Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Free Learning
Arrow right icon
Salesforce CRM : The Definitive Admin Handbook - Third Edition
Salesforce CRM : The Definitive Admin Handbook - Third Edition

Salesforce CRM : The Definitive Admin Handbook - Third Edition: Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios , Third Edition

Arrow left icon
Profile Icon Goodey Profile Icon Paul Goodey GP
Arrow right icon
$19.99 per month
Full star icon Full star icon Full star icon Full star icon Half star icon 4.4 (12 Ratings)
Paperback Jan 2015 480 pages 3rd Edition
eBook
$9.99 $36.99
Paperback
$60.99
Subscription
Free Trial
Renews at $19.99p/m
Arrow left icon
Profile Icon Goodey Profile Icon Paul Goodey GP
Arrow right icon
$19.99 per month
Full star icon Full star icon Full star icon Full star icon Half star icon 4.4 (12 Ratings)
Paperback Jan 2015 480 pages 3rd Edition
eBook
$9.99 $36.99
Paperback
$60.99
Subscription
Free Trial
Renews at $19.99p/m
eBook
$9.99 $36.99
Paperback
$60.99
Subscription
Free Trial
Renews at $19.99p/m

What do you get with a Packt Subscription?

Free for first 7 days. $19.99 p/m after that. Cancel any time!
Product feature icon Unlimited ad-free access to the largest independent learning library in tech. Access this title and thousands more!
Product feature icon 50+ new titles added per month, including many first-to-market concepts and exclusive early access to books as they are being written.
Product feature icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Product feature icon Thousands of reference materials covering every tech concept you need to stay up to date.
Subscribe now
View plans & pricing
Table of content icon View table of contents Preview book icon Preview Book

Salesforce CRM : The Definitive Admin Handbook - Third Edition

Chapter 2. User Management in Salesforce CRM

In the previous chapter, we looked at user authentication and how user login access is authorized by the Salesforce application. We were introduced to the concept of a user being assigned a profile that could be set to control certain permissions. The user profile login permissions we looked at were restrictions on login hours and IP addresses, which allow you to control when and from where users log in to the Salesforce application.

In this chapter, we will look at how users can be managed in more detail and understand how some of the key profile settings are used within the Salesforce CRM application.

We will start to look into the ways in which a user's profile controls access to objects and also governs what features are available to that user.

Generally speaking, objects represent database tables that contain your organization's information and are discussed in detail in Chapter 3, Configuration in Salesforce CRM. For example...

An introduction to record ownership, profiles, and sharing

Before looking at the features available to manage users, we start with a brief introduction to the concepts of record ownership, profiles, and sharing in Salesforce CRM.

Record owner

The record owner terminology is reflected throughout Salesforce and, for each and every data record, there can be one and only one record owner.

Only users that are active in Salesforce can have records assigned to them.

When a user is marked inactive in Salesforce CRM, he or she no longer has access to the application. However, any records that this inactive user owns remain in the application and continue to show the inactive user as the record owner.

The record owner setting generally determines whether access to that record is available to other users within the organization and is enabled using either profile or sharing settings.

Profiles and sharing

Profiles, sharing, and the optional role hierarchy setting work together and should be considered as...

Managing users in Salesforce CRM

All users in your organization with access to Salesforce CRM require a username, an e-mail address, a password, and a profile along with an active user license.

Depending on the features your organization has purchased, you can have user options such as Marketing, Service Cloud, and Mobile, which give particular users the ability to access other features that are only available with a specific user license. A user can be assigned to one or more of these options.

You can also create and manage other types of users outside your organization by applying the appropriate licenses that provide limited access to your Salesforce organization, as detailed later in this chapter.

In association with the user license, you can govern all users' access to data using the options available in either the profile settings or the sharing features.

Profile settings control access to applications and objects, while sharing features control access to specific records.

To go to...

Viewing and editing user information

To view or edit user information, navigate to Setup | Manage Users | Users. Now, click on Edit next to a user's name. Change the necessary information and click on Save.

Users can also change or add to their own personal information after they log in.

If you change a user's e-mail address and do not select the Generate new password and notify user immediately option, a confirmation message will be sent to the new e-mail address that you entered to verify the change of e-mail. The user must click on the link provided in that message for the new e-mail address to take effect.

