This video explains the use of profiles to differentiate the levels of access—such as executive, manager, or staff—within Salesforce.
- [Instructor] In this video we'll talk about…user profiles within Salesforce.…Let's have a look at how users access…Salesforce data through profiles.…A Salesforce profile is a template…for controlling permissions and settings…for a group of users on a team.…Salesforce will become much easier to manage…if groups of people have consistent permissions…that can be quickly applied so that user onboarding…is more streamlined.…It's much harder if each person's data access permissions…have to be configured each time a user is setup.…
Having templates makes this easy.…With templates we can limit or open up data access.…We don't always want everyone seeing everything.…We can setup different profiles and apply profiles…to Salesforce users who share the same permissions.…Profiles are correctly defined by job function…such as management, marketing, donation outreach,…accounting, volunteers, and so forth.…So let's go ahead and have a look at profiles.…To access profiles we'll click on the gear cog menu…on the upper right-hand side of the home screen,…
AuthorChristopher Matthew Spencer
- Getting team buy-in
- Registering your account
- Working with users and permissions
- Using calendars
- Managing leads and contacts
- Tracking affiliations and relationships
- Recording activities
- Importing records
- Using collaboration tools such as Chatter and email templates
- Measuring and improving success with reports and dashboards
Skill Level Beginner
Salesforce for Customer Servicewith Christine Volden50m 43s Beginner
1. Getting Started
2. Working with Salesforce
3. Working with Data
4. Tools for Success
5. Measuring Success
Next steps1m 17s
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