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Salesforce Reporting and Dashboards

You're reading from   Salesforce Reporting and Dashboards Master the art of building successful reports and dashboards with this comprehensive guide

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Product type Paperback
Published in Mar 2015
Publisher Packt
ISBN-13 9781784394677
Length 306 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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Table of Contents (11) Chapters Close

Preface 1. Introducing Salesforce.com FREE CHAPTER 2. Managing Data in Salesforce.com 3. Creating Your First Report 4. Working with Reports 5. Learning Advanced Report Configuration 6. Creating Your First Dashboard 7. Learning Advanced Dashboard Configuration 8. Accessing Historical Data 9. Dashboards and Reports in Salesforce1 Index

Configure data visibility and accessibility

Salesforce comes with complete functionalities for administrators to configure data secured as per your organization's needs. The way Salesforce works is by setting the object level with less access to all users. If the data needs to be accessible by groups of users, the administrator can configure rules to auto-share it. The other way round is not possible—you cannot give more access to everyone and then create rules to block the access.

There are two fundamental settings that determine user ability to access a record:

  • The Organization-Wide Defaults (OWD) sharing setting
  • User permission

The Organization-Wide Defaults (OWD) sharing setting is a fundamental setting for each object in Salesforce that is used to determine object visibility and accessibility. There are a few standard accessibilities that can be configured for each object, although some objects may have special settings. But in general, the default access option is available...

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