书名：Salesforce Advanced Administrator Certification Guide
作者名：Enrico Murru
本章字数：203字
更新时间：2025-02-23 13:53:35

Controlling who sees what

With tens (or even thousands) of users in your Salesforce organization, choosing the right way to make data visible is an administrator priority: you have to control who sees what and you need to be aware of all the options your Salesforce customer relationship management (CRM) provides.

It's not a coincidence that secure data access is the first subject we are going to study in this book.

In my 10 years' experience, being able to master data access management has always been the key to better data organization, better platform performances, better CRM usability, and of course better customer satisfaction.

Plan the right data sharing and visibility policies at the beginning of your project's journey, along with your data model and business processes. This will prevent your team from strong headaches when the project goes on and no one has ever pictured how users should see data – believe me, doing this important design step at the end of the project is a nightmare.

Data is your number one CRM resource, so use it carefully and with be conscious of it. Let the Salesforce platform take care of it and gently bring your sharing model to life.