Benjamin Opaleye

Allied Kicks ALLIED KICKS: SALESFORCE ADMIN PROJECT RECORD ACCESS, LOGIN SECURITY, AND SALES TEAM SETUP P R E S E N T E D B Y B E N J A M I N O P A L E Y E 01 Allied Kicks INTRODUCTION Context: Allied Kicks prioritizes data security & visibility. Objective: Onboard The Closer Crew sales team with correct security and permissions while improving data access. Learn More 02 Allied Kicks PROFILES & PERMISSION SETS DEMONSTRATION Closer Crew Profile (Sales Team) Defines baseline access. Sales team cannot delete records, this protects data integrity. Ola Louis & Tanya Stone – Permission Sets & Groups → Permission Set: Grants Ola Louis extra access delete outdated records, build reports, create dashboards Permission Set Group: Bundles permissions for Tanya Stone, with the option to mute specific rights (e.g., remove delete while keeping reporting) Provides flexibility without changing the base profile 03 Allied Kicks LOGIN SECURITY CONTROLS Requirement: Closer Crew only login 9–5, Mon–Fri, from HQ, no MFA inside HQ. Solution: Login Hours (9–5 weekdays). Login IP Ranges (HQ IPs). Network Access (HQ trusted). Learn More 04 Allied Kicks 01 → Login Hours screenshot Allowed hours for Closer Crew IP Ranges screenshot Restricted to HQ → 02 Network Access screenshot Trusted network, no MFA → Caption: 05 Allied Kicks MULTI-CURRENCY SETUP Sales team handles EMEA customers, so transactions must support multiple currencies. Solution: Enabled MultiCurrency in Salesforce. Added relevant currencies: EUR, GBP, ZAR, etc. Opportunity records now track currency per deal. 06 Allied Kicks SECURING OPPORTUNITIES & CASES Problem: All users could see every Opportunity and Case in the org. Data exposure risk and lack of confidentiality. Solution: Set OrganizationWide Defaults (OWD) for Opportunities & Cases to Private. Used Role Hierarchy so managers can still view subordinates’ records. 07 Allied Kicks SHARING CLOSED OPPORTUNITIES WITH ACCOUNTS RECEIVABLE Problem: Accounts Receivable team couldn’t access Closed Opportunities. Blocked them from processing invoices for customers. Solution: Created a Sharing Rule to grant Accounts Receivable read-only access to Closed Opportunities. Ensured only this team has access, without exposing sensitive sales data to others. 08 Allied Kicks COLLABORATION WITH OPPORTUNITY TEAMS & SECURING SENSITIVE FIELDS Problem: Some Sales Reps needed support from other teams to process Accounts & Opportunities. But all users could see the Amount field on Opportunities, which is sensitive data. Solution: Enabled Opportunity Teams: record owners can share specific Opportunities with additional team members for collaboration. Applied Field-Level Security: restricted the Amount field so only Closer Crew team members can view it. 09 Allied Kicks Flexible record-level collaboration without opening up all data. Sensitive fields protected, visible only to the right team. Opportunity Teams = collaboration. Field-Level Security = protection. 10 Allied Kicks FIXING TASK VISIBILITY Problem: All Sales Reps could see every task on a record, even when it wasn’t assigned to them. Created confusion and risk of unnecessary access. Solution: In Sharing Settings, set Activities = Private. Ensures reps only see their own tasks. Role Hierarchy still allows managers to view their subordinates’ tasks. 11 Allied Kicks THANK YOU 12