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04-04-2016, 04:47 PM #1
- Join Date
- Jun 2014
- Posts
- 137
CRM Tip of the Week – Leverage Account Teams to streamline security in Salesforce
No matter your business’s size, you probably work with team members to provide goods and services to your clients. This can create challenges surrounding security and data cleanliness. Many companies create multiple Accounts for each business to avoid opening themselves to an open sharing model in Salesforce. Others will open the security and live with worries of the wrong people making updates to ensure proper sharing. But what if I told you that you don’t have to compromise on security or collaboration? Check it out!
The CloudMyBiz Team
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