The correct statements are:
a. Every user must be assigned to a role or their data will not display in opportunity reports, forecast roll-ups, and other
displays based onroles
c. When an account owner is not assigned a role, the sharing access for related contacts is read/write, provided
the organization-wide default for contacts is not controlled by parent.
The document provides an agenda for a 5-day admin workshop covering topics like organization setup, user interface configuration, standard and custom objects, and data management. Day 1 covers organization setup, global user interface, and standard/custom objects. Day 2 covers user setup, security, and workflow automation. Later days cover additional topics like reports, mobile configuration, and the AppExchange. The document also includes introductory information and instructions for various setup and configuration exercises to be completed during the workshop.
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.
The document introduces the Salesforce platform and provides an overview of its capabilities. It discusses how the platform can be used to build employee apps, partner apps, and customer apps. It also summarizes several tools on the platform, including Visualforce, Apex, Lightning components, Heroku, and ExactTarget. The presentation aims to demonstrate how the Salesforce platform can support innovation through clicks and code functionality.
The document provides an overview of topics covered in a Salesforce training program for non-technical users, including cloud computing concepts, CRM systems, the Salesforce platform, application architecture, security, business processes, data management, analytics, the development lifecycle, and additional Salesforce features. It outlines modules on the user interface, data model, business logic, application security, business processes for leads and cases, data import/export, reporting, sandboxes, and more advanced topics. The training aims to teach non-programmers about using and administering the Salesforce platform.
Planning Your Migration to the Lightning ExperienceShell Black
Learn how to migrate to the Salesforce Lighting UI in four steps. Shell Black in this presentation discusses how to make the business case to justify the costs to moving to the Lightning Experience (LEX) from Classic. In the four steps Shell covers how to assess the current state of your org, plan out the migration, manage your build sprints and UAT (User Acceptance Testing), and train your end users. He also covers the factors that drive the time needed to complete the project. As you will find, the biggest hurdle to migrating to Lightning is not a missing feature, but Admin knowledge. Click the link on Slide 2 to watch a video of this presentation!
Endless Use Cases with Salesforce Experience Cloud by Dar VeverkaAlesia Dvorkina
Salesforce Experience Cloud allows organizations to create digital experiences like portals, communities, and customer service sites. It leverages Salesforce data and features like cases, flows, Lightning web components, and more. Experience Cloud can be used for partner portals, volunteer portals, donor portals, client portals, commerce sites, and any other type of external engagement site. The presentation covered license types, templates, and themes in Experience Cloud; common components like records, cases, Chatter, files, and flows; designing experiences; and resources for learning more.
The document provides an agenda and overview for an introduction to Salesforce training session. It discusses topics like cloud computing models, the benefits of CRM systems, Salesforce editions and licenses, navigating the Salesforce user interface, and the various Salesforce clouds. It also defines key Salesforce concepts and terminology like instances, environments, objects, fields, and records. The training concludes with information on how to get started with the Trailhead learning platform and tips for continuing to learn Salesforce.
The document provides an agenda for a 5-day admin workshop covering topics like organization setup, user interface configuration, standard and custom objects, and data management. Day 1 covers organization setup, global user interface, and standard/custom objects. Day 2 covers user setup, security, and workflow automation. Later days cover additional topics like reports, mobile configuration, and the AppExchange. The document also includes introductory information and instructions for various setup and configuration exercises to be completed during the workshop.
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.
The document introduces the Salesforce platform and provides an overview of its capabilities. It discusses how the platform can be used to build employee apps, partner apps, and customer apps. It also summarizes several tools on the platform, including Visualforce, Apex, Lightning components, Heroku, and ExactTarget. The presentation aims to demonstrate how the Salesforce platform can support innovation through clicks and code functionality.
The document provides an overview of topics covered in a Salesforce training program for non-technical users, including cloud computing concepts, CRM systems, the Salesforce platform, application architecture, security, business processes, data management, analytics, the development lifecycle, and additional Salesforce features. It outlines modules on the user interface, data model, business logic, application security, business processes for leads and cases, data import/export, reporting, sandboxes, and more advanced topics. The training aims to teach non-programmers about using and administering the Salesforce platform.
Planning Your Migration to the Lightning ExperienceShell Black
Learn how to migrate to the Salesforce Lighting UI in four steps. Shell Black in this presentation discusses how to make the business case to justify the costs to moving to the Lightning Experience (LEX) from Classic. In the four steps Shell covers how to assess the current state of your org, plan out the migration, manage your build sprints and UAT (User Acceptance Testing), and train your end users. He also covers the factors that drive the time needed to complete the project. As you will find, the biggest hurdle to migrating to Lightning is not a missing feature, but Admin knowledge. Click the link on Slide 2 to watch a video of this presentation!
Endless Use Cases with Salesforce Experience Cloud by Dar VeverkaAlesia Dvorkina
Salesforce Experience Cloud allows organizations to create digital experiences like portals, communities, and customer service sites. It leverages Salesforce data and features like cases, flows, Lightning web components, and more. Experience Cloud can be used for partner portals, volunteer portals, donor portals, client portals, commerce sites, and any other type of external engagement site. The presentation covered license types, templates, and themes in Experience Cloud; common components like records, cases, Chatter, files, and flows; designing experiences; and resources for learning more.
The document provides an agenda and overview for an introduction to Salesforce training session. It discusses topics like cloud computing models, the benefits of CRM systems, Salesforce editions and licenses, navigating the Salesforce user interface, and the various Salesforce clouds. It also defines key Salesforce concepts and terminology like instances, environments, objects, fields, and records. The training concludes with information on how to get started with the Trailhead learning platform and tips for continuing to learn Salesforce.
