Salesforce Roles and permissions structure

Do you want to learn how to use roles and permissions to give each user the right authorizations, but not too many? In this training you will learn how to use a good role and permission structure in Salesforce to easily manage the rights of users.

The rights of Salesforce users should properly reflect their position in the organization. Often the importance of this is underestimated. Users are given too many permissions that allow them to see or modify information or processes not intended for their eyes. In this training we teach you how to prevent this by assigning the right authorizations. The roles and rights structure in Salesforce gives you tools to easily give each user the right rights.

After this training:

•      Do you know what rights and roles are Salesforce
•      Can you work with permission sets
•      Are you able to translate an organizational structure into a Salesforce rights structure
•      Know how to group functions and departments
•      Can you whitelist IP addresses

This training is given by

Bram: As a Salesforce Consultant, I mainly focus on optimizing Sales and Service Cloud, Field Service Lightning. What I like is that no Salesforce environment is the same so a standard solution does not always exist. This makes that I have to come up with a creative solution, which I prefer to develop in such a way that you can use it more often.