Permission sets allow administrators to grant users access to functionality in a more granular, flexible way compared to profiles. The presentation discussed how permission sets were used by USAA to simplify a complex permissions model with many profiles. Best practices for using permission sets like thinking of security in terms of functional roles and tasks rather than all-or-nothing profiles were also covered. The roadmap discussion highlighted upcoming features like organization-wide permission sets and increased metadata API support for permission sets.
How safe are your Lightning Components? Join us and learn about the foundations required for a secure application built on Lightning. We'll cover common misconceptions around field-level security, CRUD, content security policy (CSP), as well as other common mistakes with Lightning. You'll walk away with all the best practices for hardening your application and keeping your data secure.
This document provides an overview of Lightning Web Components (LWC) including why LWC was introduced, the pillars of web components, LWC anatomy, lifecycle methods, calling Apex methods from LWC, using Lightning Data Services in LWC, handling events in LWC, coexistence of LWC and Aura components, and some miscellaneous topics like refreshing Apex data and sharing JS between LWC and Aura. The agenda covers these topics at a high level with examples provided for key concepts like creating a web component, calling Apex, handling events, and using Lightning Data Services to create a record in JavaScript.
LWC Episode 3- Component Communication and Aura InteroperabilitySalesforce Developers
Lightning Web Components gives JavaScript developers a web standards-based path to building apps on the Salesforce Lightning Platform.
In the third episode of our five part series on Lightning Web Components, we cover design considerations and compositions of Lightning Web Components.
Introduction to lightning web component Sudipta Deb ☁
Kitchener, CA Developer Group's online session on "Introduction to Lightning Web Component". In this session, we discussed about basics of web component based development, difference between aura framework & lightning web component, demo.
The document discusses integration solutions from Salesforce and MuleSoft. It promotes the MuleSoft Anypoint Platform as a complete integration platform that can connect any application, data, or device using API-led connectivity. It positions the platform as future-proof and able to empower organizations to innovate faster. Specific capabilities and use cases mentioned include building a complete customer view, modernizing legacy systems, creating omnichannel experiences, and connecting e-commerce.
The document provides an overview of Salesforce development. It discusses that Salesforce is a cloud-based CRM platform with over 82,000 customers. It offers features for marketing, sales, services, and more. Salesforce can be customized through tools like Sales Cloud, Service Cloud, and Custom Cloud. Development in Salesforce involves creating objects and relationships, automating processes with workflows and approvals, building reports and dashboards, adding programming logic with Apex, and creating custom interfaces with Visualforce.
Manage Development in Your Org with Salesforce Governance FrameworkSalesforce Developers
As your team creates more apps in your Salesforce Org, you're faced with a new set of challenges: managing a well-designed org. Join us to learn about using the practices defined in the Salesforce Governance framework, and the set of tools available for managing issues such as security, coding standards, decisions over declarative verses Apex apps, design standards, overall Org strategy, and change control. By applying these best practices, your team can continue to grow your apps to meet the continuing challenges of your company.
How safe are your Lightning Components? Join us and learn about the foundations required for a secure application built on Lightning. We'll cover common misconceptions around field-level security, CRUD, content security policy (CSP), as well as other common mistakes with Lightning. You'll walk away with all the best practices for hardening your application and keeping your data secure.
This document provides an overview of Lightning Web Components (LWC) including why LWC was introduced, the pillars of web components, LWC anatomy, lifecycle methods, calling Apex methods from LWC, using Lightning Data Services in LWC, handling events in LWC, coexistence of LWC and Aura components, and some miscellaneous topics like refreshing Apex data and sharing JS between LWC and Aura. The agenda covers these topics at a high level with examples provided for key concepts like creating a web component, calling Apex, handling events, and using Lightning Data Services to create a record in JavaScript.
LWC Episode 3- Component Communication and Aura InteroperabilitySalesforce Developers
Lightning Web Components gives JavaScript developers a web standards-based path to building apps on the Salesforce Lightning Platform.
In the third episode of our five part series on Lightning Web Components, we cover design considerations and compositions of Lightning Web Components.
Introduction to lightning web component Sudipta Deb ☁
Kitchener, CA Developer Group's online session on "Introduction to Lightning Web Component". In this session, we discussed about basics of web component based development, difference between aura framework & lightning web component, demo.
The document discusses integration solutions from Salesforce and MuleSoft. It promotes the MuleSoft Anypoint Platform as a complete integration platform that can connect any application, data, or device using API-led connectivity. It positions the platform as future-proof and able to empower organizations to innovate faster. Specific capabilities and use cases mentioned include building a complete customer view, modernizing legacy systems, creating omnichannel experiences, and connecting e-commerce.