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
Salesforce provides you unprecedented visibility into client relationship to manage the different aspect of a business, including sales, marketing, and customer service activities. In this presentation, Saket Kumar of Valuebound has walked us through “An introduction to Salesforce”.
The various agendas covered are:
What is SalesForce?
History & Founder
What is Platform as a Service
What is Software as a Service
SalesForce Terminology
Different Platform of salesforce to create Applications
Core Services of SalesForce
SalesForce Database Terminology
Types of Relationship in SalesForce:
What is VisualForce?
When to use Apex?
----------------------------------------------------------
Get Socialistic
Our website: http://valuebound.com/
LinkedIn: http://bit.ly/2eKgdux
Facebook: https://www.facebook.com/valuebound/
Twitter: http://bit.ly/2gFPTi8
Nous voyons de nombreuses entreprises aujourd'hui ajoutant plusieurs Clouds Salesforce dans leur évolution digitale.
En tant que Consultant Salesforce (business ou technique), il n'est pas rare de voir une société utiliser Marketing Cloud dans le département Marketing, Commerce Cloud pour ses ventes en ligne, dans BU d'e-commerce, et dans leur SAV envisager d'ajouter Service Cloud.
Ce n'est qu'un exemple de 3 Clouds Salesforce, et il y a d'autres combinaisons de Clouds, mais voilà l'idée que dans l'écosystème Salesforce, nous sommes maintenant au défi d'aligner tout en une plate-forme numérique cross-Cloud qui est sou jacente de nouveaux parcours clients et employé.
Dans cette session, nous examinerons 2 cas d'intégration Cross-Cloud (B2C et B2B) et les meilleures pratiques sur la façon de les connecter en une seule vue Client.
Ce sont également des cas d'utilisation que Salesforce utilise dans une nouvelle génération de certifications à partir de janvier 2021 - Salesforce Solution Architect & Salesforce Enterprise Architect (ne pas confondre avec l'existante CTA - Cloud Technical Architect)
Flow is a powerful business automation tool that can manipulate data in Salesforce in a variety of ways. Such application can be created right from the org’s setup with just drag-drop/point-click. The ease of creating flows makes it the number one go-to tool when it comes to complex business requirements.
The document discusses Salesforce's no code data model, including the different types of objects like standard, custom, external, and big objects that make up the data model. It also covers the different field types, relationship types like master-detail and lookup relationships that can exist between objects, and how record types allow different views of the same data. The data model in Salesforce can be created and configured both declaratively through the user interface and programmatically using code.
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.
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
Salesforce Marketing Cloud Training | Salesforce Training For Beginners - Mar...Edureka!
This Edureka Salesforce Marketing Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with marketing cloud demo. This training video is ideal for beginners to learn Salesforce marketing cloud. You can also read the blog here: https://goo.gl/CS6aV4
This presentation discusses how to automate processes using Salesforce Flow (formerly known as Visual Workflow). The presentation covers what Flow is, why it is useful for automation, and common use cases for when to use Flow to automate processes. Several demo Flow solutions are shown that automate tasks like assigning a lead, creating a chatter post, gathering input using screens, and more. Resources for learning more about Flow are provided.
The document provides an overview of Salesforce's platform and how it enables companies to become customer-centric. It highlights key capabilities including connecting customers in new ways, running a business from mobile, building personalized journeys, and gaining insights from customer data. Case studies show how companies have driven improvements in metrics like revenue, customer satisfaction, and productivity by connecting employees, partners, and customers on the Salesforce platform.
Sales Cloud Lightning Migration Best Practices (May 12, 2017)Salesforce Partners
The document provides guidance on implementing Salesforce Lightning. It recommends assembling an adoption team, conducting discovery and evaluation activities to assess readiness, aligning on a rollout strategy, planning and launching the rollout in an iterative manner, and continuously optimizing usage. Key activities discussed include creating persona-based page layouts, transitioning from Visualforce to Lightning components, and establishing a change management plan to drive user adoption. Customer success stories are also referenced to demonstrate the benefits organizations have realized by switching to Lightning.
This document provides an overview of Field Service Lightning. It begins by defining field service and why it is important. It then discusses the core components of Salesforce Field Service Lightning including the data model, dispatch console, intelligent scheduling and optimization features, and the field service mobile app. Key capabilities like routing appointments, customizing views, accessing offline data, and collaborating with Chatter are highlighted. Trailhead links are provided at the end for learning more about field service basics and supercharging Field Service Lightning.
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
1) The document discusses Salesforce, which started as a CRM platform and now offers various cloud-based products and services.
2) It describes how HCL was facing challenges with its legacy customer management system and migrated to Salesforce to gain benefits like rapid deployment, standardized sales processes, and improved integration.
3) Key aspects of Salesforce covered include its multi-tenant architecture, metadata-driven development model, products like Sales Cloud, Service Cloud, and App Cloud, and how it helped HCL improve productivity and governance.
Earlier when you required a custom feature in your Salesforce installation to support your business process, the only available options were to create a brand new app and integrate it in your Salesforce or to use existing features in a creative way to achieve the same objective. However Salesforce evolved and we now have got Salesforce Visual Flow, also known as Salesforce Visual Workflow or simply Salesforce Flow.
Visual flow can be summed up as an app inside the Salesforce app. Analogically, what methods are to object oriented programming, visual flow is to Salesforce. To be more precise, a Flow is a wizard or a set of screens in sequential order which can be used to complete a business process. This business process can be anything like filling out a form, or working on a script, or even filling out a survey. The Flow has the ability to fetch, edit, and create all Salesforce information in an appealing, quick and smart manner.
