Tip #79: Limit use of System Admin and System Customizer Assignments

At the risk of significant human induced catastrophe, don’t assign the System Administrator or System Customizer security roles to anyone that hasn’t received in-depth training in customizing, configuring and managing the CRM system. No matter how expedient it might be to assign the role to a marketing team member that needs to go into the system and update and option set for ‘how did you hear of us’ with the latest advertising options, don’t do it.

CRM System Admin Role

CRM System Admin Role

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