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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

Permission sets


Salesforce allows you assign only one profile to a user, but sometimes it's necessary to assign more than one profile to users based on your business requirements. Through the permission set, you can grant a group of settings and permissions to your users that allows them to access various apps and functions, in addition to the profile. The settings available in these permission sets are similar to those in profiles, but they extend the user's functional access without changing their profiles.

A business scenario: Eric Cordell  is working as Sales Manager West at Universal Containers. As per the initial business requirement, Sales Manager West can only access the opportunity records for an account that belongs to North America. Over the past few years, Eric helped Universal Containers to increase their sales pipeline from $15 million to $40 million. Now Sales Director Merint Mathew wants to grant all opportunities access (either edit or delete) to Eric Cordell, so he can manage...

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