CRMUG Summit Academy 2016

This course is focussed on all aspects of CRM security to improve your user experience and protect your data integrity.

You will learn how to configure the core security model using users, teams, business units and security roles, and some tips and best practices for how to do this in a way that is both easy to maintain and easy to troubleshoot. Some of this will be revision for some delegates, so we will cover the basics pretty quickly before getting to the topics that are often misunderstood and looking at some standard approaches for modelling common requirements.

You will also see how this security model is evaluated “under the hood”, and therefore how your design choices might impact performance. We will then look at “regular” sharing, and Access Teams, and how cascading behaviours in 1:N relationships create inherited and implicit shares. Again, this will include understanding how this affects the security and integrity of your data, as well as performance. We will also consider Hierarchical Security Modelling and where this can be useful as an additional layer to your overall model, and how this is evaluated by the platform too. Along the way we will look at several common scenarios for security requirements and possible solutions, pitfalls to avoid, and tips, tricks and tools to use to help you manage your CRM security efficiently.