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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

Organization-Wide Defaults (OWD)

OWD, often referred to in Salesforce CRM as OWD sharing settings, are used to specify the level of access that applies to the data that resides in an organization. For most data and its containing objects, the OWD sharing settings can be set to one of the following:

  • Public Full Access
  • Public Read/Write/Transfer
  • Public Read/Write
  • Public Read Only
  • Private
  • Price Book-sharing settings

OWD sharing settings specify the default level of access to records and can be configured specifically for most of the objects in Salesforce, such as accounts, contacts, leads, and activities.

When setting up the OWD sharing settings, you can set the access level for internal users using the Default Internal Access settings and use the Default External Access settings to apply different default access levels for external users. Here, external users are part of the community...
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