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Salesforce Essentials for Administrators

You're reading from   Salesforce Essentials for Administrators Discover the administration fundamentals and challenges of Salesforce CRM

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Product type Paperback
Published in Oct 2014
Publisher
ISBN-13 9781784398071
Length 158 pages
Edition 1st Edition
Concepts
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Author (1):
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Mohit Shrivatsava Mohit Shrivatsava
Author Profile Icon Mohit Shrivatsava
Mohit Shrivatsava
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Toc

Table of Contents (9) Chapters Close

Preface 1. User Management and User Profiling FREE CHAPTER 2. Configuring Salesforce 3. Reports and Dashboards 4. Record-level Access, Security, and Audit Features 5. Session Management, Data Loader, and Data Loading Best Practices 6. Troubleshooting Common Problems 7. An Overview of Sales and Service Cloud Index

Problem statement 2


An object's organization-wide default setting is set as private, but still, one of your users is able to access the record. As an administrator, your challenge is to find out how the user is granted access.

Debugging steps

The following are the steps to debug the problem:

  1. The first step is to check the profile of the user and find out whether the profile has the Modify All or View All settings checked at the global level (administrative privileges) or at the object level. If yes, then this is causing the issue, and it might be worth putting the user under a different profile or creating a new profile and assigning the user to the new one. Also, one has to be judicious enough to conclude whether removing these permissions from the profile will impact other users.

  2. If it is not a profile issue, we need to look at whether the user has a permission set assigned and whether the permission set grants access through the Modify All and View All settings. If yes, then modify the permission...

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