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Salesforce CRM Administration Handbook

You're reading from   Salesforce CRM Administration Handbook A comprehensive guide to administering, configuring, and customizing Salesforce CRM

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Length 328 pages
Edition 1st Edition
Concepts
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Authors (2):
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Mateusz Twarożek Mateusz Twarożek
Author Profile Icon Mateusz Twarożek
Mateusz Twarożek
Krzysztof Nowacki Krzysztof Nowacki
Author Profile Icon Krzysztof Nowacki
Krzysztof Nowacki
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Toc

Table of Contents (16) Chapters Close

Preface 1. Chapter 1: Getting Started with Salesforce FREE CHAPTER 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

Controlling system access

Once we have users and they have their passwords, in theory, we can say that the system can start to live. Using the earlier example of a city and its residents, our users can start wandering through our system, visiting its nooks and crannies, creating records, and admiring dashboards. But they also need to sometimes leave this digital city and relax amid the real chirping of birds, the sound of water in the nearest stream, and the warm rays of the sun on their skin... Oh, forgive me – I got lost in thought looking out the window at the snowflakes swirling in the wind. But returning to the topic of mandatory time off from Salesforce, many companies have their policies, a set of rules that apply to employees at a certain level.

Sometimes companies simply do not want employees to access Salesforce data outside of the workplace, which may be due to data security reasons or simply because the office is located in a certain place and the company does...

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