System Administration 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

Contents

Platform Resources

GearIcon.png > Administration

GearIcon.png > Administration > Access Management
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
Manage Views and Reports
Make global changes to views and reports.
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
GearIcon.png > Administration > Data Management
Import Data
Export Data
Mass Update Data
Mass Ownership Change
Mass Delete
Job Scheduler
GearIcon.png > Administration > Account Management
Company Information
Edit Company Information and notification-email settings
Business Hours Calendars
Subscription Summary
View current licensing for your company
Single Sign-On Settings
Manage multiple-system security-authorizations
GearIcon.png > Administration > Monitoring
Monitoring is available when the Administrative Permissions for a user is enabled under Access Profiles > Global Permissions. If Administrative Permissions is not selected as part of the Global Permissions, then Monitoring is available only if the following permissions are selectively set as part of the Administrative Permissions:
  • Reporting Controls
  • Manage Global Views/Reports
  • Data Management Controls
  • Access Mass Data Operations
  • Import and Export Data
  • Manage Audit Log
Import Queue
View the Import Queue and monitor the status of Data Imports
Export Queue
View the Export Queue and monitor the status of Data Exports
Mass Operation Status
Track the status of Mass Operations
Storage Usage
View the current Storage Usage
API Call Log
Track the number of APIs that have been executed.
Audit Log
View the field-audit Log
Scheduled Job Log
View the scheduling queue to get details of scheduled jobs, their status, and their next execution date.
Unprocessed Job Log
View the jobs that failed during scheduling. Also, view the associated parameters for this failed job.
Report Schedules
View the status of scheduled reporting jobs.
Process Monitor
View the status of Processes currently running in the system.

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
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
Data Management Controls
Access Mass Data Operations
Import and Export Data
Manage Audit Log
Manage Recycle Bin
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 Tenants and Company Capabilities
Proxy Login Access
Proxy Login Configuration
Customer Support Login
Support Cases - View and modify support cases filed by others
Personal tools