This chapter looked at the mechanisms in place to help manage login access to the Salesforce CRM application and how organization-wide settings can be set to determine your company-specific information within Salesforce.com.

The options to set up and configure the look and feel of the application were identified along with details of the methods to search for information in Salesforce.

Notes and tips gained from the experience of Salesforce CRM system administration were outlined to help guide the understanding and improve the implementation of these features.

Having looked at these core customization feature sets, we will now look at how profiles and sharing in Salesforce CRM govern the functionalities and access permissions a user has throughout the application.