Salesforce. Designed for users who require full access to standard CRM and Salesforce AppExchange apps. Users with this user license are entitled to access any standard or custom app.
What are the standard apps in Salesforce?
Salesforce provides standard apps such as Sales and Service. Most standard objects, including Home, the main Chatter feed, Groups, and People. Your org's custom objects. Visualforce tabs.
What can you do on the Salesforce enterprise platform?
In addition, can use core platform functionality such as accounts, contacts, reports, dashboards, and custom tabs. Can create and edit most major types of records, run reports, and view the organization's setup. Can view, but not manage, campaigns. Can create, but not review, solutions. Can edit personal quota and override forecasts.
Should you give your users access to login credentials in Salesforce?
After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
What is Salesforce data sharing and how does it work?
Salesforce provides a flexible, layered sharing model that makes it easy to assign different data sets to different sets of users. This ensures you can balance security and convenience, minimizing the risk of stolen or misused data while making sure that all users can easily access the data they need.
How do I make an app visible in Salesforce?
To specify app visibility:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.Depending on which user interface you're using, do one of the following: ... Select one default app. ... Select Visible for any other apps you want to make visible.
How do I hide apps in Salesforce?
From Setup, enter App Menu in the Quick Find box, then select App Menu.From the list of available apps, click Visible in App Launcher or Hidden in App Launcher to show or hide individual apps from the App Launcher in Lightning Experience for all users in the org.
What are standard apps in Salesforce?
Standard Apps: It includes App Launcher, Call Center, Community, Content, Marketing, Sales, Salesforce Chatter and Site.com. These apps can be customized according to the needs and requirements of an organization. The label, description and logo of a standard app can't be changed.
What is standard platform user in Salesforce?
These users aren't entitled to some user permissions and standard apps, including standard tabs and objects such as forecasts, leads, campaigns, and opportunities. Users with this license can also use Connect Offline. Users with a Salesforce Platform user license can access all the custom apps in your organization.
How do you disable an application for a group of users in Salesforce?
Disable Custom App at the Profile levelGo to Setup | Administer | Manage Users | Profiles.Look for the Profile you want to modify.Click Edit.Under "Custom App Settings" uncheck the Visible checkbox to disable the App.Click Save.
What are tabs and apps in Salesforce?
Custom tabs let you display custom object data or other web content in Salesforce. When you add a custom tab to an app in Salesforce Classic, it appears as a tab. When you add a custom tab to an app in Lightning Experience, it appears as an item in the app's navigation bar and in the App Launcher.
What is the difference between standard application and custom application?
Standard software is defined as a prefabricated product. In contrast to this is the custom software (also called individual software or custom applications), which is specially developed for a customer.
What is standard and custom app?
Standard CRM applications are the applications which are provided by the salesforce.com e.g. Sales, Marketing, Service & Support. Custom applications are a logical grouping of tabs.
What is the difference between custom app and Console app in Salesforce?
A custom application is a collection of tabs, objects etc that function together to solve a particular problem. A console application uses a specific Salesforce UI - the console. Console applications are intended to enhance productivity by allowing everything to be done from a single, tabbed, screen.
Who can view campaigns in Salesforce?
Depending on your sharing settings, users in your org can view campaigns, view the advanced campaign setup, or run campaign reports. However, only designated marketing users with the appropriate user permissions can create, edit, and delete campaigns and configure advanced campaign setup.
Can Salesforce Platform users see opportunities?
Salesforce Platform Access to custom apps but not to standard CRM functionality, such as Leads, Opportunities, Forecasts, Cases, and Solutions. Users will be able to see accounts and contacts and also use report and dashboard functionality.
What are the standard profiles?
Standard Profiles :- Standard Profiles in Salesforce are defaultly created with force.com which cannot be renamed or deleted. System Administrator :- System administrator is the super user and can customize every application in an organization. Standard User :- Standard user can View, Edit and delete their own records.
Who can see what in Salesforce?
One of the most important Salesforce features is the deep visibility architecture available to allow administrators to control access to company information within the organization and with external users. This control is a critical component of data security and privacy, minimizing the misuse or theft of data, be it sensitive customer data or privileged internal company information.