If you change a user's e-mail and reset the password at the same time, the new password is automatically sent to the user's new e-mail address, and an e-mail verification is not required.

Click on Unlock to unlock a user who is locked out of Salesforce.

Note

The Unlock button is only available when a user is locked out.

Searching for users

You can use the search features...

Freezing user accounts

This feature allows you to freeze user records. Often, there are times where you might not want to deactivate a user immediately (such as when a user is part of an approval process) but you must prevent them from logging into your organization (as they have left the company, for example) while you perform the steps to deactivate them.

To freeze a user record, navigate to Setup | Manage Users | Users. Now, click on a user's name to access their user detail page. Then, click on the Freeze button.

Password management

You have the following options to reset passwords for users in Salesforce CRM:

  • Resetting passwords
  • Expiring passwords

Resetting passwords

If users have forgotten their password, they can click on the Forgot your password? link on the Salesforce CRM login page, which presents them with a screen to enter their username, as shown in the following screenshot:

Resetting passwords

The user will then receive an e-mail from Salesforce that contains a new password link that will require them to answer a previously set security question, (such as Where were you born? ) before their password is reset, and then they can log in to Salesforce.

To reset a user's password, navigate to Setup | Manage Users | Users. Now, select the checkbox next to the user's name.

Optionally, to change the passwords for all currently displayed users, check the box in the column header to select all rows.

Click on Reset Password to have a new password e-mailed to the user(s).

Note

After you reset users' passwords, some...

An introduction to record ownership, profiles, and sharing


Before looking at the features available to manage users, we start with a brief introduction to the concepts of record ownership, profiles, and sharing in Salesforce CRM.

Record owner

The record owner terminology is reflected throughout Salesforce and, for each and every data record, there can be one and only one record owner.

Only users that are active in Salesforce can have records assigned to them.

When a user is marked inactive in Salesforce CRM, he or she no longer has access to the application. However, any records that this inactive user owns remain in the application and continue to show the inactive user as the record owner.

The record owner setting generally determines whether access to that record is available to other users within the organization and is enabled using either profile or sharing settings.

Profiles and sharing

Profiles, sharing, and the optional role hierarchy setting work together and should be considered as a...

Managing users in Salesforce CRM


All users in your organization with access to Salesforce CRM require a username, an e-mail address, a password, and a profile along with an active user license.

Depending on the features your organization has purchased, you can have user options such as Marketing, Service Cloud, and Mobile, which give particular users the ability to access other features that are only available with a specific user license. A user can be assigned to one or more of these options.

You can also create and manage other types of users outside your organization by applying the appropriate licenses that provide limited access to your Salesforce organization, as detailed later in this chapter.

In association with the user license, you can govern all users' access to data using the options available in either the profile settings or the sharing features.

Profile settings control access to applications and objects, while sharing features control access to specific records.

To go to the...

Viewing and editing user information


To view or edit user information, navigate to Setup | Manage Users | Users. Now, click on Edit next to a user's name. Change the necessary information and click on Save.

Users can also change or add to their own personal information after they log in.

If you change a user's e-mail address and do not select the Generate new password and notify user immediately option, a confirmation message will be sent to the new e-mail address that you entered to verify the change of e-mail. The user must click on the link provided in that message for the new e-mail address to take effect.

If you change a user's e-mail and reset the password at the same time, the new password is automatically sent to the user's new e-mail address, and an e-mail verification is not required.

Click on Unlock to unlock a user who is locked out of Salesforce.

Note

The Unlock button is only available when a user is locked out.

Searching for users

You can use the search features (described in the...

Freezing user accounts


This feature allows you to freeze user records. Often, there are times where you might not want to deactivate a user immediately (such as when a user is part of an approval process) but you must prevent them from logging into your organization (as they have left the company, for example) while you perform the steps to deactivate them.

To freeze a user record, navigate to Setup | Manage Users | Users. Now, click on a user's name to access their user detail page. Then, click on the Freeze button.

Password management


You have the following options to reset passwords for users in Salesforce CRM:

  • Resetting passwords

  • Expiring passwords

Resetting passwords

If users have forgotten their password, they can click on the Forgot your password? link on the Salesforce CRM login page, which presents them with a screen to enter their username, as shown in the following screenshot:

The user will then receive an e-mail from Salesforce that contains a new password link that will require them to answer a previously set security question, (such as Where were you born? ) before their password is reset, and then they can log in to Salesforce.