The document provides an overview of Salesforce development. It discusses that Salesforce is a cloud-based CRM platform with over 82,000 customers. It offers features for marketing, sales, services, and more. Salesforce can be customized through tools like Sales Cloud, Service Cloud, and Custom Cloud. Development in Salesforce involves creating objects and relationships, automating processes with workflows and approvals, building reports and dashboards, adding programming logic with Apex, and creating custom interfaces with Visualforce.
Manage Development in Your Org with Salesforce Governance FrameworkSalesforce Developers
As your team creates more apps in your Salesforce Org, you're faced with a new set of challenges: managing a well-designed org. Join us to learn about using the practices defined in the Salesforce Governance framework, and the set of tools available for managing issues such as security, coding standards, decisions over declarative verses Apex apps, design standards, overall Org strategy, and change control. By applying these best practices, your team can continue to grow your apps to meet the continuing challenges of your company.
Salesforce began as a customer relationship management software and has grown into a cloud computing platform. It provides software as a service and platform as a service, including applications like Sales Cloud, Service Cloud, and Force.com for building custom applications. Salesforce uses a multi-tenant architecture allowing multiple customers to use a single instance of the software. It includes tools like Visualforce for customizing interfaces and Apex for adding business logic through code.
Take control of your Salesforce application with a governance process! Establishing a governance process helps us sort change requests and work with all of our stakeholders, from end users to developers. Join us as we teach you how to manage your entire application lifecycle process by instituting a governance process for your business.
This document provides an introduction to Salesforce for students. It outlines the course roadmap, which covers what Salesforce is, why learning Salesforce skills is important, how to learn Salesforce through Trailhead, what the Trailblazer Community is, and includes a hands-on activity. The document encourages students to create a free Trailhead account to begin exploring trails and building skills, and to engage with the Trailblazer Community to learn and connect with others.
The Force.com Platform offers a powerful, scalable, and secure Web Service API to support integration use cases common to large enterprises. In this session, we will revise some of these patterns then focus on a specific pattern used to solve asynchronous integrations. We will delve in to the specific techniques related to this pattern and put them to use by forming real world end-to-end integration use case illustrating maintainability, scalability, extensibility, and security.
Salesforce is a leading cloud-based customer relationship management tool that was founded in 1999. It provides platforms like Sales Cloud, Service Cloud, and Collaboration Cloud to help businesses manage relationships with customers and close more deals. Salesforce offers an easy-to-use and affordable CRM solution that is accessible via the web and allows customization through applications on the AppExchange. It has over 100,000 customers and 2 million users worldwide.
Understanding the Salesforce Architecture: How We Do the Magic We DoSalesforce Developers
Join us for a deep dive into the architecture of the Salesforce1 Platform. We'll explain how multitenancy actually works and how it affects you as a Salesforce customer. By understanding the technology we use and the design principles we adhere to, you'll see how our platform teams manage three major upgrades a year without causing any issues to existing development. We'll cover the performance and security implications around the platform to give you an understanding of how limits have evolved. By the end of the session, you'll have a better grasp of the architecture underpinning Force.com and understand how to get the most out of it.
When building an enterprise solution or creating an app, data often comes from multiple systems, and business processes frequently cross application boundaries.
Salesforce offers a rich library of programmatic and point-and-click integration tools to customize business processes that span multiple application systems. In this webinar, we will survey the many integration options and technologies available in Salesforce, including newer API and integration features.
This webinar is the first in a series that will explore several ways to integrate systems and services with Salesforce.
Lightning web components - Introduction, component Lifecycle, Events, decorat...Nidhi Sharma
Lightning Web Components are custom HTML elements built using HTML and JavaScript. This document discusses the fundamentals of Lightning Web Components including their structure, templating, lifecycle hooks, communication between components, and provides a recipe for building a basic to-do list app as an example. The recipe demonstrates creating the necessary SFDX project and components, defining the component templates and logic, and adding the main application component to display the to-do form.
Join us as we provide an overview of how to integrate to Salesforce using the built-in tools, and look at integration on the different layers of Salesforce (User Interface, Data Logic, and Database). We'll be providing tips, best practices, and real-life examples.
Salesforce integration best practices columbus meetupMuleSoft Meetup
onnectivity Overview
Connectivity to Salesforce Clouds
Connectors and Salesforce APIs
Connector interacting with Salesforce core
Composite Connector
Triggers
Establishing a connected app for MuleSoft Connectors
Salesforce Integration Best Practices
When to move data into SFDC
Appropriate use of APEX
Salesforce integration technologies and considerations
Data Virtualization/Live Read
Data Manipulation and Migration
Real-time changes, events and Streaming
Resources
Salesforce Accelerators for Service Cloud and Commerce Cloud
This presentation template contains over 35 slide layouts for creating Salesforce presentations. It provides guidelines on typesetting, imagery, and icons to maintain a consistent brand style. Editable elements like maps, devices, and line art icons allow for customizing slides directly in PowerPoint.
