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Mike Wheeler has taught over 150,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
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...