Salesforce.com For Dummies

Chapter 21

Accessing the Right Data with User Permissions

IN THIS CHAPTER

Managing users over time

Planning your sharing model

Building profiles to determine access

Defining your role hierarchy

Delegating administrative duties

How can Salesforce be customized for your company so each user sees only pertinent information? You’ve come to the right chapter.

For administrators or members of your customer relationship management (CRM) project team with the right privileges, Salesforce allows you to easily configure your system so that users can access and share information according to your goals. With Salesforce, you have a variety of ways to control access and sharing of data, from system-wide sharing rules to assigning profiles. And, if you have Enterprise or Unlimited Edition, you have industrial-strength flexibility, even to the point of field-level security.

In this chapter, we show you all the steps you can take (or should consider) for configuring Salesforce to ensure that users see only what they need to see. We discuss concepts around creating the role hierarchy, assigning profiles, determining field-level security, creating users, and setting up your sharing rules.

Understanding User Administration

When Salesforce.com supplies user licenses for your organization, administrators can add users into Salesforce. You don’t have to create the roles and profiles before you add users, but we recommend doing so because Role and Profile are important fields when you’re creating ...