Technology in Society-CRM-(Salesforce)-Business Strategy Victoria University
Salesforce.com is a leading cloud-based customer relationship management system provider. It has over 100,000 customers ranging from small businesses to large enterprises. Salesforce.com pioneered cloud-based CRM systems and now offers a variety of cloud services including Sales Cloud, Service Cloud, and Marketing Cloud. While it faces competition from Microsoft, Oracle, and other cloud platform providers, Salesforce.com continues to innovate and grow its market share through strategic acquisitions and a focus on third-party developers building applications using its platform. The rise of cloud computing has been disruptive to the CRM industry and will continue shaping how businesses leverage customer data and technology in the future.
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
Intro to Salesforce Lightning Web Components (LWC)Roy Gilad
Overview and background for Salesforce Lightning Web Components (LWC).
Source code in the sample gallery: https://github.com/trailheadapps/lwc-recipes
Presented by Roy Gilad, on January 29, 2019.
Do you want to be able to integrate external systems to Salesforce without copying the data and be able to write back to that system? Join us to go through several techniques that will allow you to leverage Lightning Connect's new write capability to its fullest potential. We'll show you how to build robust two-way integrations using a variety of declarative and programmatic tools and techniques. In addition, we'll explore common pitfalls like high operation latency and transaction semantics to help you avoid potential failures.
Lightning Web Components are a JavaScript programming model for building web applications and interfaces that is built on the best of web standards.
Any front-end web developer can get started with LWC and leverage custom elements, and JavaScript APIs to create modern apps and experiences that are fully aware of Salesforce data and processes.
The document provides an introduction to Apex triggers in Salesforce, explaining that triggers are custom code that automatically executes in response to create, update, or delete events on objects. It discusses when triggers should be used compared to other options like workflow rules, and gives examples of how triggers could be used to automatically create related records or send emails in response to events. The document also covers best practices for testing and deploying trigger code to production environments.
Social Enterprise Comes to Life with IntegrationConfigero
This document summarizes a presentation about using cloud integration to improve operations for a distribution company. It discusses Neill Corporation's implementation of Salesforce and Informatica Cloud to connect different business units and gain insights. Key points include how Neill saw improved sales productivity and visibility after integrating systems. The presentation also covered best practices for adoption like encouraging business ownership and leveraging expert partners.
Math not your thing? Stuck in a functionality rut? Join us to learn a few key tips and tricks for using Salesforce MVPs to write kick-butt formulas. Walk away with actual formulas that you can immediately put to use. NOTE: This session is Community-Led: created BY the Salesforce community FOR the Salesforce community
Salesforce began as a customer relationship management software and has grown into a cloud computing platform. It provides software as a service and platform as a service, including applications like Sales Cloud, Service Cloud, and Force.com for building custom applications. Salesforce uses a multi-tenant architecture allowing multiple customers to use a single instance of the software. It includes tools like Visualforce for customizing interfaces and Apex for adding business logic through code.
Take control of your Salesforce application with a governance process! Establishing a governance process helps us sort change requests and work with all of our stakeholders, from end users to developers. Join us as we teach you how to manage your entire application lifecycle process by instituting a governance process for your business.
This document provides an introduction to Salesforce for students. It outlines the course roadmap, which covers what Salesforce is, why learning Salesforce skills is important, how to learn Salesforce through Trailhead, what the Trailblazer Community is, and includes a hands-on activity. The document encourages students to create a free Trailhead account to begin exploring trails and building skills, and to engage with the Trailblazer Community to learn and connect with others.
The Force.com Platform offers a powerful, scalable, and secure Web Service API to support integration use cases common to large enterprises. In this session, we will revise some of these patterns then focus on a specific pattern used to solve asynchronous integrations. We will delve in to the specific techniques related to this pattern and put them to use by forming real world end-to-end integration use case illustrating maintainability, scalability, extensibility, and security.
Salesforce is a leading cloud-based customer relationship management tool that was founded in 1999. It provides platforms like Sales Cloud, Service Cloud, and Collaboration Cloud to help businesses manage relationships with customers and close more deals. Salesforce offers an easy-to-use and affordable CRM solution that is accessible via the web and allows customization through applications on the AppExchange. It has over 100,000 customers and 2 million users worldwide.
Understanding the Salesforce Architecture: How We Do the Magic We DoSalesforce Developers
Join us for a deep dive into the architecture of the Salesforce1 Platform. We'll explain how multitenancy actually works and how it affects you as a Salesforce customer. By understanding the technology we use and the design principles we adhere to, you'll see how our platform teams manage three major upgrades a year without causing any issues to existing development. We'll cover the performance and security implications around the platform to give you an understanding of how limits have evolved. By the end of the session, you'll have a better grasp of the architecture underpinning Force.com and understand how to get the most out of it.
When building an enterprise solution or creating an app, data often comes from multiple systems, and business processes frequently cross application boundaries.
Salesforce offers a rich library of programmatic and point-and-click integration tools to customize business processes that span multiple application systems. In this webinar, we will survey the many integration options and technologies available in Salesforce, including newer API and integration features.
