
Understanding record access for new Salesforce Administrators can be a bit complicated. Let us make it simple for you!
Understanding record access for new Salesforce Administrators can be a bit complicated. Let us make it simple for you!
With the Organization-Wide Default, we have locked down access to the different Objects within Salesforce. For example, if we set certain Objects to Private, this means that only the Owners have access to the records within those Objects. In this example wherein the organization-wide defaults are somewhat restrictive than Public Read/Write, there is a way to make records more accessible to users, and the first steps are through the Role Hierarchy.
Data Deduplication is a technique or a process used and created to eliminate duplicate records. This is usually done by organizations to streamline their storage use, as well as minimizing bandwidth use that’ll make opening different objects, records, and fields in their CRM pages faster.
Custom report types are seldom used by Salesforce Admins to meet the needs of their users. Custom Report Types are not just templates intended to show the custom objects you created for your business but can also be configured to set custom views for standard objects (e.g. Contacts).
As a Salesforce Admin, it is one of your duties to make the best use of this readily available feature, to make sure that you will be able to minimize, identify, and fix any security risks that may come from outside or within your organization.