We’ve created a series of videos for Salesforce administrators meant to address common questions about roles, profiles, and data visibility. We’ve got a few more up our sleeve, so keep an eye out for future videos. We hope you find them useful!
Who Sees What: Overview
This quick overview covers the main features in Salesforce that determine the visibility of, and access to, data that every administrator will need to set up for their Salesforce organization. This is the first in our “Who Sees What” series.
Who Sees What: Organization Access
The second video in the “Who Sees What” series describes how to grant users access to your org by specifying both login ranges and login hours.
Who Sees What: Object Access
The third video in the “Who Sees What” series describes how to grant users access to objects by using profiles. Profiles determine which objects users have access to, and what rights they have on each object.
Stay tuned for the next installment, which will cover organization-wide defaults and record access.