This webinar is the first in a series that will explore several ways to integrate systems and services with Salesforce.
Lightning web components - Introduction, component Lifecycle, Events, decorat...Nidhi Sharma
Lightning Web Components are custom HTML elements built using HTML and JavaScript. This document discusses the fundamentals of Lightning Web Components including their structure, templating, lifecycle hooks, communication between components, and provides a recipe for building a basic to-do list app as an example. The recipe demonstrates creating the necessary SFDX project and components, defining the component templates and logic, and adding the main application component to display the to-do form.
Join us as we provide an overview of how to integrate to Salesforce using the built-in tools, and look at integration on the different layers of Salesforce (User Interface, Data Logic, and Database). We'll be providing tips, best practices, and real-life examples.
Salesforce integration best practices columbus meetupMuleSoft Meetup
onnectivity Overview
Connectivity to Salesforce Clouds
Connectors and Salesforce APIs
Connector interacting with Salesforce core
Composite Connector
Triggers
Establishing a connected app for MuleSoft Connectors
Salesforce Integration Best Practices
When to move data into SFDC
Appropriate use of APEX
Salesforce integration technologies and considerations
Data Virtualization/Live Read
Data Manipulation and Migration
Real-time changes, events and Streaming
Resources
Salesforce Accelerators for Service Cloud and Commerce Cloud
This presentation template contains over 35 slide layouts for creating Salesforce presentations. It provides guidelines on typesetting, imagery, and icons to maintain a consistent brand style. Editable elements like maps, devices, and line art icons allow for customizing slides directly in PowerPoint.
Technology in Society-CRM-(Salesforce)-Business Strategy Victoria University
Salesforce.com is a leading cloud-based customer relationship management system provider. It has over 100,000 customers ranging from small businesses to large enterprises. Salesforce.com pioneered cloud-based CRM systems and now offers a variety of cloud services including Sales Cloud, Service Cloud, and Marketing Cloud. While it faces competition from Microsoft, Oracle, and other cloud platform providers, Salesforce.com continues to innovate and grow its market share through strategic acquisitions and a focus on third-party developers building applications using its platform. The rise of cloud computing has been disruptive to the CRM industry and will continue shaping how businesses leverage customer data and technology in the future.
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
Intro to Salesforce Lightning Web Components (LWC)Roy Gilad
Overview and background for Salesforce Lightning Web Components (LWC).
Source code in the sample gallery: https://github.com/trailheadapps/lwc-recipes
Presented by Roy Gilad, on January 29, 2019.
Do you want to be able to integrate external systems to Salesforce without copying the data and be able to write back to that system? Join us to go through several techniques that will allow you to leverage Lightning Connect's new write capability to its fullest potential. We'll show you how to build robust two-way integrations using a variety of declarative and programmatic tools and techniques. In addition, we'll explore common pitfalls like high operation latency and transaction semantics to help you avoid potential failures.
Lightning Web Components are a JavaScript programming model for building web applications and interfaces that is built on the best of web standards.
Any front-end web developer can get started with LWC and leverage custom elements, and JavaScript APIs to create modern apps and experiences that are fully aware of Salesforce data and processes.
The document provides an introduction to Apex triggers in Salesforce, explaining that triggers are custom code that automatically executes in response to create, update, or delete events on objects. It discusses when triggers should be used compared to other options like workflow rules, and gives examples of how triggers could be used to automatically create related records or send emails in response to events. The document also covers best practices for testing and deploying trigger code to production environments.
Social Enterprise Comes to Life with IntegrationConfigero
This document summarizes a presentation about using cloud integration to improve operations for a distribution company. It discusses Neill Corporation's implementation of Salesforce and Informatica Cloud to connect different business units and gain insights. Key points include how Neill saw improved sales productivity and visibility after integrating systems. The presentation also covered best practices for adoption like encouraging business ownership and leveraging expert partners.
Math not your thing? Stuck in a functionality rut? Join us to learn a few key tips and tricks for using Salesforce MVPs to write kick-butt formulas. Walk away with actual formulas that you can immediately put to use. NOTE: This session is Community-Led: created BY the Salesforce community FOR the Salesforce community
In this presentation given at Dreamforce 2013 Mike Gerholdt, Garry Polmateer, and Jared Miller give Salesforce Admins advice on managing their Salesforce instance and common mistakes we have made over the years.
Salesforce MVPs Alex Sutherland and Maria Belli give Salesforce Admins an overview of security in Salesforce. From Org wide defaults, to object, field, and record access this presentation will help you understand how to secure your data and understand sharing rules.