Difference between Salesforce.com Flow and Workflow
Salesforce Flow or Visual Workflow is often confused with a feature named Workflow in Salesforce and that’s forgivable! They may be similar in certain fashion such as assisting in automating a business process, but in essence they both are different. Here is how:
- Visual Workflow is more of a front-end based tool. It is mainly used when you have to display or collect information through screens making it more visible to the users. Workflow on the other hand execute pre-defined rules behind the scenes. They are used to process information rather than collecting it.
- While Workflows are mainly triggered by events, Visual Workflows are triggered by user actions. However in Visual Workflows, you can also Autolaunch Flows i.e. start a Flow without user interaction. Since they are triggered without user interactions you cannot include steps, choices, screens or dynamic choices in your Autolaunch Flow.
- Flows can fetch, delete, update or even create records on multiple objects but Workflows are defined to affect only a single specified object. The exception to this is the case of Workflows having to update fields on specified object’s related master records.
How to create and trigger Flow?
Flows can be used to execute a business logic, interact with Salesforce Databases, call defined Apex classes and guide user through screens. There are three main aspects of a Flow creation process:
- Designing
- Management
- Flow Runtime
You can create Flows and open Cloud Flow Designer by going through the following steps
Name-> Setup-> App Setup-> Create-> Workflow & Approvals-> Flows-> New Flow.
Once you have defined your Flow you can easily add it to any Visualforce page or you can add your Flow’s URL link to your Salesforce installation’s homepage.
You can create your Flow triggers by going through the same above process and instead of clicking Flow, click Flow Trigger.
Salesforce Order Management Product Overview Deck.pdfSakthivel Madesh
Salesforce Order Management (OMS) provides capabilities for connecting the post-purchase customer experience across systems. It allows for unified customer records, seamless order orchestration, and flexible workflows. OMS integrates with Commerce Cloud, Service Cloud, and Marketing Cloud to personalize every touchpoint and deliver connected experiences from purchase to fulfillment to support.
As an Admin, everyday we get requests from users, executives, and stakeholders about what they want you to do to make their jobs easier using Salesforce. It is our job to dig deeper into their request and figure out if what they say they want is actually what the business needs to succeed.
Boston World Tour 2016 provided information about improving security in a Salesforce organization. The document discussed limiting login IP ranges, enabling two-factor authentication, controlling user access and permissions through profiles and roles, and the importance of user education on security best practices. Additional resources were also referenced to help administrators further strengthen their Salesforce security.
SAP Business One Basics Administration Refresher Training by AGSAGSanePLDTCompany
This webinar protocol document provides instructions for participants of an online webinar. It instructs participants to introduce themselves in the chat, keep their microphones muted, and direct any questions to the specified contacts. It also requests that participants keep comments in the chat positive. The document then lists topics to be covered in the webinar related to user and license administration in SAP Business One, including user and user groups, general authorizations, and alerts management. Contact information is provided for two SAP representatives conducting the webinar.
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
Salesforce provides you unprecedented visibility into client relationship to manage the different aspect of a business, including sales, marketing, and customer service activities. In this presentation, Saket Kumar of Valuebound has walked us through “An introduction to Salesforce”.
The various agendas covered are:
What is SalesForce?
History & Founder
What is Platform as a Service
What is Software as a Service
SalesForce Terminology
Different Platform of salesforce to create Applications
Core Services of SalesForce
SalesForce Database Terminology
Types of Relationship in SalesForce:
What is VisualForce?
When to use Apex?
----------------------------------------------------------
Get Socialistic
Our website: http://valuebound.com/
LinkedIn: http://bit.ly/2eKgdux
Facebook: https://www.facebook.com/valuebound/
Twitter: http://bit.ly/2gFPTi8
Nous voyons de nombreuses entreprises aujourd'hui ajoutant plusieurs Clouds Salesforce dans leur évolution digitale.
En tant que Consultant Salesforce (business ou technique), il n'est pas rare de voir une société utiliser Marketing Cloud dans le département Marketing, Commerce Cloud pour ses ventes en ligne, dans BU d'e-commerce, et dans leur SAV envisager d'ajouter Service Cloud.
Ce n'est qu'un exemple de 3 Clouds Salesforce, et il y a d'autres combinaisons de Clouds, mais voilà l'idée que dans l'écosystème Salesforce, nous sommes maintenant au défi d'aligner tout en une plate-forme numérique cross-Cloud qui est sou jacente de nouveaux parcours clients et employé.
Dans cette session, nous examinerons 2 cas d'intégration Cross-Cloud (B2C et B2B) et les meilleures pratiques sur la façon de les connecter en une seule vue Client.
Ce sont également des cas d'utilisation que Salesforce utilise dans une nouvelle génération de certifications à partir de janvier 2021 - Salesforce Solution Architect & Salesforce Enterprise Architect (ne pas confondre avec l'existante CTA - Cloud Technical Architect)
Flow is a powerful business automation tool that can manipulate data in Salesforce in a variety of ways. Such application can be created right from the org’s setup with just drag-drop/point-click. The ease of creating flows makes it the number one go-to tool when it comes to complex business requirements.
The document discusses Salesforce's no code data model, including the different types of objects like standard, custom, external, and big objects that make up the data model. It also covers the different field types, relationship types like master-detail and lookup relationships that can exist between objects, and how record types allow different views of the same data. The data model in Salesforce can be created and configured both declaratively through the user interface and programmatically using code.
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.
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
Salesforce Marketing Cloud Training | Salesforce Training For Beginners - Mar...Edureka!
