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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

By : Gupta
3.1 (8)
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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

3.1 (8)
By: Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (13 chapters)
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Field-level security


Until now, we have talked about record-level access; it refers to governing which records are accessible by users, including the OWD and sharing rule. Now we will go a step further and discuss how we can hide key fields from a group of users. Data is very important for any organization; it may contain highly sensitive information, such as bank account details. Salesforce allows you to use field-level security to make fields hidden or read only for a specific profile. There are three ways to set field-level security in Salesforce:

  • From an object field

  • From a profile

  • Field accessibility

From an object field

A business scenario: Alok Sinfal is working as system administrator at Universal Containers. His manager Brigette Hyacinth wants to set the Rating field on the Lead object to be read-only for all users because they have a process created to auto-set the rating for lead objects based on a few fields.

Perform the following steps to solve the preceding business requirement:

  1. Click...

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