Chapter 19
Understanding the Configuration for Your Business
In This Chapter
Navigating the Configuration menu
Planning for configuration
Verifying your corporate profile
Defining the role hierarchy
Developing your sharing model
Setting up users and profiles
Leveraging security controls
What is configuration anyway? In tech speak, configuration covers a range of activities, but generally refers to the arrangement of components in a system. It includes setting up certain features, customizing them, and defining parameters and values. The goal is twofold:
- To successfully customize a system that aligns with its users’ needs while keeping ease-of-use (adoption) and scalability in mind
- To establish and maintain the integrity of the system and the data within it
Thankfully, Salesforce ...
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