This Edureka Salesforce Marketing Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with marketing cloud demo. This training video is ideal for beginners to learn Salesforce marketing cloud. You can also read the blog here: https://goo.gl/CS6aV4
This presentation discusses how to automate processes using Salesforce Flow (formerly known as Visual Workflow). The presentation covers what Flow is, why it is useful for automation, and common use cases for when to use Flow to automate processes. Several demo Flow solutions are shown that automate tasks like assigning a lead, creating a chatter post, gathering input using screens, and more. Resources for learning more about Flow are provided.
The document provides an overview of Salesforce's platform and how it enables companies to become customer-centric. It highlights key capabilities including connecting customers in new ways, running a business from mobile, building personalized journeys, and gaining insights from customer data. Case studies show how companies have driven improvements in metrics like revenue, customer satisfaction, and productivity by connecting employees, partners, and customers on the Salesforce platform.
Sales Cloud Lightning Migration Best Practices (May 12, 2017)Salesforce Partners
The document provides guidance on implementing Salesforce Lightning. It recommends assembling an adoption team, conducting discovery and evaluation activities to assess readiness, aligning on a rollout strategy, planning and launching the rollout in an iterative manner, and continuously optimizing usage. Key activities discussed include creating persona-based page layouts, transitioning from Visualforce to Lightning components, and establishing a change management plan to drive user adoption. Customer success stories are also referenced to demonstrate the benefits organizations have realized by switching to Lightning.
This document provides an overview of Field Service Lightning. It begins by defining field service and why it is important. It then discusses the core components of Salesforce Field Service Lightning including the data model, dispatch console, intelligent scheduling and optimization features, and the field service mobile app. Key capabilities like routing appointments, customizing views, accessing offline data, and collaborating with Chatter are highlighted. Trailhead links are provided at the end for learning more about field service basics and supercharging Field Service Lightning.
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
1) The document discusses Salesforce, which started as a CRM platform and now offers various cloud-based products and services.
2) It describes how HCL was facing challenges with its legacy customer management system and migrated to Salesforce to gain benefits like rapid deployment, standardized sales processes, and improved integration.
3) Key aspects of Salesforce covered include its multi-tenant architecture, metadata-driven development model, products like Sales Cloud, Service Cloud, and App Cloud, and how it helped HCL improve productivity and governance.
Earlier when you required a custom feature in your Salesforce installation to support your business process, the only available options were to create a brand new app and integrate it in your Salesforce or to use existing features in a creative way to achieve the same objective. However Salesforce evolved and we now have got Salesforce Visual Flow, also known as Salesforce Visual Workflow or simply Salesforce Flow.
Visual flow can be summed up as an app inside the Salesforce app. Analogically, what methods are to object oriented programming, visual flow is to Salesforce. To be more precise, a Flow is a wizard or a set of screens in sequential order which can be used to complete a business process. This business process can be anything like filling out a form, or working on a script, or even filling out a survey. The Flow has the ability to fetch, edit, and create all Salesforce information in an appealing, quick and smart manner.
Difference between Salesforce.com Flow and Workflow
Salesforce Flow or Visual Workflow is often confused with a feature named Workflow in Salesforce and that’s forgivable! They may be similar in certain fashion such as assisting in automating a business process, but in essence they both are different. Here is how:
- Visual Workflow is more of a front-end based tool. It is mainly used when you have to display or collect information through screens making it more visible to the users. Workflow on the other hand execute pre-defined rules behind the scenes. They are used to process information rather than collecting it.
- While Workflows are mainly triggered by events, Visual Workflows are triggered by user actions. However in Visual Workflows, you can also Autolaunch Flows i.e. start a Flow without user interaction. Since they are triggered without user interactions you cannot include steps, choices, screens or dynamic choices in your Autolaunch Flow.
- Flows can fetch, delete, update or even create records on multiple objects but Workflows are defined to affect only a single specified object. The exception to this is the case of Workflows having to update fields on specified object’s related master records.
How to create and trigger Flow?
Flows can be used to execute a business logic, interact with Salesforce Databases, call defined Apex classes and guide user through screens. There are three main aspects of a Flow creation process:
- Designing
- Management
- Flow Runtime
You can create Flows and open Cloud Flow Designer by going through the following steps
Name-> Setup-> App Setup-> Create-> Workflow & Approvals-> Flows-> New Flow.
Once you have defined your Flow you can easily add it to any Visualforce page or you can add your Flow’s URL link to your Salesforce installation’s homepage.
You can create your Flow triggers by going through the same above process and instead of clicking Flow, click Flow Trigger.
Salesforce Order Management Product Overview Deck.pdfSakthivel Madesh
Salesforce Order Management (OMS) provides capabilities for connecting the post-purchase customer experience across systems. It allows for unified customer records, seamless order orchestration, and flexible workflows. OMS integrates with Commerce Cloud, Service Cloud, and Marketing Cloud to personalize every touchpoint and deliver connected experiences from purchase to fulfillment to support.
As an Admin, everyday we get requests from users, executives, and stakeholders about what they want you to do to make their jobs easier using Salesforce. It is our job to dig deeper into their request and figure out if what they say they want is actually what the business needs to succeed.
Boston World Tour 2016 provided information about improving security in a Salesforce organization. The document discussed limiting login IP ranges, enabling two-factor authentication, controlling user access and permissions through profiles and roles, and the importance of user education on security best practices. Additional resources were also referenced to help administrators further strengthen their Salesforce security.
