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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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 Gupta Gupta
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Gupta
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Table of Contents (20) Chapters Close

Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface
1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Viewing Setup and Audit Trail


Salesforce keeps an Audit Trail of configuration changes made in the Setup section. Audit Trail helps the organization administration track recent setup changes. This is very helpful if there are multiple administrators for an organization.

A business scenario: Alok Sinfal is working as system administrator at Universal Containers. He has just received an e-mail from business user Nishant Nagre, who says that someone has recently reset his password (because Nishant has received a password reset e-mail from Salesforce). If Alok Sinfal wants to track who did this, then he has to use Setup and Audit Trail in Salesforce. Only the system administrator or a user with View Setup and Configuration permissions can use this feature. To access the Audit Trail, click on Setup (gear icon) | Setup | SETTINGS | Security | View Setup Audit Trail.

Audit Trail key concepts

You can check Audit Trail for the following types of changes:

  • Administration: It will track various administration...

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