Please enable JavaScript.
Coggle requires JavaScript to display documents.
Salesforce Admin - Coggle Diagram
Salesforce Admin
Platform
High impact, Low effort- make big changes with minimal effort
-
-
-
-
Users
-
-
Profile- access to particular objects, fields, tabs, and records
-
-
Levels of Data Access
Organization- maintain a list of authorized users, set password policies
-
-
-
Record-Level security
-
Role hierarchies ensure managers have access to the same records as their subordinates. Each role in the hierarchy represents a level of data access that a user or group of users needs.
Sharing rules are automatic exceptions to org-wide defaults for particular groups of users, to give them access to records they don’t own or can’t normally see.
Manual sharing lets record owners give read and edit permissions to users who might not have access to the record any other way.
Org-Wide Sharing
Private- Only the record owner, and users above that role in the hierarchy, can view, edit, and report on those records.
Public Read Only- All users can view and report on records, but only the owner, and users above that role in the hierarchy, can edit them.
Public Read/Write- All users can view, edit, and report on all records.
Controlled by Parent- A user can view, edit, or delete a record if she can perform that same action on the object it belongs to.
Architecture
Applications: Sales, Service, Marketing
Platforms: Lightning, Heroku, AppExchange
Salesforce: CRM Data, Authentication, Access Model
Setup
-
Platform Tools: create apps, modify ui, deploy new features (Customization)
-
Identity
SAML Protocol- move seamlessly between Salesforce orgs and applications without logging in repeatedly
-
-
Multitenant Cloud- Company has dedicated space for you (and others) to store your data within their cloud
-
-
-
-
User access
Data Access
Organization- secure access to your organization by maintaining a list of authorized users, setting password policies, and limiting login access
-
-
-