SAP Business One Basics Administration Refresher Training by AGSAGSanePLDTCompany
This webinar protocol document provides instructions for participants of an online webinar. It instructs participants to introduce themselves in the chat, keep their microphones muted, and direct any questions to the specified contacts. It also requests that participants keep comments in the chat positive. The document then lists topics to be covered in the webinar related to user and license administration in SAP Business One, including user and user groups, general authorizations, and alerts management. Contact information is provided for two SAP representatives conducting the webinar.
This document provides an overview of security and data access in Salesforce CRM, including how to restrict logins by hours, IP addresses, and profiles; set object, record, and field-level security; manage access with roles and permission sets; and handle exceptions. It discusses viewing and customizing field-level security for standard and custom objects.
This document outlines the procedures for new user addition, modification, and permission setup in the Gamut Farvision ERP system at Greenworld. It describes how to create new users from Active Directory, add users to groups, map users to business units in Farvision, and give users permissions to ERP modules and document types. The purpose is to manage user accounts and control access for the Gamut Farvision ERP solution at Greenworld.
Intro to Office 365 Security & Compliance CenterCraig Jahnke
This is a session I gave at SharePoint Saturday Atlanta --> The Office 365 Security & Compliance Center is your one-stop portal for protecting your data in Office 365. Microsoft has been adding many new features and services for those companies that have data protection or compliance needs, or want to audit user activity in their organization. Come to my session to learn how to get started with Security & Compliance Center, and find out you can better manage and secure you data.
Single Sign-On (SSO) allows users to log in to LinkedIn Recruiter and LTI using their organization's identity provider credentials instead of separate LinkedIn login credentials. The document provides a 5-step guide to activating SSO with Microsoft Azure Active Directory (AAD), including uploading identity provider and LinkedIn metadata between the systems, configuring user access within AAD, and activating SSO in LinkedIn Account Center. It also covers alternative manual configuration steps and considerations for session length, deactivating users, and limitations of SSO.
This document provides an overview of SAP security. It discusses key concepts like user master records, roles, profiles, and authorization objects which form the building blocks of SAP security. It also explains common terminologies and tools used in SAP security like user buffer, authorization errors, and security matrix. The document demonstrates how authorization checks work when executing a transaction in SAP and lists some standard SAP password controls. It introduces the Central User Administration feature and provides examples of common security tools in SAP.
Adm 201 study group session 1 user interface kathy covalisgroup
It sounds like Brian prefers the classic user interface. As the administrator, you can disable the new user interface theme so that Brian continues to see the classic interface he is used to.
Adm 201 study group session 1 user interface kathy covalisgroup
All of the options listed except for "Transfer all Open Opportunities" are setting options for the User Interface. The options control features like collapsible sections, quick create, sidebar components, and drag and drop scheduling. "Transfer all Open Opportunities" is not a user interface setting option.
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.
This document discusses low code best practices in Salesforce and summarizes different configuration options including custom permissions, custom settings, custom metadata, profiles, and permission sets. It provides examples of when to use each option and demonstrations of how to configure them. Specifically, it discusses using custom permissions to control access to specific functionality, custom settings to store configuration data that can vary by profile or user, and custom metadata to define templates and application settings that can be deployed between orgs.
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to Managing and deploying customizations; Configuring role-based security; Customizing entities, adding fields and relationships; Building forms for users to input and retrieve data; Presenting clear information in views and charts; Combining data sources on a dashboard; Going beyond role-based record-level security and assisting users through their business processes.
August 12: Sugar’s Security Model – Teams and Roles ticomixcrm
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JumpCloud provides steps for adding users from existing cloud directories, importing users from CSV files, binding users to the JumpCloud directory, creating user groups, and enrolling users in multi-factor authentication (MFA). Key steps include obtaining admin credentials for the existing cloud directory, creating a new directory integration in JumpCloud, importing the CSV using the Admin Portal or PowerShell module, binding users to link accounts, adding users to groups, and requiring MFA on individual user accounts.
Working with user accounts,modification,deletion and creating a group its policies and share and printer sharing over a network and windows server backup 2008
Business Processes in Dynamics 365 - OverviewHungPham381
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise boosts blood flow, releases endorphins, and promotes changes in the brain which help regulate emotions and stress levels.
Power BI provides self-service business intelligence and analytics capabilities powered by artificial intelligence. It unifies self-service and enterprise BI by bringing together data from various sources and allowing users at all levels of an organization to access and analyze information. Power BI also leverages Azure services for advanced analytics capabilities like big data processing, machine learning and artificial intelligence. This enables organizations to gain deeper insights from their data at scale.
Power BI is a business analytics tool that allows users to discover, analyze, and visualize data. It offers self-service BI capabilities using familiar Excel tools along with cloud-based sharing and collaboration features. Power BI allows users to connect to various data sources, transform the data using Power Query, build models with Power Pivot, create interactive visualizations in Power View, and publish reports and dashboards for sharing and exploration on mobile devices.
Microsoft Power BI is a cloud-based business analytics service. This document provides an overview of Power BI and its key capabilities. It discusses connecting to various data sources, creating reports and dashboards, exploring data using natural language queries, and sharing insights across an organization. The document also describes the Power BI online service experience and how to work with reports, dashboards, and other features in the browser or mobile apps.
Dynamics 365 Customer Service workspace in a dayHungPham381
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The document describes the integration between Dynamics 365 Sales and Dynamics Business Central. It outlines how customer, product, price, and order information flows between the two systems. Key entities like contacts, items, price lists, units of measure, and documents like opportunities, quotes, orders, and invoices are synchronized so the sales and business management functions are connected.
The document provides an agenda and overview of key topics for an admin workshop, including:
- The two main methods for loading data into Salesforce and their differences/supported objects.
- The three methods for backing up Salesforce data.
