Best Practices for Implementing Salesforce CRM - Cloud Experts

Using data access design patternsRequirementsAccounts owned by Americas Inside Sales Representatives must beaccessible by all other Americas Direct Sales Representatives;otherwise the accounts are private to all other users.Opportunities owned by Global Account Managers must beaccessible to all Direct Sales Users.Business Plan records are only editable by the owner of the recordand managers above the owner in the role hierarchy.Customer Service Representatives must be able to access allaccount and contact records, even if the account is owned by a userwho is not in the CSR’s region.• Define use cases – Although use cases can be challenging to write, they are absolutely necessary toexplain your conceptual data access model to others. Use cases are also important for getting useracceptance and for creating system testing scripts• Analyze your requirements and use cases – After analyzing both, you can determine your data accessmodel (private, public model) and whether you should deploy TM• Design your default object sharing settings for each object in your system• Design sharing rules – Determine which exception requirements can be satisfied with sharing rulesversus one-off methods such as account teams or sharing• Design your territory hierarchy – Include your sales organization structure and user-to-territoryassignments• Design your territory assignment rules for automated account-to-territory assignmentsUse an iterative design and build process. Complex businesses typically have complex requirements andrules, so it’s common to not get everything right the first time. Design iteratively, test as you go, and beprepared to make adjustments.If you’re already running your business in Salesforce CRM, you may need to make immediate changes toyour access model. Despite the urgency, never test these changes in production to avoid inadvertentlyexposing private records to users.If you have questions about other implementation best practices, please go to the Salesforce.com AnswersCommunity, where you can get input from other salesforce.com usersFor More InformationContact your account executive to learnhow we can help you accelerate yourCRM success.BP_DataAccessModel _2010-03-18