En 3 oraciones o menos:
Piedad Córdoba argumenta en la carta que el proceso contra Dilma Rousseff en Brasil es un golpe de estado orquestado por políticos corruptos y grupos de ultraderecha, ya que Dilma no es culpable de los cargos en su contra y su destitución busca privatizar la empresa estatal Petrobras para beneficiar intereses económicos. También señala que muchos de los que votaron para destituirla tienen denuncias de corrupción peores y que hay motivaciones religiosas y militaristas de
LazyDesk is a portable desk designed by Madi and Ariyana to solve problems of discomfort when working from bed or a desk. It allows comfortable working from bed without needing to move to a desk, saving space compared to a full desk. The prototype LazyDesk is easy to access and store away, uses space efficiently, and is comfortable. Next steps are to get the product into local and big retail stores, mass produce it in China to lower costs, and generate profits.
3 d pie chart circular puzzle with hole in center process 9 stages style 1 po...SlideTeam.net
The document describes a 9 stage 3D circular puzzle process. Each stage consists of text boxes arranged in a circular formation with connecting lines. The text boxes can be edited in PowerPoint and modified by changing color, size, orientation or text. All images are fully editable to customize the presentation to the user's liking.
The document describes the steps in a Capistrano deployment process. It lists the main deployment tasks as deploy:default, deploy:update, deploy:update_code, deploy:finalize_update, deploy:symlink, and deploy:restart. It also mentions the deploy:setup task for preparing servers for deployment and shows example commands for creating necessary directories and setting permissions on the servers.
The document provides details from a museum crawl of the Victoria and Albert Museum in London, England. It describes various exhibit elements including interactive components, discovery rooms for children, period rooms, and digital media. Throughout the exhibit, there was a focus on integrating interactive elements and hands-on activities for visitors of all ages to engage with the collection in an experiential manner.
Green Pearl Events Multifamily Investment Summit Gary Kachadurian PresentationRyan Slack
The macroeconomic situation remains tough. While the free-fall of financial markets and the economy has ceased, indicators have yet to show sustained growth. Consumers face high job losses, unemployment, and wealth declines while businesses have stabilized but see low profitability and regulatory uncertainty. Exports also remain weak due to global economic weakness. Government stimulus is having an impact but other policies are increasing uncertainty for consumers and businesses. Unemployment is expected to remain high for the foreseeable future.
EMC World 2016 - cnaITL.04 Open Source has changed how you run Infrastructure{code}
Rewind a few years back in Enterprises and you won't find open source coming up often in infrastructure platforms. Today, some of the most successful organizations in the world have disrypupted or responded to disruption by building infrastructure using open source platforms and tools. EMC is embracing this trend head on. Hear from some of the biggest organizations that have made this choice and how EMC can help you get there.
This document discusses how a music video for a song by Ben Howard both uses and develops conventions of the music video and singer-songwriter genres. It analyzes still shots from the video, explaining how each shot uses or challenges conventions. For example, shots of an urban location with graffiti use conventions of music video settings, while shots featuring multiple people singing develop the convention of a song having widespread meaning. The document also discusses how the digipak and magazine advert feature the guitar as the artist's signature instrument to draw in the target audience, consistently using conventions of the genre.
Expert Webcast - How to Save Users 80% Time in Salesforce Configero
Apartment Realty Advisor's Jeff Ober shares how they have saved over 3,000 hours and $200,000 in costs using an advanced native interface that dramatically reduces the time and effort reps spend logging and managing data in Salesforce.
This illustrate the long and detailed work of Wuletawu during his Ph.D. His topic was modelling the whole hydrological cycle, meaning, all the components together with JGrass-NewAGE. In order to do this, he had to line up several tools, partition the basins, interpolate meteorological data, to go crazy when the data were not available. Calibrate the submodels, each one by each one with available data; doing educated guesses, when any other option was inexistent. He introduces the use of satellite data in JGrass-NewAGE, and, I think, he did it well. He never gave up when I bother him. And I think he did a god job.
HOW TO SET-UP A FREE BLOG USING BLOGGER TO PROMOTE YOUR BOOKS AND BRAND YOURSELFzion thompson
Every Author or writer needs a blog to promote their works and brand themselves. Technology grants authors and writers the perfect leverage they need to reach a wider audience and engage their readers.
Using Custom Permissions to Simplify SecurityDaniel Peter
This document discusses using custom permissions in Salesforce to simplify security and align application security with corporate compliance requirements. It outlines challenges with using standard platform security and permissions, and how custom permissions can be defined, assigned, and checked in Apex code to implement more granular security that matches business processes and roles. Best practices are provided around starting simply, keeping granularity large initially, and documenting custom permissions. The presentation concludes by discussing future opportunities with custom permissions and providing information on related security sessions and Trailhead modules.
Managing large role hierarchies at enterprise scale presents challenges. Regular maintenance is needed to optimize performance as roles and data grow. Best practices include setting minimum role defaults, regularly deleting unused roles via API, and following guidance for major sharing changes to avoid performance issues. Symantec reduced their roles by 30,000 through analyzing sharing rules and portal roles with no users assigned. Periodic reviews help ensure a scalable and efficient security model.
