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13 Cards in this Set
- Front
- Back
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Describe the components of the company profile |
• Company information and primary contact details • Default language, locale, and time zone• License information • Fiscal year settings • Currencies and exchange rates • My domain |
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Company information and primary contact details |
When your company signs up with Salesforce, the information provided is displayed on the Company Information page.From the Company Information page, you can edit the company default localization settings and primary contact details. |
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License information |
A user license entitles a user to different functionality within Salesforce and determines the profiles available to the user. A feature license entitles a user to an additional Salesforce feature, such as Marketing or Connect Offline. |
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My Domain |
My domain allows you to set a custom Salesforce.com sub-domain name as your Salesforce login and navigation URLs to uniquely identify your company. Using a custom domain name provides benefits such as increased security and better support for single sign-on (a way to authenticate log-in using your company network). This feature can be set by following the path Your Name | Setup | (Administration Setup) | Company Profile | My Domain. You enter the name you want to use (anything up to 40 characters) and then click on the Check Availability to see if it is available. For example, the login URL for a company called WidgetsXYZ could be set as: https://widgetsxyz. my.salesforce.com. You will receive an e-mail when your domain name is ready (after 24 to 72 hours) and included in the e-mail is the URL to login to Salesforce with the new domain name. |
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User Management Overview |
As an administrator, you can perform user management tasks such as creating and editing users, resetting passwords, and creating Google Apps accounts. You can also grant permissions, create and manage other types of users, create custom fields, set custom links, run reports on users, and delegate user administration tasks to other users. |
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Viewing and Managing Users |
Available in: Contact Manager, Group, Professional, Enterprise, Unlimited, Developer, and Database.com Editions Customer Portal and partner portals are not available in Database.comTo view and manage the users in your organization, click Your Name > Setup > Manage Users > Users. The user list shows all the users in your organization, partner portal, and Salesforce Customer Portal. |
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User Profiles Overview |
Available in: Enterprise, Unlimited, Developer, and Database.com Editions A profile contains user permissions and access settings that control what users can do within their organization. |
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Object-Level Security (Permission Sets and Profiles) |
—or object permissions—Using object permissions you can prevent a user from seeing, creating, editing, or deleting any instance of a particular type of object, such as a lead or opportunity. |
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Field-Level Security (Permission Sets and Profiles) |
—or field permissions—control whether a user can see, edit, and delete the value for a particular field on an object. They let you protect sensitive fields without having to hide the whole object from users. Field permissions are also controlled in permission sets and profiles. |
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Record-Level Security (Sharing) |
Record-level security lets you give users access to some object records, but not others. Every record is owned by a user or a queue. |
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Organization-wide sharing settings |
The first step in record-level security is to determine the organization-wide sharing settings for each object.You use organization-wide sharing settings to lock down your data to the most restrictive level, and then use the other record-level security and sharing tools to selectively give access to other users. |
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Role hierarchy |
a role hierarchy represents a level of data access that a user or group of users needs. The role hierarchy ensures that users higher in the hierarchy always have access to the same data as people lower in their hierarchy, regardless of the organization-wide default settings. |
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Sharing rules |
Sharing rules let you make automatic exceptions to organization-wide sharing settings for particular sets of users, to give them access to records they don’t own or can’t normally see. Sharing rules, like role hierarchies, are only used to give additional users access to records—they can’t be stricter than your organization-wide default settings. |
