About Author


Anil is a Salesforce Solutions Architect. He has more than 7 years of expertise in Salesforce ecosystems. apart from Salesforce he has expertise in open source CRM applications, ERP systems and third party integrations. 

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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.
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Creating Relations

1. One to one or look up relation: as explained in create new field section, you just need to create a field type as Look-up field. Once done you will be able to relate record in first object to some record in second object. 2. One-to-many: as explained in create new field section, you just need to create a master detail type field. In this case the second object becomes master and first one becomes detail object. A sub-section or subpanel will be created in second object displaying records in first object. 3. Many-to-many: there is no direct way in salesforce to define many-to-many relationship but this can be achieved by using junction objects. Junction object is nothing but two master details relations of two objects with a third object. So e.g. if you want to relate object A and object B as many to many, you first need to 1. Create another object C 2. Create master detail relation for A and C. 3. Create master detail relation for B and C. 4. Once done a subpanel of ...
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Approval Processes

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