System Administration Guide

These pages provide the information needed to manage users, roles, applications, and other artifacts of an installed platform.

Intended audience:

• System Administrator
• Group Manager

Platform Resources

> Administration

> Administration > Access Management

Users

Add, edit, or delete users, reset passwords, manage territories

Teams

Show team org chart, add, edit, or delete teams, change tab and log preferences

Roles

Create application roles that determine how a user interacts with the application

Access Profiles

Create sets of permission that can be referenced from multiple roles

Application Access

Determine which users and groups can access an application, and which roles they can play in it

Password Policy

Create a Password Policy to determine the level of log-in security

Team Data Sharing Policies

Create permissions for viewing data across teams and roles

Manage Views and Reports

Make global changes to views and reports.

Tenant Data Sharing Policies

Tenant Data Sharing policies offer one-way data sharing, with data flowing from the tenancy that defines the policy to a tenant that requests the data

> Administration > Data Management

Import Data

Export Data

Mass Update Data

Mass Ownership Change

Mass Delete

Job Scheduler

> Administration > Account Management

Company Information

Edit Company Information and notification-email settings

Business Hours Calendars

Subscription Summary

View current licensing for your company

Single Sign-On Settings

Manage multiple-system security-authorizations

> Administration > Monitoring

Monitoring is available when the Administrative Permissions for a user is enabled under Access Profiles > Global Permissions. If Administrative Permissions is not selected as part of the Global Permissions, then Monitoring is available only if the following permissions are selectively set as part of the Administrative Permissions:

• Reporting Controls

• Manage Global Views/Reports

• Data Management Controls

• Access Mass Data Operations
• Import and Export Data
• Manage Audit Log

Import Queue

View the Import Queue and monitor the status of Data Imports

Export Queue

View the Export Queue and monitor the status of Data Exports

Mass Operation Status

Track the status of Mass Operations

Storage Usage

View the current Storage Usage

API Call Log

Track the number of APIs that have been executed.

Audit Log

View the field-audit Log

Scheduled Job Log

View the scheduling queue to get details of scheduled jobs, their status, and their next execution date.

Unprocessed Job Log

View the jobs that failed during scheduling. Also, view the associated parameters for this failed job.

Report Schedules

View the status of scheduled reporting jobs.

Process Monitor

View the status of Processes currently running in the system.

Administrative Permissions

Administrative Permissions are assigned in an Access Profile. They allow a user to customize selected aspects of the platform. (Data Access Permissions, in contrast, determine what objects, records, and fields a user can see by virtue of their role and team memberships.)

Tip: Users given Administrative Permissions should have the following skills: Familiarity with the platform and your organization's business processes Good understanding of the Application Design Guide Excellent understanding of the area(s) they will be modifying

User and Ownership Controls

User Management - Create and manage users and teams

Access Control - Manage roles and password policies

Change Ownership of my Team's Records

Manage Personal Setup

Reporting Controls

Create/Delete Views/Reports/Homepages

Export Views and Reports

Make Views/Reports Visible to Others

Manage Global Views/Reports

Print using Views and Reports

Data Management Controls

Access Mass Data Operations

Import and Export Data

Manage Audit Log

Manage Recycle Bin

Application Controls

Customize Objects

Manage Applications - Add/Update/Delete platform applications

Manage Packages

Manage Translation Workbench

Development Controls

Use Development Features - Work with classes, pages, sites, and other development features

Manage Debug Log

Manage Sandboxes (Only appears if sandboxes are enabled)

Account Controls

Manage Tenants and Company Capabilities

Proxy Login Access

Proxy Login Configuration

Customer Support Login

Support Cases - View and modify support cases filed by others