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.…
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…
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…
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…
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…