Secondary Track: Architect/Consultant/DeveloperDescription: Highly Technical/Advanced product learning content
Our session will look Record Ownership, and how users will access data. We will look at how security roles interact with business units. How teams can be incorporated into the security set up. How ownership determines business unit. How an record is assigned to a team. We will look at the use of workflows to assign records, in conjunction with advanced find Assign Accounts feature.