With powerful tools to let teams work collaboratively, while restricting data access as necessary.
Create custom user roles to define the level of access to application functionality and data.
Create roles that map to actual job responsibilities e.g. sales representatives, sales managers, and executives.
Rely on default data-sharing rules to minimize effort.
Use fine-grained controls when necessary to override access to specific records.
Create teams of users e.g. to prevent data-sharing between regional sales teams, if desired.
Define which teams can share data with each other. e.g. to facilitate sharing between sales and customer service.