Salesforce getting started

Permission Set Groups

A permission set group streamlines permissions assignment and management. Use a permission set group to bundle permission sets together based on user job functions. Users assigned the permission set group receive the combined permissions of all the permission sets in the group. You can include a permission set in more than one permission set group. Updates in a permission set propagate to all permission set groups that include the permission set. You can also remove individual permissions from a group with the muting feature, to further customize the group.

Permission Sets

A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users' functional access without changing their profiles.

Profiles are typically defined by a user's job function (for example, system administrator or sales representative).

A profile can be assigned to many users, but a user can be assigned to only one profile. You can use permission sets to grant more permissions and access settings to users. It's easy to manage users' permissions and access with permission sets, because you can assign multiple permission sets to a single user.

Record-Level Security (Sharing)

After setting object- and field-level access permissions, you can configure access settings for the actual records themselves. Record-level security lets you give users access to some object records, but not others.

Now, imagine you stripped away all that specific data. What are you left with? You are left with the Property object along with all its fields, like address, price, and number of bedrooms. You can also have page layouts, security settings, and any other customizations you've made.

All of these standard and custom configurations, functionality, and code in your org are metadata. Part of the reason you can move so fast on the platform is that Salesforce knows how to store and serve you that metadata immediately after you create it.

Apps available for installation on AppExchange

AppExchange is full of apps D'Angelo can download to help DreamHouse manage everything from payroll to travel approval to integrations with other tools like Evernote and MailChimp.

Help customers after the sale

Cases and Communities for customer engagement

Collaborate with coworkers, partners, and customers

Chatter and Communities to connect your company

Enable Custom Permissions in Permission Sets

Custom permissions give you a way to provide access to custom processes or apps. After you've created a custom permission and associated it with a process or app, you can enable the permission in permission sets.

declarative development

Developing without code. With declarative development, you use forms and drag-and-drop tools to perform powerful customization tasks

Settings

Finally, Settings is where you manage your company information and org security. You can do things like add business hours, change your locale, and view your org's history.

Work with Archived Activities

Find, view, and edit the activities Salesforce has archived.

You use organization-wide sharing settings to lock down your data to the most restrictive level. Use the other record-level security and sharing tools to selectively give access to other users.

For example, users have object-level permissions to read and edit opportunities, and the organization-wide sharing setting is Read-Only. By default, those users can read all opportunity records, but can't edit any unless they own the record or are granted other permissions.

When you add a custom object or field, the platform automatically creates an API name that serves as an access point between your org and the database. Salesforce uses that API name to retrieve the metadata and data you're looking for.

For example, we can use a contact's Name field in a bunch of places, like the Salesforce mobile app, a custom page, or even an email template. That's all possible because of the API nam

Apex managed sharing

If sharing rules and manual sharing don't give you the control you need, you can use Apex managed sharing. Apex managed sharing allows developers to programmatically share custom objects.

Activity Timeline

In Lightning Experience, records don't show the Open Activities and Activity History related lists. Instead, track your activities in the activity timeline, which is supported for accounts, claims, contacts, contracts, insurance policies, leads, opportunities, and activity-enabled custom objects.

App and System Settings in Permission Sets

In permission sets, permissions and settings are organized into app and system categories. These categories reflect the rights users need to administer and use system and app resources.

Tasks

Keep your to-do list in Salesforce and stay right on top of your deals and accounts. Easily relate every task to records for leads, contacts, campaigns, contracts, and other information that you need. Salesforce gives you different tools to maximize productivity—quick ways to create and update tasks, prefiltered task lists, and task notification options.

Sell to prospects and customers

Leads and Opportunities to manage sales

Salesforce provides a flexible, layered data sharing design that lets you expose different data sets to different groups of users.

Managing the visibility of data helps users do their job by showing only data that is relevant to them.

Market to your audience

Marketing Cloud to manage your customer journeys

Object Manager

Object Manager is where you can view and customize standard and custom objects in your org

Object-Level Security (Permission Sets and Profiles)

Object-level security—or object permissions—provide the bluntest way to control data. Using object permissions, you can prevent a user from seeing, creating, editing, or deleting any instance of a particular object type, such as a lead or opportunity. Object permissions let you hide whole tabs and objects from particular users, so that they don't even know that type of data exists.

Role hierarchy

Once you've specified organization-wide sharing settings, the first way you can give wider access to records is with a role hierarchy. Similar to an organization chart, 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 can always access the same data as users who are at a lower level, regardless of the organization-wide default settings.

Org

Org is short for organization, and it refers to a specific instance of Salesforce. The image here is taken from DreamHouse's org. Your company can have one or multiple orgs.

Profile

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.

Activity Reminders and Notifications

Salesforce displays event and task reminders differently in Classic and Lightning Experience. You can customize reminders in your personal settings in both places.

Sharing rules

Sharing rules let you make automatic exceptions to organization-wide sharing settings for particular sets of users. Use sharing rules to give them access to records they don't own or can't normally see.

