Delegation in management – Salesforce Delegated administration

Delegation in management – Salesforce Delegated administration

Delegation in Management involves assigning specific tasks and responsibilities to team members to enhance efficiency and empower employees. In Salesforce, Delegated Administration applies this principle by allowing certain users to handle administrative tasks without granting them full system access.

What is Delegated Administration?

Salesforce Delegated Administration enables organizations to distribute administrative duties to trusted users. These delegated admins can manage specific aspects of Salesforce, such as user accounts, password resets, and data quality, within defined limits.

What is Salesforce delegation in management ?

Through Salesforce delegating user management we can share our tasks to users that are not assigned with system administrator. System administrator will do delegated user management in salesforce.com.

Through Salesforce Delegation in management we can save our time and effort. Salesforce delegated user management can be done in two ways. They are

1. By creating profile and assigning user permissions.
2. Using delegated administration.

Here we using Salesforce delegated administration to extend certain admin permissions to non administrators. For Salesforce Delegation in management we have to perform three actions. They are

• Adding user to user administration.
• Adding profiles to Assignable profiles.
• Adding objects to Custom object administration.

User administration.

Roles, subordinates, delegated administrators which are added in user administration can edit and create users and also can reset passwords.

Assignable profiles.

Delegated admins can assign only profiles.

Custom object administration

Through custom object administration we can provide certain custom object permissions to delegated administrators.

Salesforce Delegation in management setup.

• Go to Setup=>Administer=>Security Control=>Delegated Administration.

Click on Delegated Administration and we are taken to new page where we have to create new delegated group in salesforce.com.

• Select New button to create new delegated group.

• Enter group name.
• Select Enable Group check box.
• click on save button.

Now we are redirected to new page where we have to add user’s in user administration section.

• Go to User administration.
• Click on Add button.

• Now add roles and subordinates.
• Click Save button.

Now we have to Add profiles to the roles and subordinates in assignable profiles section.

• Go to Assignable profiles.
• Click on add button.

Click on add profiles as shown below.

• Add profiles.
• Click on Save button.

Now we have to add custom objects in custom object administration section as shown below.

• Click on Add button to add custom objects.
• Click Save button.

• Add custom objects.
• Click Save.