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,…
Author
Released
8/31/2017- 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
Duration
Views
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Introduction
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Welcome2m 5s
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Salesforce help2m 58s
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1. Getting Started
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Team buy-in2m 9s
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Grant application2m 59s
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2. Working with Salesforce
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Profiles3m 12s
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Permission sets3m 43s
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Managing users6m 1s
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Apps and branding5m 17s
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Calendars2m 37s
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3. Working with Data
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Accounts4m 12s
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Leads5m 54s
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Contacts4m 46s
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Activities5m 6s
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Donation management4m 48s
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Importing records2m 48s
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4. Tools for Success
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Chatter6m
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Cases3m 34s
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Email templates5m 31s
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Files5m 6s
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Email clients3m 34s
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5. Measuring Success
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Campaigns4m 10s
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Reporting4m 57s
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Dashboards3m 31s
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Conclusion
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Next steps1m 17s
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Video: Profiles