Join Christopher Matthew Spencer for an in-depth discussion in this video Record access, part of Learning Salesforce Admin.
- [Instructor] Let's talk about record access…using the role hierarchy.…The role hierarchy is an organization chart…within Sales Force that allows you to…extend data access to your users…based upon their location in that hierarchy,…just like an OR chart.…The role hierarchy opens record access…when the organization-wide record default access…is anything lower than public read, write.…You can configure users within the role hierarchy…to have no access,…so that they have view only access…or the third option is to…open access to view, edit and delete.…
And I'll set up the role hierarchy here in this example…so that users have access to the records they need now.…This is an unlimited topic area,…so you can go on forever with configuration…and this example will help spark some ideas for you.…So we'll switch over to Sales Force.…So you need to be signed in…and we're starting at the home tab.…Head over to the right-hand side…and click on the gear cog icon and then click Setup.…This opens up a new tab in the browser…and then on the left-hand side,…
AuthorChristopher Matthew Spencer
- Explain Salesforce editions and cloud types.
- Describe Salesforce Chatter features.
- Outline the Salesforce access permission features.
- Summarize lead functionality in Salesforce.
- Use Salesforce assignment and escalation rules.
- Construct Salesforce objects using relationships and schemas.
- Demonstrate formatting and interactivity in Salesforce reports.
Skill Level Beginner
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1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
6. Data Management
7. Data Security
Next steps1m 14s
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