Summary

In this chapter, we described the features that provide data access and security configuration for system administrators and their levels of data access. Organization-Wide Sharing Defaults, Roles, and other sharing settings were described.

We looked at how the access to records could be further widened through the use of Permission Sets, Sharing Rules, criteria-based sharing, and also manual sharing.

Finally, we posed some questions to help clarify some of the key features of Salesforce CRM administration in the areas of Security and Access.

In the next chapter, we will be looking at ways of loading and extracting data from Salesforce CRM, where we will look at the utilities available for importing and exporting data to and from Salesforce. ...

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