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Cairo meetup low code best practices
- 1. Low Code BestPractices Cairo Salesforce Developers Meetup July 18th 2020
- 2. Salesforce Admin TheAwesome Role
- 3. What to expect -Best practices of using: - Custom Permissions - Custom Settings - Custom Metadata - Prior understanding to Salesforce Profiles, Permission Set, Field Level Security…etc
- 4. Profiles Profiles define howusers access objects and data, and what they can do within the application. When you create users, you assign a profile to each one. • Apps • Tabs • Record Types • Page Layouts • Fields What elements a user can see • Create, read, edit, delete records (can be defined per object) • Administrative permissision (customize app) • General functionality (e.g. run report, create public list views) What actions can a user do • Standard profiles are available out of the box • Custom profiles can be created
- 5. Profiles (Continued) Set-up Profiles <Profile Name> Object Permissions Define access to each object Read, Create, Edit, Delete Options
- 6. Permission Set • Apermission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles. • Each user can have multiple permission sets if required. Permission Set Creation Steps 1. Go to Setup Manage Users Permission Set. 2. Assign it on user level.
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- 8. Scenario 1: KeyUser View additional fields. Edit read only fields. Delete records. Bypass validation rule! Run screen flows! => Field Level Security As universal container admin you need to allow a Key user among the team to have a wider and less restrictive access. The key user does not have different profile : => Field Level Security => Object Permission in Permission Set
- 9. Adding checkbox touser record Setting/unsetting the permission requires update each user record making it hard to maintain. Different than standard access mechanism (Profiles, Permission sets). Cumbersome to maintain if it is used for different business rules.
- 10. Custom Permissions arehere to rescue
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- 13. Scenario 2: BulkData Import Validation Rules Workflow Rules Process Builders APEX Triggers Outbound Integration Calls As universal container admin you are planning to import hundred thousands records into Salesforce. You have the following list of configuration: It needs to be disabled as it will affect the performance of your data load. It needs to be disabled only for the migration user and not for the rest What is the best way to handle that?
- 14. Custom Settings arehere to rescue
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- 17. Scenario 3: BusinessRules Global Settings As universal Co-spaces admin you just finished a meeting with the Sales Manager and he want to enable the sales team to create opportunities based on templates. Most of the time UC sell 2 products bundles (Coworking space basic furniture and Cowrking space basic conferencing). The templates will define, the opportunity stage and products to be added. What is the best way to handle that?
- 18. Opportunity Template Template NameOpportunity Stage Basic Furniture Prospecting Basic Conferencing Qualification Template Name Product Basic Furniture Meeting Table Basic Furniture Chair Basic Furniture Whiteboard Basic Conferencing 42 HD Screen Basic Conferencing Cisco conferencing set
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- 21. Enable List CustomSettings
- 22. Custom Settings vsCustom Metadata Types
- 23. Summary Custom Permissions Custom Settings Custom Metadata Custom Objects Access checks assigned via permissionsets or profiles Hierarchal Cached Deployable Support Validation Rules Support Triggers Support Lookup and M-D relationships
- 24. Thank You! Cairo SalesforceDevelopers
- 25. Cairo Salesforce Developer4th Meetup 1. Which object records that are supported to be deployed from org to org: a) Custom Settings b) Custom Metadata c) Custom Objects d) All of the above 2. As Universal Containers Admin you need to store application settings that will be different per Profile or per User. What is the easiest tool to save such data: a) Custom Settings b) Custom Metadata c) Custom Objects d) Custom Permissions
- 26. Cairo Salesforce Developer4th Meetup 3. The result of the following code: a. System.NullPointerException b. System.OutOfBoundryException c. System.LimitException: Too many SOQL queries: 101 d. Hello World