- Common scenarios for validation rules and the three main types of reports.
- Features of the Chatter collaboration application like feeds, groups, and security settings.
- Key aspects of Chatter posts, feeds, and groups.
- Using the AppExchange marketplace to find, evaluate, and install business apps and consulting services to extend Salesforce capabilities.
1. The document discusses various tools and considerations for managing data in Salesforce, including importing, exporting, backing up, and mass deleting records.
2. The key tools covered are the Data Import Wizard for importing up to 50,000 records, and Data Loader for importing up to 5 million records. Best practices for data imports include cleaning data, mapping fields correctly, and testing imports.
3. Options for backing up data are the weekly data export service, reports, and Data Loader exports. Mass deleting and transferring records can be done through the Mass Delete and Mass Transfer tools respectively.
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3. What can youremember?
DAY 1 Review
What is a Standard Object? Give an example.
What is a CustomObject?
What are the differencebetween Standard and Custom objects?
What are the components of an App?
What are the differences between Standard and Custom fields?
Whatdifferent Field types are there?
What happens if you delete a field?
What are the stages in creating a field?
What does the Page Layout editor allow you to do? What
properties can you add to fieldson a page layout?
4. What can youremember?
DAY 1 Review
What are the rules for Dependent Picklists?
Can a checkbox be a dependent field?
How do you link Objectstogether?
What capabilities does a Lookup relationship provide?
How many Lookup relationshipscan an object have?
What capabilities does a Master-Detail relationship provide? How
many Master-Detail relationshipscan an object have?
How do you design a Many-Many relationship?
How do you add a filter on a relationship?
5. User Setup
• Identify the steps to set up and/or maintain a user (eg assign licenses, reset passwords and
resolve locked useraccounts).
• Given a scenario, troubleshoot common user access and visibility issues.
7. Types of Licences
Every user must have a userlicense
Different user licenses allow differentlevels of
access
Salesforce
• Full access to standardCRM
• Force.com AppExchangeapps
• Standard or customapps
Salesforce Platform
• No access to CRMfunctionality
• Force.com AppExchangeapps
• Custom apps
Feature licenses can be purchasedfor
access to additionalfeatures
8. Creating and ManagingUsers
• Users are created with a username, email, role, license and profile
• Salesforce automatically creates a password and notifies newusers
• From the Manage Users | Users screen, administrators can:
• Create one or moreusers.
• Reset passwords for selected users.
• View a user's detail page by clicking the name,alias, or username
• Edit a user’sdetails
• You can Add Multiple Users (up to 10 at once)
9. Deactivating or FreezingUsers
• Users (eg employees who have left) cannot be deleted - instead they are deactivated
• Deactivated users can no longerlogin
• A deactivated user license isrecyclable
• Sometimes you cannot immediately deactivate an account (eg user is selected in a custom
hierarchy field) – instead if you wish to prohibit any actions you can freeze the user.
• Deactivated and frozen users lose access to any records that are manually shared with them,
or records that are shared with them as team members. However, you can still transfer this
data to other users and view the names on the users page.
10. What is aProfile?
Profiles control permissions, access to data and the user interface
NOTE: You can view the details of all the permissions and what they control in the Help & Training
section.
11. Profiles
A collection of settings (what user can see) and Permissions (what user can do)
Typically defined by a user's job function, eg System Admin, Sales Representative Can
beassigned to many users
Auser can be assigned only one profile
Profiles do not override Organization Sharing Model or Role Hierarchy
Control things suchas:
• Which standard and custom apps users can view?
• Which tabs users canview?
• Which record types are available to users?
• Which page layouts userssee?
• Object permissions that allow users to create, read, edit, and delete records
• Which fields within objects users can view and edit
• Admin Permissions that allow users to manage the system and apps within it
• Which Apex classes and Visualforce pages users can access
12. Standard Profiles
Every Org includes some pre-defined standard profiles
You cannot edit these – you must clone them first then customize
Anew profile uses the same license as the profile it was cloned from
Standard profiles include:
• SystemAdministrator
• Standard User
• Solution Manager
• Marketing User
• Contract Manager
• Chatter OnlyUser
• Read Only
13. User Management
Sample Questions
Whatare the ways to create a new user record? (2)
a. Using insert in DataLoader
b. Clone existing user record from the detail page
c. Add multiple users option at the users page
d. User Import Wizard
Answer: a, c
Which profiles are standard profiles? Select all that apply(2)
a. Sales user
b. Marketing user
c. Invoice manager
d. Contract manager
Answer: b, d
14. Viewing a User’s LoginHistory
The Login History related list on a user record displays when, where, and how a user attempts to login
Use the Status column to diagnose any login issues
If there is no entry here for a user’s login attempt, the user is probably using an incorrect
username
15. Dealing with an InvalidPassword
It is good practice to let users reset their passwords themselves by clicking the Forgot your
password? link on the loginpage
If they continue to experience issues, you can reset passwords manually
16. Confirming Security Settings
Password lockout occurs when you have a password policy to lock users out when they exceed
certain number of invalid login attempts
The lockout period can be temporary or require an admin reset. You
can unlock a user by clicking Unlock on the user record.
Your Name | Setup | Security Controls | Password Policies
17. How does LoginWork?
By default, Salesforce does not restrict the hours or the locations of user logins. When users log in for the first time:
▪ A cookie is placed in theirbrowser
▪ Their IP address is added to a trusted list
When users log in again, Salesforce uses this information to authenticate them:
User attemptslogin
through browser
Has user logged in from this
browser or IP address before?
