In this lesson, we look at Team Access – specifically related to Account Teams, Opportunity Teams and Case Teams. We enable Account Teams and Opportunity Teams. We also cover how to specify default Account and Opportunity Teams.
In this lesson, we go over record ownership and queues.
Every record must be owned by a single user or a queue. The owner has access to the record, based on the Object Settings for the owner’s profile. For example, if the owner’s profile has Createand Read permission on an object, but not Edit...
In this lesson, I demo how to create a public group.
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...
