Salesforce Essentials for Administrators

Summary

This chapter presented record-level access security provided by the Salesforce platform. We restricted ourselves to not dig deeper into territory management at this point, and for organizations that don't have territory management enabled, this chapter will be enough to troubleshoot problems around record-level access. We covered folder sharing in detail, and this should help us manage security around report and dashboard sharing. There are some more modules such as content, knowledge, and ideas that follow a specific security model, and Chapter 7, An Overview of Sales and Service Cloud, should give an idea of how to manage security around the same. This chapter is vital as it covers record-level access, and most of the time, administration ...