User logsin
User mustactivate
computer
18. Activating an UnrecognizedComputer
The activation process authenticates the user, adds the cookie and adds the new IP address to the
trustedlist
User logs infrom
unrecognized
computer
User prompted to
activate computer
and clicks buttonto
email verification
code
User retrieves
verificationcode
from email
Usersubmits
verification
code
User logsin
19. Restricting Login Access by IP Address/Time
For added security you can restrict location and/or times for login access, eg restrict allowed range of
IP addresses to those inside corporate firewall
Can specify IP range for entire organization (under Network Access) or by profile Can
specify time by profile,eg
• Customer support reps only internally and between 9am-5pm, except at weekends
• Sales Reps could access from anywhere,anytime
20. Creating an Organization-Wide Trusted IP Address List
You can manually add trusted IP address ranges for your organization, which allow users to bypass
the activationprocess.
Users can still log in from addresses outside these ranges through the activation
process.
21. Restricting Login Hours and Login IP Ranges on Profiles
You can lock down access for particular groups of users by adding allowed hours and login ranges to
their profiles. Users outside these hours or ranges will have their login denied.
Your Name | Setup | Manage Users | Profiles | Name of Profile
22. How do Profile Login Hours and IP Ranges Work?
Profile login restrictions override any other form of authentication. If a user does not satisfy any hour
or IP range restrictions on his or her profile, the user will not be able to log in, regardless of any
personal or organization-wide trusted IP address lists.
User attemptslogin Is login duringprofile
login hours?
Is login from within
profile login IP ranges?
User logsin
Yes Yes
N
o
N
o
Login
denied
23. Troubleshoot LoginIssues
• Forgot your password? Retrieveit.
• Locked out? Wait until the lockout period expires and try again, or contact your Salesforce admin.
• Password expired? We prompt you to change your password.
• Accessing Salesforce from outside a trusted IP range, using a new browser or app? We
prompt you to verify youridentity.
• What does Use Custom Domain on the login page mean? If your Salesforce admin created a
custom domain for your org, click Use Custom Domain to provide the domain name and log in.
o A custom domain is in the formhttps://universalcontainers.my.salesforce.com, where
universalcontainers is a name provided by an admin
24. Troubleshoot LoginIssues
Continued
Reset Your Forgotten Password
If you forgot your password, you can easily reset it using the forgot password link on the login page. All you need is your
username.
Reset Your Security Token
When you access Salesforce from an IP address that’s outside your company’s trusted IP range using a desktop client or the
API, you need a security token to log in. A security token is a case-sensitive alphanumeric code that you append to your
password or enter in a separate field in a client application.
Update Your Token in Salesforce Outlook Edition
After you reset your security token in Salesforce, you can update your token in Salesforce Outlook.
Update Your Token in Connect Offline, Connect for Office, and DataLoader
After you received your new Salesforce security token, you can update your token in Connect Offline, Connect for Office,
and DataLoader.
Grant LoginAccess
If you need help resolving a problem, you can grant login access to your account to a Salesforce administrator or a support
representative.
25. Login Considerations
Auser successfully logs in at 3:00 pm. What happens at 3:31 pm, if the login hours for the
user’s profile are set from 7:30 am to 3:30pm?
a. User is automatically loggedout
b. User keeps working continuously without any issues
c. User is asked in a popup window if he would like to extend his session
d. User is logged out once he tries to do any DML operation (Save, Edit, etc.)
Answer: d
Administrators Can Log in as Any User feature
• With this feature enabled, System Administrators canlog in as any user in their organization without asking
internal end-users to grant loginaccess.
Grant Login Access (from PersonalSettings)
• By default, your company’s administrators can access your account without any action from you. If your
organization requires users to grant login access to administrators, you can grant access for a specified duration.
26. Hands-on Exercises – 20 MINUTES
User Management
https://trailhead.salesforce.com/modules/lex_implementation_user_setup_mgmt
• Add New Users
27. Security andAccess
• Explain the various organization security options (eg passwords, IP restrictions, identity
confirmation, network settings).
• Describe the features and capabilities of the Salesforce sharing model (eg record
ownership, organization-wide defaults, roles and the role hierarchy, manual sharing, sharing
rules and publicgroups).
• Given a scenario, apply the appropriate security controls (eg organization-wide defaults, roles
and the role hierarchy, manual sharing, sharing rules and public groups).
• Describe the various settings and permissions a profile controls (eg IP access, login hours,
record types, access to tabs, permissions, object permissions, field-level security).
• Given a scenario, determine the appropriate use of a custom profile.
28. Security and AccessOverview
• Organizational – who can access the org, where and when?
• Objects – what kinds of records can they see?
• Fields – which parts of those kinds of records can they see?
• Records – which actual data is visible to them?
o Organization Wide Defaults(OWD)
o Role Hierarchies
o Sharing Rules
o Manual Sharing
29. Organization Security
• Secure access to your organization data by:
o Managing authorized users
o Setting password policies
o Limiting when and from where users can log in
• Ensure that only employees who meet certain criteria can log in to the organization, reducing
the risk of users from outside your company gaining access to data.