To reset a user's password, navigate to Setup | Manage Users | Users. Now, select the checkbox next to the user's name.

Optionally, to change the passwords for all currently displayed users, check the box in the column header to select all rows.

Click on Reset Password to have a new password e-mailed to the user(s).

Note

After you reset users' passwords, some users might...

Password policies


There are several password and login policy features that help you improve your organization's security. To set these password policies, navigate to Setup | Security Controls | Password Policies. Select the required settings and then click on Save.

Let's look at each of the password policies that are shown in the following screenshot:

The user password expiration period

Password expiration periods for all users in your organization are set by the User passwords expire in picklist selection.

This sets the length of time until all user passwords expire and must be changed. Users with the Password Never Expires permission are not affected by this setting.

Note

The options are 30 days, 60 days, 90 days, 180 days, One Year, and Never Expires.

Enforce password history

The enforce password history setting is used to remember users' previous passwords so that they must always enter a previously unused password. The password history is not saved until you set this value. You cannot select...

Forgot Password / Locked Account Assistance


The following sections discuss the options available under Forgot Password / Locked Account Assistance.

Message

By setting this message, the text will appear in the lockout e-mail that users receive whenever they need you to reset their password. Your users will also see the message text in the confirm identity screen and e-mail that they receive whenever their password is reset. It is useful to add your contact details and a personal message.

Help link

Setting this link results in the text above this option appearing as a web URL that, when clicked on, will allow your users to navigate to a separate page, such as a custom help page, that you have available.

API Only User Settings


The upcoming section discusses the option available under API Only User Settings.

Alternative Home Page

API Only Users will be redirected to this URL after they have confirmed a user management change (such as resetting a password). This can be used as a way of confirming the change as users with the profile or permission setting of API Only User cannot access Salesforce via the user interface and hence receive no visual confirmation.

Session management


There are several session security features that help you improve your organization's security. These features include setting the session expiration timeout, locking sessions to the IP address from which they originated, and other organization-wide session settings. To set these session options, navigate to Setup | Security Controls | Session Settings. Select the required settings, as shown in the following screenshot, and then click Save:

Let's look at each of the session security features.

Session timeout


There are various features that can be used to set the session timeout as per the following sections.

Timeout value

Timeout value sets the length of time after which inactive users are automatically logged out of the system. The options are between 15 minutes and 12 hours.

Note

As a system administrator, you need to balance the requirements for user satisfaction and the enforcement of security controls; however, it is recommended that you choose as short a timeout period as possible to protect sensitive information and enforce stricter security.

The value of the last active session is not updated until halfway through the timeout period. So, if you have a 2-hour timeout, the system does not check for activity until 1 hour has passed. As an example, say, you have a 2-hour timeout value. If you update a record after 30 minutes, the last active session value is not updated because there was no activity after 1 hour and hence, you will still be logged out in another 1 hour and 30...

Session settings


There are various features that can be sued to set the session as per the following sections.

Lock sessions to the IP address from which they originated

The Lock sessions to the IP address from which they originated option is used to specify whether users' sessions are to be locked to the IP address with which they logged in.

Note

Enabling this option helps prevent the hijacking of valid user sessions by unauthorized people.

Require secure connections (HTTPS)

The Require secure connections (HTTPS) option sets whether HTTPS (instead of the less secure HTTP connection) is required to access Salesforce.

Note

This option is enabled by default and can only be disabled by sending a request to salesforce.com support.

Force relogin after Login-As-User

The Force relogin after Login-As-User option, when set, results in you having to log in again to get back into Salesforce after logging out as a logged-in user. When this is not set, you are taken to the original session after logging out as...

Login page caching and autocomplete


The Login page caching and autocomplete feature, which stores users' login details (just the list of usernames but not the password), is as per the upcoming section.

Enable caching and autocomplete on login page

The Enable caching and autocomplete on login page option enables users' browsers to store username text and so, after their initial log in, usernames are automatically set in the User Name field on the login page.

Note

This option is enabled by default.

Identity confirmation


The Identify confirmation feature, which allows further mechanisms to extend the standard use of e-mail confirmation, is as per the upcoming section.

