Salesforce CRM:The Definitive Admin Handbook(Second Edition)
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Chapter 1. Organization Administration

Application security is always important, and even more so when the application is delivered across a public network, such as the Internet. Salesforce.com has developed various mechanisms to secure the platform and reduce the chances of unauthorized people accessing your company data. This chapter describes the way login attempts to the system are controlled and the features available to help you manage your users' access to the Salesforce CRM application.

In this chapter, you will also look at establishing your company profile within Salesforce and how core information, such as the details that are provided when your company first signs up with Salesforce.com, can be managed.

You will also be introduced to the settings available for organization-wide customizing of the application's user interface along with a detailed description of the searching facilities offered by the Salesforce CRM application.

Throughout this chapter, notes and tips are provided that are intended to offer further guidance within the areas of functionality, and have been generated from the practical results and experience of Salesforce CRM system administration.

In this chapter, we will cover:

  • User login and authorization
  • Company profile
  • User Interface
  • Search options

To start, we will look at how users' login requests are verified and authorized by the Salesforce CRM application.