DreamHouse Realty is a real estate agency that uses Salesforce for sales and service. At first, their admin set up all users with the same profile, role, and data access. The team was small and there was no need to separate data access between sales and service teams.
As DreamHouse grew, their sales and service teams became more distinct and needed to focus on their respective roles and access different sets of data. Sales needed access to Opportunities, and the service team needed access to Cases. Other objects were unnecessary and a distraction.
Knowing they needed a new user management strategy, DreamHouse's admin went to the User Management Trailhead to learn how to create custom profiles and roles and how to set up new, organization-wide defaults. These adjustments, along with new sharing rules and permission sets, created more flexibility as their sales and service teams grew.
After watching the Who Sees What video series to see these aspects of user management in action, the admin implemented new profiles for each team, assigned roles, and fine-tuned data access through organization-wide defaults and sharing rules. The new strategy gave each team the access they needed to do their jobs, and set them up to adjust access as changing needs arise.