Enable SMS-based identity confirmation

The Enable SMS-based identity confirmation option enables users to receive a One-Time PIN, which they receive via SMS. Once enabled, administrators or users must verify their mobile phone number before taking advantage of this feature.

Note

This option is enabled by default and can only be disabled by sending a request to salesforce.com support.

Left arrow icon Right arrow icon

Description

This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.

Who is this book for?

This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.

What you will learn

  • Configure and control the various organizationwide user interface features in Salesforce CRM
  • Set up and maintain a user and administer appropriate security and login access mechanisms
  • Apply organization security and understand the capabilities of the Salesforce CRM sharing model
  • Create, delete, and customize fields, page layouts, and list views for custom and standard objects
  • Implement the mechanisms for data management and discover the tools to import, update, transfer, and mass delete data

Product Details

Country selected
Publication date, Length, Edition, Language, ISBN-13
Publication date : Jan 30, 2015
Length: 480 pages
Edition : 3rd
Language : English
ISBN-13 : 9781784397562
Vendor :
Salesforce
Tools :

What do you get with a Packt Subscription?

Free for first 7 days. $19.99 p/m after that. Cancel any time!
Product feature icon Unlimited ad-free access to the largest independent learning library in tech. Access this title and thousands more!
Product feature icon 50+ new titles added per month, including many first-to-market concepts and exclusive early access to books as they are being written.
Product feature icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Product feature icon Thousands of reference materials covering every tech concept you need to stay up to date.
Subscribe now
View plans & pricing

Product Details

Publication date : Jan 30, 2015
Length: 480 pages
Edition : 3rd
Language : English
ISBN-13 : 9781784397562
Vendor :
Salesforce
Tools :

Packt Subscriptions

See our plans and pricing
Modal Close icon
$19.99 billed monthly
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Simple pricing, no contract
$199.99 billed annually
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just $5 each
Feature tick icon Exclusive print discounts
$279.99 billed in 18 months
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just $5 each
Feature tick icon Exclusive print discounts

Frequently bought together


Stars icon
Total $ 148.97
Salesforce Essentials for Administrators
$32.99
Salesforce Reporting and Dashboards
$54.99
Salesforce CRM : The Definitive Admin Handbook - Third Edition
$60.99
Total $ 148.97 Stars icon
Banner background image

Table of Contents

11 Chapters
1. Organization Administration Chevron down icon Chevron up icon
2. User Management in Salesforce CRM Chevron down icon Chevron up icon
3. Configuration in Salesforce CRM Chevron down icon Chevron up icon
4. Data Management Chevron down icon Chevron up icon
5. Data Analytics with Reports and Dashboards Chevron down icon Chevron up icon
6. Implementing Business Processes in Salesforce CRM Chevron down icon Chevron up icon
7. Salesforce CRM Functions Chevron down icon Chevron up icon
8. Extending Salesforce CRM Chevron down icon Chevron up icon
9. Best Practices for Enhancing Productivity Chevron down icon Chevron up icon
10. Mobile Administration Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

Customer reviews

Top Reviews
Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.4
(12 Ratings)
5 star 66.7%
4 star 8.3%
3 star 25%
2 star 0%
1 star 0%
Filter icon Filter
Top Reviews

Filter reviews by




snb7485 Oct 26, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is a great resource. It's especially good for any beginning admin that wants to expand on their skills.
Amazon Verified review Amazon
Bruce Ferman Apr 07, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I picked this admin book up when it was on sale and it's one of the best books in my library. I've used it mostly as a reference and it's been indispensable (saved my bacon more than once). It's the first place I go to resolve a configuration issue, followed by stack exchange. I highly recommend it!
Amazon Verified review Amazon
Sully Jul 24, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
So far this has been good. Working on getting Certified to be a Salesforce Admin. Lots of good knowledge in this book.
Amazon Verified review Amazon
James Aug 20, 2016
Full star icon Full star icon Full star icon Full star icon Full star icon 5
A fantastic resource for those looking to pass the Administrator Certification exam. After going through all relevant trails and badges on Trailhead, I moved onto this book and then onto an online course (an inexpensive one). Will this book help you pass the test all by itself? No, but the information is fantastic and organized into the right categories. While this book was written for a previous release of Salesforce, it is still a relevant resource. A new version is scheduled to be released in February 2017 and I recommend picking that up once it is available.
Amazon Verified review Amazon
Arika Johnson Jun 15, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book has a lot information on sales force that will help me prepare for the certification
Amazon Verified review Amazon
Get free access to Packt library with over 7500+ books and video courses for 7 days!
Start Free Trial

