Posts

Field Level Security

For example you have sales team having sales profile assigned to all sales members. A particular field has full read write access in this profile but you don’t want couple of users see that field. This can be achieved by Permission Sets. 1. Create a profile having access to that field. 2. Assign that profile to your sales users. 3. Create a permission set where you remove read write access for that field. 4. Assign permission set to those two users. Create permission sets Let see how to create above permission set. 1. Under manage users go to permission sets. 2. Click on New. 3. Enter name and label. Provide Salesforce license e.g. Salesforce platform. 4. Go to Object Settings. 5. Select object name e.g. Accounts. 6. Click Edit. 7. Under field permission section untick read and edit access. 8. Save. Assign permission sets to users 1. Under manage users go to users. 2. Click on a user name. 3. Click on permission set assignments. 4. Edit assignments. 5. Add re
Post a Comment
Read more

Role Hierarchy

Image
Role defines the hierarchy in an organization where user higher in the hierarchy has all access enjoyed by the users lower in same hierarchy. E.g. a user with role as VP marketing will have full read write access to all records owned by user down the line. Role and Profile are two settings which define the access you have in your organization. You can create new roles by going to manage Users => Roles. These roles are then assigned to users.
Post a Comment
Read more

Record Types

Sometimes different users, or teams have their own UI related requirements. E.g. team A wants to see some options in a drop down but team B don’t want those options. Similarly team A wants a field which team B don’t want or vice versa. Such cases in Salesforce are handled using Record Types. Create a record type: 1. Search for record type in quick find box, scroll down to object for which you want to create a record type e.g. Account => Record Type. 2. Click New. 3. Define label, and name. Keep existing record type as Master. 4. To start with enable it for all profiles. 5. Read carefully and fill other details. 6. Now create a new Account record. You will see a new intermediate screen (shown below) with a drop down to select the record type.
Post a Comment
Read more

Workflows

Workflows is a set of actions done when a criteria is met. E.g. sending email alert manager when employee creates new opportunity. Workflows are important part of process automation. 1. Search for workflow in quick find box and go to workflow and approvals => workflow rules. 2. Click on New Rule. 3. Select object name which this rules applies to. 4. In step 2 define rule name, situation when this rule fires, and rule criteria i.e. set of conditions. 5. Step 3: add workflow action. A workflow action could be New task Email alert Field update. Outbound message Or any other action you can select from existing actions list. 6. In last step define details for what you have selected in previous step e.g. if it is an email alert then define email details. Complete example: Suppose you create a workflow so that when a new opportunity is created or edited, system should automatically inform the manager that opportunity has been created / updated etc.
Post a Comment
Read more

Approval Processes

This is where you set how the approval process going to work e.g. when an opportunity is being converted, this is to be approved by your manager first. Steps to set approval process: 1. Search for approval process in quick find box and go to workflow and approvals => approval processes. 2. Create new approval process. Use standard setup wizard. 3. Provide other details. 4. Select criteria condition. This is most important part. E.g. if an opportunity amount is greater than   1M, only then it will be sent for approval. Smaller opportunities will be auto-approved. 5. Click next to go to next steps. Most of the options are optional. Read carefully so that you understand what they mean. 6. Once you set up the approval process, try to create a record matching the criteria as defined in step 4 above e.g. create a new opportunity record having opportunity amount=1,000,000. 7. Save this opportunity record and scroll down where you will see that the approval status says sent for a
Post a Comment
Read more

Organization Wide Defaults (OWD) and Sharing Settings

This is where you set default access for all objects. For example a lead can be viewed, edited or deleted by its owner but only read access to others. Organization wide defaults 1. Search for sharing settings in quick find box and go to Security Controls => Sharing Settings. 2. You will see all default settings for all your objects. 3. Click on Edit, change settings and save. Sharing rules Using sharing settings you can further customize your OWDs for particular object and particular roles/ groups. 1. Search for sharing settings in quick find box and go to security controls => sharing settings. 2. Scroll down to see Sharing Rules separately for each object. 3. E.g. you can set up new sharing rule for Leads by clicking New button in Leads section. 4. Give it a name, define which records to be shared and with whom. Also define the access level e.g. read only or read write etc.
Post a Comment
Read more

Assignment Rules

There are two assignment rules: Lead assignments rules, Case assignment rules. 1. Search for assignment rule in quick find box and select Lead or Case rules 2. Create new rule. 3. Go to detail of that rule and define new rule entry e.g. when annual revenue is greater than $1M assign that lead to a specific user. 4. Try by creating a new Lead record with annual revenue greater than 1M. 5. You can assign Leads/ Cases to a user or to a queue. You can also send an email to the user informing that a record has been assigned to her. 
Post a Comment
Read more