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Salesforce CRM Administration Handbook

Salesforce CRM Administration Handbook

By : Krzysztof Nowacki, Mateusz Twarożek
5 (7)
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Salesforce CRM Administration Handbook

Salesforce CRM Administration Handbook

5 (7)
By: Krzysztof Nowacki, Mateusz Twarożek

Overview of this book

Do you aspire to be a successful Salesforce administrator or consultant? If yes, then this step-by-step guide is for you. Written by certified Salesforce professionals, the Salesforce CRM Administration Handbook will take you through the intricacies of Salesforce, covering objects, records, automation, and much more while also prepping you for the Salesforce certification exam. Starting with an overview of the capabilities and limitations of Salesforce, you’ll progress toward a holistic understanding of system architecture with real-world examples, including workarounds that enable the successful completion of projects. As you delve deeper, you’ll learn about the fundamental concepts of a CRM system, its purpose, and the pivotal role of an administrator in the Salesforce lifecycle. You’ll also explore the basic structures of the entire Salesforce system and navigate confidently through the intricacies of security, automation, and reporting in the Sales/Service Cloud. By the end of this book, you’ll have the confidence you need to navigate Salesforce’s backend seamlessly, implement configuration changes effortlessly, and communicate fluently in Salesforce terminology.
Table of Contents (16 chapters)
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Sharing settings and organization-wide defaults

In the previous section of this chapter, we learned how Salesforce profiles, roles, and permission sets can influence Salesforce security related to Salesforce objects and their features. In this section, we will learn about security related to Salesforce data sharing. To do this, we will deep dive into the world feature called Sharing Settings to discover its two core features called Organization-Wide Default (often shortened to OWD) and Sharing Rules. Both features are connected and together create the core on which the Salesforce security is built. Let’s see how those features work in detail.

Organization-Wide Default

From the previous section of this paragraph, we understood that Salesforce profiles and permission sets are responsible for giving access to Salesforce objects. So, profiles and permission sets are controlling this if I see the Lead tab, Account tab, Opportunity tab, or any other standard or custom tab. But...

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