Salesforce Day 8

Mike from Udemy is beginning to head into the meat and potatoes of the course.

Admittedly feeling uncertain about this territory at the moment. But I’ll persevere.

Profiles, Roles, Data Visibility
– Previously we assigned a Director of Sales Role to a fictional John Doe
– Today we will assign him a Custom Sales Profile
– Key to uncheck “modify data” and “view data” in System Permissions of Profile

To be continued on this topic.

Some of the vernacular is brand new to me. I’m imagining I’m one of my young students learning to read music for the first time and I (as teacher) am throwing new terms that I take for granted.

Trust the learning process.

Rome wasn’t built in a day.




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