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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.
This lecture covers Roles and the Role Hierarchy, which governs what individual records a user may see. The roll-up nature of records in the Role Hierarchy is covered and example scenarios are addressed.
Newer Salesforce developers often confuse Profiles and Roles. We cover cloning a profile in order to create a custom profile and then we assign that custom profile a Login IP Range. Scenarios are discussed that you may find on the exam.
In this lecture I introduce you to Permission Sets. Permissions Sets are like Profiles in that they grant users certain rights via Objects Settings and System Settings. How they differ from Profiles is that users can be assigned to multiple Permission Sets. You can also assign users from differen...