Why use record types in salesforce?
We can use Record Types in salesforce to segment what information is visible to our users and their available sales paths. For this example, we can create different record types for sales to Small and Medium Businesses and sales to Enterprise-level businesses since they are handled by different sales reps and have a distinct set of fields and sales processes.
Why is Org wide default private?
Example: Org wide default is set to private so users cannot see each other’s opportunities; however, sales managers need to see the opportunities their Inside Sales teams are working on and make edits as needed .
What is a standard user, administrator, and read only profile?
Standard User, Administrator, and Read Only. These profiles serve as the basis for every other profile that we will create for our users. We can clone these profiles to create our custom profiles. This way, our profiles come pre-configured and, as an added benefit, we keep our profiles from auto-updating with new salesforce updates s they roll out until we have a chance to test them.
Can service reps edit their cases?
Just like that, we have granted our Service Reps the ability to edit their Cases and Contacts and prevented them from modifying any account data which is out of the scope of their assigned duties.
Can you grant more access to a user in a role hierarchy?
It’s important to remember that Role Hierarchy cannot grant a user more access than they have on their profile permissions. So if a profile is set to Read Only Granting View and Edit access via role hierarchy will not grant that user the ability to edit records.
Can a sales manager edit all opportunities?
Since the sales Manager is placed above the Inside Sales role in the role hierarchy, we can grant them EDIT all opportunities so that they may View and Edit Opportunities owned by their subordinate sales reps and any other role below them in the hierarchy.
What is a sysadmin profile?
Standard User. The SysAdmin has access to setup and all objects, as they are the ones maintaining the platform. You can create custom profiles with fine-tuned access for different teams.
What does it mean to assign the right profiles, roles, and data access?
Assigning the right profiles, roles, and data access means you will have more flexibility in the future. Consider a comprehensive user management strategy that incorporates these best practices.
Can you log into Salesforce on Android?
As a result, you can control the users who have access to the apps, as well as other security policies. By default, all users in your organization can log in to Salesforce for Android and Salesforce for iOS.
Can you control if Salesforce is mobile?
You can control whether users can access Salesforce mobile web when they log in to Salesforce from a supported mobile browser. By default, mobile web is turned on for your organization.
How many levels can you configure access to data in Salesforce?
You can configure access to data in Salesforce at four main levels.
How does Salesforce security work?
Salesforce includes simple–to–configure security controls that make it easy to specify which users can view, create, edit, or delete any record or field in the app. You can configure access at the level of the organization, objects, fields, or individual records. By combining security controls at different levels, you can provide just the right level of data access to thousands of users without having to specify permissions for each user individually.
How does Salesforce use hierarchies?
By default, Salesforce uses hierarchies, like a role hierarchy, to automatically grant record access to users above the record owner in the hierarchy. Setting an object to Private makes those records visible only to record owners and users above them in the role hierarchy. If you want to enable access to records for users above the record owner in the hierarchy for custom objects, use the Grant Access Using Hierarchies checkbox. If you deselect this checkbox for a custom object, you restrict record access to only the record owner and users granted access by the organization–wide defaults.
What is record level access?
For example, record–level access allows interviewers to see and edit their own reviews, without exposing the reviews of other interviewers.
Why can't recruiters see candidate records?
Recruiters can't see candidate records they don't own because recruiters are all at the same level in the role hierarchy. However, hiring managers can be given read/write access to all candidate records because they are at a higher level in the role hierarchy than recruiters.
What is Salesforce sharing model?
Salesforce provides a flexible, layered sharing model that makes it easy to assign different data sets to different sets of users. This ensures you can balance security and convenience, minimizing the risk of stolen or misused data while making sure that all users can easily access the data they need.
How to control data access with greater precision?
You can control data access with greater precision by allowing particular users to view an object, but then restricting the individual records within the object they're allowed to see. For example, you can give all your interviewers access to reviews with organization–wide defaults, but restrict their access to only reviews they own with role hierarchies.
