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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Table of Contents (12) Chapters Close

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

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...

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Salesforce CRM : The Definitive Admin Handbook - Third Edition - Third Edition
Published in: Jan 2015
Publisher: Packt
ISBN-13: 9781784397562
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