Related Articles
Security Management-Data Sharing Rules
By default, access rights to CRM records is set as private so that the record owner and his/her manager can oversee the CRM data. However, using the Data Sharing Rules, you can extend the access rights to users belonging to other roles and groups. ...
Import Data
To import data Click the [Module] tab. Module refers to the tabs like Leads, Clients, Accounts, etc. In the [Module] Home page, click Import [ Module ]. In the Import [Module] page do the following: Choose Import My [Records] or Import My ...
Import Data
Use the Import My [Records] feature to import the records owned by (assigned to) you. By default, the records' ownership is automatically assigned to the user who imports the records. Use Import My Organization [Module] feature to import all the ...
Export Data
The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s). Note Module refers to the different tabs. For example, Leads, ...
Creating Data Sharing Rules
This feature helps you to create rules to provide access or restrict users from viewing your data in various modules. Availability Profile Permission Required: Users with the Manage Data Sharing permission can access this feature. To create data ...