The document discusses the roles of Salesforce administrators and developers, highlighting the responsibilities of managing users and assigning profiles within Salesforce. It explains that administrators control user access and can utilize permission sets to grant additional functionality beyond standard profiles. The session also covers hands-on tasks involving managing licenses, profiles, and permission sets to streamline user management.

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Agenda

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Agenda For The Session
i. Difference Between Salesforce Administration & Development
ii. Salesforce Administrator’s User Management Task
➢ Managing User Licenses
➢ Assigning Profiles
➢ Using Permission Sets

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Administration vs Development
Salesforce Administrator manages & administers production org & other users.
Salesforce Developer builds the app’s functionality using Apex & Visualforce.
Salesforce
Administration
Salesforce
Development
Organization wide
Administrators
Implementation
Experts
Via Programmatic
Features
Via Point & Click
Features

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#1 Salesforce Administration Task
Let’s understand how a Salesforce administrator goes
about managing new users in his Salesforce Org.

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Assigning Profiles
Administrator assigns unique profiles to different user types.
Salesforce profile controls what a user can do on the Salesforce org.
All Salesforce users need to be assigned profiles in order to work on the Salesforce org.
User 1:-
Sales Representative
User 2:-
Solution Engineer
User 3:-
Implementation Manager
Read
Create
Edit
Sales
Data
Read
Create
Edit
Case
Data
Read
Create
Edit
Reports &
Dashboard

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Problem Statement
➢ There are multiple teams, each comprising of more than 20 users.
➢ If team leads/ managers need to access org-wide data, do we create new profiles?

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Permission Sets To The Rescue
Administrators can use permission sets to assign more functionality.
Permission sets are a collection of permissions for extending user’s access rights.
Users can have access to their Profile + Assigned Permission Sets.
Read
Create
Edit
Read
Create
Edit
Read
Create
Edit
Sales Profile Permission Sets Manager’s Access
SALES MANAGER

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Hands-on:-
Licenses, Profiles & Permission Sets

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WebDriver vs. IDE vs. RC
➢ Data Warehouse is like a relational database designed for analytical needs.
➢ It functions on the basis of OLAP (Online Analytical Processing).
➢ It is a central location where consolidated data from multiple locations (databases) are stored.