Part II – 1.User Creation in Salesforce

A user is anyone who logs in to Salesforce. Users are employees at your company, such as sales reps, managers, and IT specialists, who need access to the company’s records. Every user in Salesforce has a user account. The user account identifies the user, and the user account settings determine what features and records the…


Part II – 2.Profile Setup in Salesforce

Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one. Create Profiles Before creating the new profile, customize how profiles are viewed. From Setup enter User Management Settings in the Quick Find box, and select User Management Settings. Set Enhanced Profile…


Part II – 3.Use of Sharing Rule in Salesforce

Sharing rules can be based on who owns the record or on the values of fields in the record. For example, use sharing rules to extend sharing access to users in public groups or roles. As with role hierarchies, sharing rules can never be stricter than your org-wide default settings. They just allow greater access…


Part II – 4.Organization Wide Default Settings in Salesforce

Organization-wide sharing defaults set the baseline access for your records. You can set the defaults separately for different objects. From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings. Click Edit in the Organization-Wide Defaults area. For each object, select the default access you want to use. To disable automatic access using your hierarchies, deselect Grant Access Using Hierarchies for…


Part II – 5.Record Creation and Access in Salesforce

In Salesforce we can easily create new records into objects by using the Create New drop-down list on the sidebar of any page in Salesforce. also we can create record by selecting any object and click new button to create records. Once you enter all the required details in the record fields click save. When you…