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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Role hierarchy

Salesforce allows us to control the records access and organization reports using role. In other words, you can use it to control record-level access in Salesforce. It describes how roles connect to each other. It may or may not be exactly akin to your organization hierarchy. A role can have one, more than one, or even no users assigned to it. It is best practice to ensure that every user is assigned a role when they are first added to the system.

Users who are higher in the role hierarchy will be able to see the records of people below them. Users who share the same the role or who are at the same level (for example, the VP of Sales and the VP of Marketing) cannot access each other's records:

Role hierarchy

In the preceding image, the Managing Director can see all the organization records, as they are at the top of the role hierarchy. At the same time the Sales Director and Marketing Head can't see each other's records even though both are at the same level. While the Sales...

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