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User Management

Users

Manage Users and the licenses that each user consumes. Manage User Roles / User Profiles and User locale and currency settings.

User Management

Roles

Manage User Roles and Role Hierarchy. Users Assignment to a specific Role.

User Management

Profiles

Manage Profiles, System Permissions on Profiles, Login Hours, IP Ranges. Object specific permissions to access objects and fields, and settings that specify which record types, page layouts, and tabs are visible for specific Profiles.

User Management

Permission Sets

Allow more focussed and customised management of user permissions. Advanced user access management.

User Management

Public Groups

A public group is a set of users. It can contain individual users, other groups, the users in a particular role or territory, or the users in a role or territory. This allows specific access to certain objects such as Dashboards and Reports.

User Management

Queues

Management of User Queues. Queues allow groups of users to manage a shared workload more effectively. A queue is a location where records can be routed to await processing by a group member.

Enterprise Feature Management

Connected Apps

Manage the apps that connect to your organization instance.

Enterprise Feature Management

Territory Management

Organize your sales structure into separate territories, based on geographic attributes.

Security Administration

Network Access

IP address ranges from sources that your organization trusts.

Templates

Communication Templates

Standardize the look and feel of HTML email templates.

Data Management

Basic Import

Perform data import using Import Wizard only from resources that has been provided by the client.

Data Management

Advanced Data Import

More advanced data import using Using the Dataloader.

Data Management

Custom Object Import

Only applicable to Custom Objects. Import of custom object data using Import Wizard and Data Loader.

Data Management

Data Export

Setup of Weekly Data Export and Export Reports.

Interface and Data Management

Tabs

Management of Custom Tabs for User Profiles.

Interface and Data Management

Page Layouts

Custom Page Layout per User Profile defined by Record Type.

Interface and Data Management

Record Types

Record Type management per Object.

Custom Objects

Create / Manage Custom Objects

Custom object management, creation and Reporting. Custom objects are database tables that allow you to store data specific to your organization.

Custom Objects

Create / Manage Custom Fields on Standard Objects

This feature extends the functionality of standard objects.

Custom Objects

Customize Labels

Custom Labels are custom text labels that are displayed on the Standard Objects.

Workflow, Validation and Assignment

Manage Validation Rules

Management of Validation Rules for Standard and Custom Objects. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.

Workflow, Validation and Assignment

Manage Workflow Rules

Management of Workflow Rules. Main container for a set of workflow instructions. Every workflow rule must be based on a single object you choose when you define the rule.

Workflow, Validation and Assignment

Create Email Alerts

Management of Automated Email alerts upon specific conditions. Send an email to one or more recipients you specify. (Triggered by Workflow Rule Results)

Workflow, Validation and Assignment

Create Approval Processes

Management of Approval Processes. Approvals are complex business processes that require information gathering and planning before implementing and allowcertain changes to records to be approved an authorised user.

Workflow, Validation and Assignment

Create Flow Triggers

Management of Flow Triggers. Trigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report.

Resports and Dashboards

Custom Report Type Creation

Management of Custom Report Types. This is required in order to create non-standard reports by joining objects in order to create the links to the data required.

Resports and Dashboards

Reports

Management of Reports and Creation of New Reports based on Data in Standard and Custom Objects.

Resports and Dashboards

Dashboards

Management of Dashboards and Creation of New Dashboards based on Reports created.

Resports and Dashboards

Scheduled Reports and Dashboards

Scheduling of Reports and Dashboards to certain groups of users.


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