- Jayant Jindal is a Salesforce user group lead in Fremont, CA who is certified in various Salesforce credentials and specializes in Quip and Salesforce architecture.
- The presentation contains standard forward-looking statement disclaimers about projections, subscriber growth, and other financial and strategic information being subject to risks and uncertainties.
- Any new functionality or products mentioned that are not currently available may be delayed or not delivered at all, and purchasing decisions should be based on currently available features.
Df14 Maintaining your orgs setup for optimal efficiency for distjayvinarora
This document discusses maintaining an organization's Salesforce setup for optimal efficiency. It emphasizes the importance of initial setup, including using field descriptions and picklists, following naming conventions, utilizing features like custom settings and field sets, and documenting standards and changes. It also recommends ongoing maintenance practices like scheduled code freezes, analyzing the system regularly, and communicating changes. Maintaining the setup helps limit issues down the road and ensures the system supports business needs efficiently.
Your Secret Weapon: Top Admin Apps from the AppExchangeMike Gerholdt
Get more out of salesforce.com with over 1500 pre-integrated apps on the AppExchange. Join us to uncover some of the hottest solutions on the market today, from social and mobile tools to project management and recruiting apps.
We’re excited to share some new resources to help you become a security-minded Admin! We will show you a sneak peek of our new security homepage on trust.salesforce.com, tips on how to become a Trust Trailblazer with our new security badges and trail.
Salesforce Support Tip: Plan your implementation of each feature carefully before you make them available to your users. This document includes additional Salesforce support tips to walk you through the setup process and make your implementation a smooth transition for users.
Need Salesforce support for your implementation or customization? Check out OnPath Salesforce Support Services. We're Canadian Eh! http://www.onpath.com/salesforce-optimization-services
Webinar: Cut that Clutter! Maintain a Clean Org and Improve ProductivitySalesforce Admins
If you have hundreds of custom fields on an object, 20+ installed packages and more page layouts than you know what to do with, it’s time to clean your org. #AwesomeAdmin Kelly Bentubo has done just that and will share what it takes to make your org the lean, mean, data-crushing machine you have always envisioned. In this session, we will walk you through identifying problem data types, migrating data, and how to handle the complete process of change management as you clean up your org.
Salesforce Identity Management. Basics of authentication and authorization. SAML, OAuth 2.0, DIfferent flows in Oauth 2.o, Demo in Saklesforce for Identity and Service Provider. Fremont Trailblazer Group March 2020 Presentation.
CloudOps evening presentation from Salesforce.comAlistair Croll
Peter Coffee, VP and Head of Platform Research at Salesforce, discussed building business apps on the Force.com platform. Force.com provides developers with tools to build scalable apps faster and at lower costs compared to traditional platforms. It offers capabilities such as visual process design, business rules, social business processes, and real-time device interactions. Force.com also enables secure communities and social business through its security and sharing models.
The document summarizes a presentation on sharing models in Salesforce. It discusses the key concepts of role hierarchies, organization-wide defaults, and sharing rules. It then provides examples of how different companies structured their sharing based on their business needs, including a private model, public read access, and a hybrid approach. The presentation concludes with best practices and lessons learned from the various customer examples.
As a commercial application partner, you've got to consider some important factors before you architect your app. What license types are best for your target audience? How will your app interact with standard Salesforce features and objects? How do you ensure the app can scale to meet the needs of your customers? This session will explore important decisions and best practices for building a commercial grade application on Force.com. This session is primarily intended for product managers and architects
Top 5 User Problems Admins Solve by Colleen Burnsed & Meagan DiegalmanSalesforce Admins
The document discusses 5 common user problems that system administrators face and provides solutions for each:
1) Dirty data can be prevented using validation rules, duplicate rules, and matching rules to enforce standards and decrease maintenance.
2) Accessing data can be managed through profiles, permission sets, and sharing settings to restrict or open access to objects and records.
3) Collaboration is supported through Chatter to connect users and groups to share updates, files, and links in real time.
4) Org limitations can be addressed using apps from the AppExchange, both free and paid options that are already built for Salesforce.
5) On-the-go access is provided by the Salesforce1 mobile app to increase
This document discusses implementing data governance around packaged apps in Salesforce. It outlines how Salesforce can act as either a data repository or data feed depending on an organization's needs. It also discusses the differences between managed and unmanaged packages and the various tools in the Salesforce data toolbox that can be used for data governance, such as validation rules, workflows, and Apex triggers. The presentation concludes with a demonstration of the "Data Governator" app and some solutions for improving data governance with that app.
Devendra Sawant and Shraddha Salvi presented on various topics from the Salesforce Summer '20 release. Key points included:
1. The new Split List View feature allows users to see list view data and a selected record simultaneously. Dynamic Forms allow creating sub-sections on Lightning pages with visibility rules.
