Live stream preview

Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Logging in as Another User

Salesforce Certified Advanced Administrator - Part 1 • 5m 3s

Up Next in Salesforce Certified Advanced Administrator - Part 1

  • Profiles vs. Roles

    In this lesson, I place myself at the bottom of the Role Hierarchy and place Jim Doe above me as my manager.

    We then demonstrate how Jim is unable to create a new Account record.

  • Ownership-Based Sharing Rules

    Ownership-based sharing rules allow for exceptions to organization-wide default settings and the role hierarchy that give additional users access to records they don’t own. Ownership-based sharing rules are based on the record owner only.

  • Criteria-Based Sharing Rules

    In this lesson, I create a criteria-based sharing rule. We specify that any accounts that are named Sony or have a Start Year of 2018 should be shared with the Director, Channel Sales Role and Subordinates. We also create a new ownership-based sharing rule to better fit our scenario and to replac...