System Administration Guide

System Administration Guide

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System Administration Guide (Redirected from Category:Sys Admin Guide)
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These pages provide the information needed to manage users, roles, applications, and other artifacts of an installed platform.

Intended audience:

  • System Administrator
  • Team Manager

Platform Resources

Settings > Administration

Users
Add, edit, or delete users, reset passwords, manage territories
Teams
Show team org chart, add, edit, or delete teams, change tab and log preferences
Roles
Create application roles that determine how a user interacts with the application
Access Profiles
Create sets of permission that can be referenced from multiple roles
Application Access
Determine which users and groups can access an application, and which roles they can play in it
Password Policy
Create a Password Policy to determine the level of log-in security
Team Data Sharing Policies
Create permissions for viewing data across teams and roles
Tenant Data Sharing Policies
Tenant Data Sharing policies offer one-way data sharing, with data flowing from the tenancy that defines the policy to a tenant that requests the data
External Email Tracking
Enable External Email Tracking
Subscription Summary
View current licensing for your company
Company Information
Edit Company Information and notification-email settings
Configure LDAP Information
Automatic user authentication.
Company Logo
Upload company graphics
Single Sign-On Settings:Manage multiple-system security-authorizations
Company Messages
Post and schedule messages to users
Views and Reports
Manage Views and reports
Audit Logs
View Audit Logs

Administrative Permissions

Administrative Permissions are assigned in an Access Profile. They allow a user to customize selected aspects of the platform. (Data Access Permissions, in contrast, determine what objects, records, and fields a user can see by virtue of their role and team memberships.)

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Tip: Users given Administrative Permissions should have the following skills:

  • Familiarity with the platform and your organization's business processes
  • Good understanding of the Application Design Guide
  • Excellent understanding of the area(s) they will be modifying
User and Ownership Controls
User Management - Create and manage users and teams
Access Control - Manage roles and password policies
Change Ownership of my Team’s Records
Change Ownership of Self Owned Records
Manage Personal Setup
Reporting Controls
Create/Delete Views/Reports/Homepages
Export Views and Reports
Make Views/Reports Visible to Others
Manage Global Views/Reports
Print using Views and Reports
CRM Features
Lead and Case Assignment Policies
Notes and Attachments
Data Management Controls
Access Mass Data Operations
Import and Export Data
Manage Audit Log
Manage Recycle Bin
Manage Tags
Application Controls
Customize Objects
Manage Applications - Add/Update/Delete platform applications
Manage Packages
Manage Translation Workbench
Development Controls
Use Development Features - Work with classes, pages, sites, and other development features
Manage Debug Log
Manage Sandboxes (Only appears if sandboxes are enabled)
Account Controls
Manage Company Capabilities
Proxy Login Access
Proxy Login Configuration
Support Cases - View and modify support cases filed by others
Administer Versioning (Only appears if versioning is enabled)
Personal tools