2. The Salesforce Optimizer tool is now an interactive app to analyze org performance. The new In-App Guidance Builder simplifies creating prompts and guidance for users.
3. Major Flow updates include running flows after record saves, triggering flows from platform events, simplified loop elements, bypassing permissions, and passing records from Lightning pages.
4. Additional topics
The document discusses strategies for improving Salesforce adoption within an organization. It recommends defining objectives to address current pain points, then planning and implementing strategies such as customizing page layouts and profiles, automating processes, improving data quality, and leveraging tools for collaboration and visibility. The role of adoption evangelists is to stay up to date on Salesforce features and help communicate the benefits to drive improved adoption across teams.
Extending Salesforce Using the AppExchangedreamforce2006
The document discusses extending Salesforce using the AppExchange marketplace. It provides examples of how three companies - First Advantage CREDCO, Quantum Track, and a leading storage manufacturer - leveraged AppExchange apps and components to address key business challenges and improve sales processes, data quality, and user adoption of Salesforce. The companies saw benefits like reduced cycle times, increased conversions, automated processes, and improved data quality and user experience.
The document introduces Salesforce Shield, which provides new services to help customers build trusted applications securely and fast. It describes the analytics and actions capabilities of Event Monitoring within Salesforce Shield. Event Monitoring allows customers to gain visibility into user actions, generate security policies from analytics, and automate real-time actions from those policies. An example is provided around limiting concurrent login sessions using Event Monitoring's analytics to understand login behaviors and its actions to enforce session constraints.
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Keeping it Simple with Permission Sets
1. Keeping it Simple with Permission Sets
Administrator Track
Adam Torman, Senior Product Manager, Salesforce.com, @atorman
Doug Bitting, Principal Member Technical Staff, Salesforce.com, @sfdcdoug
Kenton Reed, Administrator, USAA
Jody Hamlett, Managing Director, Configero, @configero
2. Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results
expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be
deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other
financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any
statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new
functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our
operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of
intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we
operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new
releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization
and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This
documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of
our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently
available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based
upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-
looking statements.
6. Permissions and Access Settings
Read, create, edit and delete objects, like Accounts and Cases
Read and edit fields (field-level security)
User Permissions, like “View All Data”
Access Apex Classes and VisualForce pages
Historically, permissions and
settings have been controlled in
profiles.
8. Result of the perfect set of permissions
We can
do better! Where’s
Doug?
40
Feet
The
Landmark
@ One Standard
Market User
Profile
9. What is a Permission Set?
Like profiles, a permission set is a collection of permissions and settings that allow users to do
things in Salesforce.
What a user can do is now determined by their profile plus any assigned permission
sets.
13. A Little About USAA…
We are a financial services company based in San Antonio, Texas
that provides a full range of highly competitive financial products
and services to the military and their families.
Insurance
Banking
Investments
Retirement
Advice
USAA Confidential
14. Our Business Problem…
• Two Force.com application sets built in our cloud:
Applications for very specific user groups.
Applications used across the entire enterprise.
• As our Force.com footprint increased, the growing numbers of
Profiles were getting difficult to manage.
• We were facing a Profile management nightmare with our
projected Force.com application growth.
Profile A.1
Profile A.2
Profile A.3
Profile A.???
USAA Confidential
15. Our Business Problem cont…
Primary drivers for Profile growth:
Multiple lines of business building applications in one Salesforce
organization.
Enterprise and non-enterprise applications in the same cloud.
Very large user base. (24,000+)
Unique security requirements for each application.
USAA Confidential
16. Our Business Solution…Permission Sets
Permission Sets allowed us to bring order to the Profile
management chaos we were about to face.
Benefits of Permission Sets:
1. Allowed us to a move to a more generic line of business Profile structure
where possible.
2. Allowed for access to be granted on the application level.
3. Allowed for a 50% reduction in our planned Profiles.
4. Allowed us to easily extend with the API to automate the delegation of mass
Permission Set assignment.
USAA Confidential
17. After Permission Sets…
• Permission Set proliferation much smaller than expected.
Most applications have very similar access requirements.
• Ability to retire many existing Profiles.
• Considerable reduction in complexity of application permission
assignment.
USAA Confidential
19. A New Way Of Thinking
● Think about security in manageable chunks
● No longer need to think about everything
● Consider only what's relevant to the permission set
● Aggregate access rights via assignment
20. Same Job, More Responsibility
One-off profiles requests
With profiles
– Modify existing profile
– Create a one-off profile
– Assign an admin profile
With permission sets
– Create a reusable permission set
– Assign the permission set for any users
21. Manage Functional Roles More Easily
Functional Role represents
significant chunks of
responsibilities
Access by matrix
Example: 4 teams by 4
teams or processes
16 profiles or
8 permission sets
22. Manage Tasks More Easily
Tasks represent discrete sets of
responsibilities
Access by tasks
Example: 10 tasks like approving
a time off request or merging two
leads
1023 profiles or
10 permission sets
23. Manage Apps More Easily
Assign force.com apps to
users regardless of their profile
Time Off Manager to all users in
North America across all departments
Most permissions and settings
supported
Works when using simple page
layouts and record types that
can still be managed by a
profile
24. Recertify Rights
Verify the permissions a user needs by taking
risky permissions away from all users in the
organization and then granting them back on
an individual basis through a permission set
instead of the user's profile.
