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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

Creating a guide to help users grant login access to you

There are many occasions when it is useful for you to log in as one of the users in your organization. This could be, say, to check data access from their role or profile, or to check reports or dashboards, and so on.

If the Administrators Can Log in as Any User feature is disabled, rather than instructing individuals one by one, on how to grant you login access, you can save time for both yourself and the users in your organization by preparing a how-to guide. The following is a sample how-to guide that lists the steps that they need to take to apply the required setting:

Where additional apps have been installed, the list of entities that users can select to grant access to may increase. For example, if your organization has installed the Non Profit Starter Pack app published by the Salesforce foundation (see http://www...

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