FAQs

What is included in a Packt subscription? Chevron down icon Chevron up icon

A subscription provides you with full access to view all Packt and licnesed content online, this includes exclusive access to Early Access titles. Depending on the tier chosen you can also earn credits and discounts to use for owning content

How can I cancel my subscription? Chevron down icon Chevron up icon

To cancel your subscription with us simply go to the account page - found in the top right of the page or at https://subscription.packtpub.com/my-account/subscription - From here you will see the ‘cancel subscription’ button in the grey box with your subscription information in.

What are credits? Chevron down icon Chevron up icon

Credits can be earned from reading 40 section of any title within the payment cycle - a month starting from the day of subscription payment. You also earn a Credit every month if you subscribe to our annual or 18 month plans. Credits can be used to buy books DRM free, the same way that you would pay for a book. Your credits can be found in the subscription homepage - subscription.packtpub.com - clicking on ‘the my’ library dropdown and selecting ‘credits’.

What happens if an Early Access Course is cancelled? Chevron down icon Chevron up icon

Projects are rarely cancelled, but sometimes it's unavoidable. If an Early Access course is cancelled or excessively delayed, you can exchange your purchase for another course. For further details, please contact us here.

Where can I send feedback about an Early Access title? Chevron down icon Chevron up icon

If you have any feedback about the product you're reading, or Early Access in general, then please fill out a contact form here and we'll make sure the feedback gets to the right team. 

Can I download the code files for Early Access titles? Chevron down icon Chevron up icon

We try to ensure that all books in Early Access have code available to use, download, and fork on GitHub. This helps us be more agile in the development of the book, and helps keep the often changing code base of new versions and new technologies as up to date as possible. Unfortunately, however, there will be rare cases when it is not possible for us to have downloadable code samples available until publication.

When we publish the book, the code files will also be available to download from the Packt website.

How accurate is the publication date? Chevron down icon Chevron up icon

The publication date is as accurate as we can be at any point in the project. Unfortunately, delays can happen. Often those delays are out of our control, such as changes to the technology code base or delays in the tech release. We do our best to give you an accurate estimate of the publication date at any given time, and as more chapters are delivered, the more accurate the delivery date will become.

How will I know when new chapters are ready? Chevron down icon Chevron up icon

We'll let you know every time there has been an update to a course that you've bought in Early Access. You'll get an email to let you know there has been a new chapter, or a change to a previous chapter. The new chapters are automatically added to your account, so you can also check back there any time you're ready and download or read them online.

I am a Packt subscriber, do I get Early Access? Chevron down icon Chevron up icon

Yes, all Early Access content is fully available through your subscription. You will need to have a paid for or active trial subscription in order to access all titles.

How is Early Access delivered? Chevron down icon Chevron up icon

Early Access is currently only available as a PDF or through our online reader. As we make changes or add new chapters, the files in your Packt account will be updated so you can download them again or view them online immediately.

How do I buy Early Access content? Chevron down icon Chevron up icon

Early Access is a way of us getting our content to you quicker, but the method of buying the Early Access course is still the same. Just find the course you want to buy, go through the check-out steps, and you’ll get a confirmation email from us with information and a link to the relevant Early Access courses.

What is Early Access? Chevron down icon Chevron up icon

Keeping up to date with the latest technology is difficult; new versions, new frameworks, new techniques. This feature gives you a head-start to our content, as it's being created. With Early Access you'll receive each chapter as it's written, and get regular updates throughout the product's development, as well as the final course as soon as it's ready.We created Early Access as a means of giving you the information you need, as soon as it's available. As we go through the process of developing a course, 99% of it can be ready but we can't publish until that last 1% falls in to place. Early Access helps to unlock the potential of our content early, to help you start your learning when you need it most. You not only get access to every chapter as it's delivered, edited, and updated, but you'll also get the finalized, DRM-free product to download in any format you want when it's published. As a member of Packt, you'll also be eligible for our exclusive offers, including a free course every day, and discounts on new and popular titles.