHAPTER
2. Setting Up Salesforce CRM and the Company Profile 3. Managing Users and Controlling System Access 4. Configuring Objects and Apps 5. Section 2: Managing Data in Salesforce
6. Securing Access to Data and Data Validation 7. Managing Data in Salesforce CRM 8. Generating Data Analytics with Reports and Dashboards 9. Section 3: Business Processes, Cloud Development, and Lightning Experience
10. Implementing Business Processes in Salesforce CRM 11. Core Business Functionality in Salesforce CRM 12. Extending and Enhancing Salesforce CRM 13. Administrating the Mobile Features of Salesforce CRM 14. Lightning Experience 15. Einstein Analytics 16. Section 4: Salesforce CRM Certification
17. Studying for the Certified Administrator Exam 18. Other Books You May Enjoy

Salesforce health check

The Health Check feature allows you to view the key security settings in your organization, such as login access policies, password policies, and so on, and compare these settings to the security standards that are recommended by Salesforce.

To access the Health Check settings, navigate to Setup | Security Controls | Health Check, where you will be presented with the following page:

The Health Check page displays actual, and Salesforce-recommended, values for the following security controls:

  • Login access policies
  • Network access
  • Password policies
  • Remote site settings
  • Session Settings

Within the page, high-risk and medium-risk settings are shown, along with a comparison to the Salesforce recommended setting, referred to as STANDARD VALUE. Links are provided within this screen so that you can modify any of the given security settings, along with a summary...

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