View All Data, Modify All Data, Manage Users,
Customize Application are all great candidates
25. You should try this out at home!
Permission Set Why it works
View All Data Recertify who can view all data in an org to manage the running user of dashboards
rather than giving it out to all users in a profile
Manage Users Reduce the number of users who can:
Create/Modify Profiles and Permission Sets
Create/Modify Sharing Rules
Price Book Consolidate who in Sales Ops can manage products and price books
Administrator
API Only User Manage Integrations more easily by migrating this permission from all profiles to a
single permission set
Approver Use field level security to determine who can approve a record in an approval process
Time Off Manager Except for Layouts and Record Types, it’s possible to control most app permissions
End-User and settings using a permission set
Connected App User Using Connected Apps (Pilot), you can choose which users can use OAuth to log into
other apps on other platforms
26. Roll out IT projects in phases
Phase in a new feature without first:
Getting approval to add it to everyone
Developing documentation
Developing training
How
Create and assign a permission set
Collect data from the pilot
Develop documentation and training based on user feedback
27. Excel Form - Sample
Use tools like Excel to view the desired state of your permissions
Think about functions and tasks
28. Gotchas
Mass assignment tools
sObject API support can help
Workaround: Use the API
Analytical tools
Who has what permission and why
Workaround: Use the API
Additional access settings
Record types, page layouts, etc.
Workaround: Use Profiles
29. A new way of thinking
Think about security the way your organization thinks about
security
Identify job functions, tasks, and processes
Determine the set of access rights necessary for each
Aggregate access rights via assignment
31. Business challenge
Complex Microsoft conversion
Over 1 million records to be converted from multiple data sources
6000 Users – across Sales, Marketing, Client Relations, Customers, Finance,
Accounting, Contracts, Project Teams, and Affiliates (partners)
Complex security model – large super user team, many role-based profiles, and
multiple portal user profiles
200+ separate security profiles required
More than 20 profiles with 1-3 users assigned
Sales
Marketing Large publicly-traded healthcare company that provides
Client Customers
Relations financial improvement to health care providers for both
Solomon
revenue cycle and supply chain management.
32. Solution
Simplify a complex security model
Enabled us to deploy power of managing system to Super Users
Enabled faster transition to MDAS (admin) community
Enabled on-going scalability easier (6k users to 9k)
More rapid implementation due to less configuration
Build base profile and custom permission sets for cross functional users
Potential Profiles Permission Sets
Active Profiles: 62
Active Permission Sets: 55
Common Themes
1. Modify all account teams
2. Manage Public List Views / Reports
3. Manage Demo Requests
4. Visibility to Access Financial information
5. Edit restricted account information
6. Survey administration
7. Super User (all permission sets)
Active Users: 9,057
33. Best Practices
BUILD A TEAM – Get the business INVOLVED!
DEPLOYMENT/COMMUNICATION – Know what you are doing before
you do it
SANDBOX – use login-as feature and make business test
Enterprise Project Team Collaboration Deployment
Plan
Project
Managers
CIO Data
System Analysts
Admins
SFDC
Xpert
Services
SVP
Business Focus is
Lead Developers
Important!
34. Implementation Tips and Tricks
Getting Started…Think of permission sets as an “À la carte” approach
Getting Started…When building permission sets, consider starting with reviewing
all ADMIN privileges to determine the permission set needs (Delete or Transfer)
Ensure you have a Naming Convention is key. Note: Today, there is not an easy
way to display all Permissions included in one Permission Set “at a glance”
Permission Sets are License-driven: customer portal, platform, chatter, etc.?
Before go-live: make sure review each Permission Set’s “Assigned Users”
36. Organization Wide Permission Sets
Eliminate Permission Set Proliferation
Create the same way
AFTER: Multiple
as permission sets
a normal
Assigning
permission set with
are replaced permission sets that
just one have permissions not
allowed by the user’s
license results in an
error
Pick any
License is left permission or
empty setting that is
allowed on any
license
Permission set with
more permissions
than allowed by this
BEFORE: you had user
to create one
permission set
per license type
38. More API Support
Enable Developers to create killer tools
Building Administrative Tools with Permission Set API
10:30 a.m. - 11:30 a.m.
Moscone West 2020
39. More Metadata API and Change Set Support
Migrate permissions separately from metadata
Full support for
custom and standard
permissions in
MdAPI
New top level
component:
Permission Sets