Manual sharing

Sometimes it's impossible to define a consistent group of users who need access to a particular set of records. In those situations, record owners can use manual sharing to give read and edit permissions to users who don't have access any other way.

Field-Level Security (Permission Sets and Profiles)

Sometimes you want users to have access to an object, but limit their access to individual fields in that object. Field-level security—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.

The core of the API's power is that all of your data and metadata is API enabled

The API gives Salesforce a huge amount of flexibility. It lets you move beyond the normal idea of business software and build unique and creative solutions for your company.

Administration

The Administration category is where you manage your users and data. You can do things like add users, change permissions, import and export data, and create email templates.

Work on the go

The customizable Salesforce mobile app

Chatter feed tracking provides a way for multiple people to comment and collaborate on a particular record.

The discussions and decisions are stored on the record so everyone can stay up to date on important decisions.

Setup Menu

The menu gives you quick links to a collection of pages that let you do everything from managing your users to modifying security settings

Database in the context of salesforce

Think of a giant spreadsheet. When you put information into Salesforce, it gets stored in the database so you can access it again later. It's stored in a very specific way so you're always accessing the information you need.

Field permissions control the visibility of fields in any part of the app, including related lists, list views, reports, and search results.

To ensure that a user can't access a particular field, use field permissions. No other settings provide the same level of protection for a field. Page layouts only control the visibility of fields on detail and edit pages.

Events and Calendars

Use Salesforce to track meetings with customers, prospects, and colleagues. Drill down from events to related records, feeds, files, contracts, and more. You can also track events in reports.

Main Window

We're showing you the Setup home page, but this is where you can see whatever it is you're trying to work on.

Manage Permission Set Assignments

You can assign permission sets to a single user from the user detail page or assign multiple users to a permission set from any permission set page.

Platform Tools

You do most of your customization in Platform Tools. You can view and manage your data model, create apps, modify the user interface, and deploy new features to your users. If you decide to try your hand at programmatic development, Platform Tools is where you manage your code as well

API

allow different pieces of software to connect to each other and exchange information. - Without knowing the details, you can connect your apps with other apps or software systems. The underlying technology takes care of the specifics of how information passes throughout the system

Permission sets and profiles

are collections of settings and permissions that determine what a user can do in the application. The settings are similar to a group in a Windows network, where the members of the group have the same folder permissions and access to the same software.

Fields

are columns in object database tables

Objects

are tables in the Salesforce database that store a particular kind of information. There are standard objects like Accounts and Contacts and custom objects like the Property object you see in the graphic.

metadata

data about data. - structure of your Salesforce org

App

is a set of objects, fields, and other functionality that supports a business process. You can see which app you're using and switch between apps using the App Launcher

Records

rows in object database tables. Records are the actual data associated with an object.

Salesforce comes with a lot of standard functionality

standard functionality - out-of-the-box products and features that you can use to run your business.

programmatic development

which uses things like Lightning components, Apex code, and Visualforce pages

Our trust site, trust.salesforce.com, is a vital resource.

you can use it to view performance data and get more information about how we secure your data. It also shows you any planned maintenance we'll be performing that might impact your access to Salesforce.

multitenancy

you're sharing resources. Salesforce provides a core set of services to all our customers in the multitenant cloud. No matter the size of your business, you get access to the same computing power, data storage, and core features. - like and apartment complex, not a house.

- Salesforce is a cloud company. Everything we offer resides in the trusted, multitenant cloud - The Salesforce platform is the foundation of our services. It's powered by metadata and made up of different parts, like data services, artificial intelligence, and robust APIs for development.

- All our apps sit on top of the platform. Our prebuilt offerings like Sales Cloud and Marketing Cloud, along with apps you build using the platform, have consistent, powerful functionality. - Everything is integrated. Our platform technologies like Einstein predictive intelligence and the Lightning framework for development are built into everything we offer and everything you build

Ops

- Asset and facilities management - Merger and acquisition enablement - Business agility

company information

- At-a-glance view of your org - Find your org ID - See your licensing information - Monitor important limits like data and file usage

How you can use the platform with Finance

- Budget management - Contract management - Pricing

Profiles

- Manage who can see what with user profiles - Create custom profiles

Supply chain

- Procurement - Vendor management - Logistics

Users

- Reset passwords - Create new users and deactivate or freeze existing users - View information about your users

View setup audit trail

- See 6 months of change history in your org - Find out who made changes and when - Tool for troubleshooting org configuration issue

Login history

- See 6 months of login history for your org - View date, time, user, IP address, and more login data - Use for security tracking and adoption monitoring

Organization-wide sharing settings

- The first step in record-level security is to determine the organization-wide sharing settings for each object. Organization-wide sharing settings specify the default level of access users have to each others' records.

Product

- Warranty management - Preproduction testing - Product ideas and innovation

Top five pages you can access from the Setup menu

- company information - users - profiles - view setup audit trail - login history