System Administration Guide

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.)

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)