Learn the nuances of object access within Salesforce.
- [Narrator] A category of data which is…stored in Salesforce is called an object.…Salesforce comes with standard objects…such as leads, accounts and contacts.…Custom data objects can be created, too.…In most teams, data should only be accessible…to individuals who need it.…For example, a sales team…should only see sales related data.…Salesforce allows the object permissions to be managed.…Profiles provide the fundamental access…that users have to objects and the object records…such as permissions to create, to read,…edit and delete records.…
Profiles also control user access…to apps, tabs and system settings.…Let's make some changes.…We're here logged in at the Home tab…and I'm going to go up to the gear cog icon.…I'll click on that.…Let's click Setup.…Now what we'll do is we'll…search "profiles" in the Quick Find.…Let's click on Profiles.…Let's adjust the settings for the…Outside Sales user profile.…We'll go ahead and click on the Outside Sales profile.…
Now, everyone assigned to this profile…will be adopting the changes I'm about to make.…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Customizing apps
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Beginner
1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
Search layouts4m 59s
6. Data Management
7. Data Security
Next steps1m 12s
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