Manage Users and the licenses that each user consumes. Manage User Roles / User Profiles and User locale and currency settings.
Manage User Roles and Role Hierarchy. Users Assignment to a specific Role.
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.
Allow more focussed and customised management of user permissions. Advanced user access management.
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.
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.
Manage the apps that connect to your organization instance.
Organize your sales structure into separate territories, based on geographic attributes.
IP address ranges from sources that your organization trusts.
Standardize the look and feel of HTML email templates.
Perform data import using Import Wizard only from resources that has been provided by the client.
More advanced data import using Using the Dataloader.
Only applicable to Custom Objects. Import of custom object data using Import Wizard and Data Loader.
Setup of Weekly Data Export and Export Reports.
Management of Custom Tabs for User Profiles.
Custom Page Layout per User Profile defined by Record Type.
Record Type management per Object.
Custom object management, creation and Reporting. Custom objects are database tables that allow you to store data specific to your organization.
This feature extends the functionality of standard objects.
Custom Labels are custom text labels that are displayed on the Standard Objects.
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.
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.
Management of Automated Email alerts upon specific conditions. Send an email to one or more recipients you specify. (Triggered by Workflow Rule Results)
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.
Management of Flow Triggers. Trigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report.
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.
Management of Reports and Creation of New Reports based on Data in Standard and Custom Objects.
Management of Dashboards and Creation of New Dashboards based on Reports created.
Scheduling of Reports and Dashboards to certain groups of users.