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Published by: tristan15 on Oct 31, 2011
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  • Section 1. Purpose of this Study Guide
  • Section 2. Audience Description: Salesforce.com Certifed Administrator
  • Section 3. About the Exam
  • Section 4. Recommended Training
  • Section 5. Exam Outline
  • Section 6. Sample Exam Questions
  • Section 7. Answers to Sample Exam Questions
  • Section 8. Maintaining a Certifcation
  • Section 9. Supplemental Study Material
  • Section 9-1. Security and Identity Confrmation
  • Section 9-2. Customizing Your Display
  • Section 9-3. Enabling Custom Fiscal Years
  • Section 9-4. Managing Email Templates
  • Section 9-5. Managing Record Types
  • Section 9-6. Setting Field-Level Security
  • Section 9-7. Custom Field Types
  • Section 9-8. Mapping Custom Lead Fields
  • Section 9-9. Changing the Label of a Standard Object
  • Section 9-10. User Fields
  • Section 9-11. Transferring Records
  • Section 9-12. Setting Up Web-to-Lead
  • Section 9-13. Exporting Backup Data
  • Section 9-14. Refreshing Dashboard Data
  • Section 9-15. Scheduling a Dashboard Refresh
  • Section 9-16. General Permissions
  • Section 9-17. Search Fields
  • Section 9-18. Defning Custom Report Types
  • Section 9-19. Updating Campaign History
  • Section 9-20. Displaying and Editing Campaigns
  • Section 9-21. Deleting Cases
  • Section 9-22. What is the Automated Case User used for?
  • Section 9-23. Categorizing Solutions
  • Section 9-24. Creating Custom Object Tabs
  • Section 9-25. Creating Events
  • Section 9-26. Organization-Wide Default Sharing Rule for Calendar Access
  • Section 9-27. Creating Custom List Views
  • Section 9-28. Enabling Territory Management
  • Section 9-29. Google AdWords
  • Section 9-30. Creating and Modifying Presentations in Salesforce CRM Content

available in: Enterprise, Unlimited, and Developer editions

User Permissions Needed

to set feld-level security:

“Customize application”

You can defne which felds users can access. Field-level security settings let administrators restrict users’
access to view and edit specifc felds on detail and edit pages and in related lists, list views, reports, Force.com
Connect Ofine, search results, email and mail merge templates, custom links, the Salesforce CRM partner
portal, the Salesforce CRM customer portal, and when synchronizing data or importing personal data.
Te felds users see on detail and edit pages are a combination of page layouts and feld-level security settings.
Te most restrictive feld access settings of the two always apply. For example, if a feld is required in the page
layout and read only in the feld-level security settings, the feld-level security overrides the page layout and the
feld will be read only for the user.
Important: Te following user permissions override feld-level security:
▪“Modify All Data”
▪“View All Data”
▪“View Encrypted Data”
You can defne feld-level security from a profle or from a particular feld. To defne feld-level security:
1. Do one of the following:
To set feld-level security for all felds on a particular profle:
ëSelect Setup | Manage Users | Profles.

ëSelect a profle to change the feld access for users with that profle.

ëIn the Field-Level Security section, click View next to the tab you want to modify, and then click


To set feld-level security for a particular feld on all profles:
ëSelect Setup | Customize, click a tab or activity link, and then click Fields.

ëSelect the feld you want to modify.

ëClick Set Field-Level Security.

2. Specify whether the felds should be visible, hidden, read only, or editable (visible without read only) for
users based on their profle.
Note: Tese feld access settings apply throughout Salesforce CRM. Te settings also override any less-
restrictive feld access settings on the page layouts.

3. Click Save.
After setting feld-level security for users based on their profles, you can:
▪Create page layouts to organize the felds on detail and edit pages.

Salesforce.com Certified administrator – Study guide (Spring ‘11)

training & CertifiCation


Tip: Use feld-level security as the way to restrict users’ access to felds; then use page layouts primarily to
organize detail and edit pages within tabs. Tis process reduces the number of page layouts for you to maintain.
▪Verify users’ access to felds by checking the feld accessibility grid.
▪Set the felds that display in search results, in lookup dialog search results, and in the key lists on tab

home pages.
Note: Roll-up summary and formula felds are always read only on detail pages and are not available on edit
pages. Tey also may be visible to users even though they reference felds your users can’t see. Universally
required felds always display on edit pages regardless of feld-level security.
Te relationship group wizard lets you create and edit relationship groups regardless of feld-level security.

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