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Record Ownership and Queues

Salesforce Certified Advanced Administrator - Part 1 • 2m 58s

Up Next in Salesforce Certified Advanced Administrator - Part 1

  • Public Groups

    In this lesson, I demo how to create a public group. 

  • Running the Health Check

    In this lesson, we run the Health Check for our org. I address one of the issues listed in the report and then re-run the Health Check to see the impact on our scores.

    Resource:
    Health Check Help Article -https://help.salesforce.com/articleView?id=security_health_check.htm&type=5

    Use Health...

  • Account Owner Report

    In this lesson, I enable the Account Owner Report. We then run the report while logged in as Jim Doe. I also removed Jim Doe from my Default Account Team and also removed my Role designation on my user account to block access to my records for Jim. This was to demonstrate that although Jim does n...