Configure Team Sharing and Grant Access in Salesforce

by Emilee McWilliams

This course will prepare you for the Salesforce Certified Sharing and Visibility Designer exam. You'll also learn how to optimize Salesforce CRM in a real-world scenario to share data records in a powerful way.

What you'll learn

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.

About the author

Emilee has an M.S. in Business Statistics from Mercer University and currently works as a Data Scientist. She has worked with data for 5+ years, spending the majority of her time in finance. She created marketing solutions at an investment management firm, consulted with lenders on risk models at a credit bureau, and currently works in consumer banking. Through her love of data, she has always had a passion for teaching. Prior to grad school, she worked as a teacher and enjoys simplifying comple... more

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