Without proper salesforce team sharing and record access, there can be confusion and data quality issues. In this course, Configure Team Sharing and Grant Access in Salesforce, you’ll learn to set up team sharing for a Salesforce org. First, you’ll explore how to configure Account Team records. Next, you’ll discover how to set up a case team and create a case record for that team. Finally, you’ll learn how to set up the records for Sales Teams. When you’re finished with this course, you’ll have the skills and knowledge of configuring team sharing needed to grant access for all salesforce users in a team setting.
Overview
Without proper salesforce team sharing and record access, there can be confusion and data quality issues. In this course, Configure Team Sharing and Grant Access in Salesforce, you’ll learn to set up team sharing for a Salesforce org. First, you’ll explore how to configure Account Team records. Next, you’ll discover how to set up a case team and create a case record for that team. Finally, you’ll learn how to set up the records for Sales Teams. When you’re finished with this course, you’ll have the skills and knowledge of configuring team sharing needed to grant access for all salesforce users in a team setting.
Syllabus
- Course Overview 1min
- Sharing Records for the Account Team on Salesforce 13mins
- Understanding How Case Teams See Salesforce Records 6mins
- Setting up Sharing for Sales Teams in Salesforce 5mins
Taught by
Emilee McWilliams
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