Organization Access | Salesforce Who Sees What Ch. 2

Introduction to Organization Access00:00:01

This video, part of the 'Who Sees What' series, introduces administrators to the fundamentals of visibility and data access within Salesforce. It covers how to grant users access to the Salesforce organization.

Configuring Trusted IP Ranges for Security00:00:19

Salesforce doesn't restrict user login hours or locations by default. To enhance security, you can set a company-wide range of trusted IP addresses. Users logging in from outside this range will receive an activation code to log in. You can also set stricter IP ranges at the profile level, which will deny access to users logging in from outside the specified range without an activation code.

Setting Login Hours for Users00:00:51

Admins can specify the hours during which users can access the organization. If a user attempts to log in outside these hours, access will be denied. Active sessions will also terminate if the login hours expire.

Example: Setting Up Access for Call Center Reps00:01:04

The video demonstrates setting up restrictions for Call Center Reps at AW Computing. They are configured to log in only during standard business hours and from a restricted, in-office IP range. This involves setting the same IP range at the profile level as the company-wide range, which denies access if they log in from elsewhere. Login hours are set from 8 am to 5 pm on weekdays, with weekends set to 12 am to 12 am to prevent access.

Example: Setting Up Access for Sales Reps00:02:52

Sales Reps are set up with more flexible access. No IP range is specified at their profile level, meaning they will receive an activation code if logging in from outside the company's trusted IP range. Their login hours are also left unrestricted, allowing 24/7 access.

Conclusion and Next Steps00:03:30

The video concludes by summarizing the successful configuration of access for both Sales Reps and Call Center Reps. Viewers are encouraged to explore other videos in the series, Salesforce Help, or Trailhead for more information. The next video will cover controlling object access with Profiles and Permission Sets.