30. Setting Password Policies
• User password expiration
• Password length
• Password complexity
• Maximum invalid loginattempts
31. Restricting Login Access by IP Address/Time
• For added security you can restrict location and/or times for login access
• Eg restrict allowed range of IP addresses to those inside corporate firewall
• Can specify IP range for entire organization (under Network Access) or by profile
• Can specify time by profile,eg
o Customer support reps only internally and between 9am-5pm, except at weekends
o Sales Reps could access from anywhere, anytime
32. Organizational Security
Sample Question
Which feature does Salesforce provide for restricting login access to the application?(3)
a. Profile-based IP restrictions
b. Organization-wide IP restrictions
c. Profile-based login hourrestrictions
d. Organization-wide login hourrestrictions
Answer: a, b,c
33. Object Permissions
• Specify base-level users have to Create Read Edit or Delete (CRED) object records
• Managed via Profiles andPermission sets
• Object permissions either respect or override sharing rules
34. What are PermissionSets?
Additional Profile Permissions assigned to specific users
Collection of settings and permissions
Represent a concept, like a user’s job title
Handle the system requirementsthat
previously existed on profiles
35. What are PermissionSets?
Additional Profile Permissions assigned to specific users
Users have only one profile but can have multiple permission sets Use
profiles to assign most restrictive permissions and access settings Use
Permission Sets to grant additional permissions individually
36. What are PermissionSets?
UsePermission Sets to grant permissions for:
• Applications
• Objects
• Tabs
• Fields
• Record Types
• Apex Classes
• Service Provider
• Visualforce Pages
40. What is Field LevelSecurity?
Determines access to edit or read individual fields by profile
Restricts access to fields within a profile
Overrides less-restrictive page layoutsettings
Can make a field read-only or totally hidden
41. Record Ownership
By default an owner of a record can Read, Edit, Delete or change Ownership of the record Child
Records inherit ownership from the parent
Users or Queues can be the owner of records
If the read permission for the object is revoked from the users profile, the user will not be able to
see their own record
Queue ownership allows multiple users to own a record The
Profile determines the objects level access
Sharing controls recordaccess
OWDs control visibility/rights to records the user does not own
42. What areQueues?
Queuesare virtual storage bins used to
group records based oncriteria
Every queue memberhas visibility into all
leads within thatqueue
Queues can be found in the List Views for the
object
All Custom Objects can haveQueues
Only Leads and Cases (StandardObjects)
have queues
43. What are Organizational WideDefaults?
Determine the baseline visibility of each record in an object
44. Organization Wide Defaults
• Administrator defines default sharing model usingOWD
• Specify the default access level of access to records (records you don’t own)
o Private
o This setting for a given object allows users to access only the data they own. No one will be able to view
records owned byothers.
o Public Read only
o This setting allows users to see, but not change, records in their organization, regardless of who
owns those items. Items can also be added by anyone onto related lists with this permission level.
(Providing objects have a Lookuprelationship)
o Public Read/Write
o This setting allows all users the ability to view and edit records owned by others. But ownership itself
cannot be changed except by the owner.
o Public Read/Write/Transfer
o This setting on an object allows all users the ability to view, edit, and even change ownership of records
owned byother
• Can't change the organization-wide sharing default setting for some objects
o Solutions are always PublicRead/Write
o Service Contracts are alwaysPrivate
46. What are Roles and Role Hierarchy?
First step in relaxing the security constraints as defined by the OWD
What isa Role?
• Controls the level of visibility that users have to an
organization’s data
• Auser may be associated to one role
What isa RoleHierarchy?
• Controls data visibility
• Controls record roll up, forecasting andreporting
• Users inherit the record ownership ability of data
owned by or shared with users below them in the
hierarchy
• Not necessarily the company’s organizationchart
47. Custom Objects and the Role Hierarchy
Need to check “Grant Access Using Hierarchies” box
48. What is a PublicGroup?
Away to group users together who may not have any connection
Acombination of any of the following:
• Users
• Other Public Groups(nesting)
• Roles
• Roles and Subordinates
Used in Sharing Rules —for simplification (when more than a few roles need to be shared to) Also
used when defining access to Folders and List Views
Public group membership is automatically updated if the membership of a nested role and/or
other public groupchanges
• Eg if a new user is assigned a role that belongs to an existing public group, that user will be automatically added to the public
group
49. Role Hierarchy still NOT givingaccess
Role Hierarchy works fine
for downward visibility –
what about across the
organization?
50. Role Hierarchies
Sample Question
Choose the correct statements about Roles and Role Hierarchies(2)
a. Every user must be assigned to a role or their data will not display in opportunity reports, forecast roll-ups, and other
displays based onroles
b. It is always necessary to create individual roles for each title at your company, rather than define a hierarchy
of roles to control access of information entered by users in lower level roles.
c. When an account owner is not assigned a role, the sharing access for related contacts is read/write, provided
the organization-wide default for contacts is not controlled by parent.
d. To simplify user management in organizations with large numbers of users, you can enable delegated administrators.
Delegated administrators are automatically assigned a cloned system administrator profile giving them virtually all
privileges of a system administrator over the entire organization.
Answer: a, c
52. Sharing Rules
The 4 Rules
1. WHICH object to beshared
2. WHO owns the object or WHAT selection criteria
3. WHOwants to share the object
4. WHAT access mode
Choose from:
• Role
• Role &Subordinate
• Group
• Global Public Group – All Internal Users
53. Criteria Based SharingRules
Used when records are not owned by roles, roles and subordinates or public groups
Determine which records to share based on field values in records
Are ideal for companies with complex sharing requirement
54. What is ManualSharing?
Is used to grant access on a one-off
basis
Can be grantedby:
• The owner of arecord
• Users in roles above a user with full
access in the RoleHierarchy
• System Administrators or userswith
the “Modify All Data”permission
• Users with the “Modify AllData”
permission for theobject
55. Sharing Review
This is the order the system will follow to see if a user can view a record
56. The BigPicture
Profiles and Security Modelcombined
Record access is controlledby:
• Organization-Wide Defaults(OWD)
• Roles
• Role Hierarchy
• Public Groups
• Sharing Rules
• Manual Sharing
• Apex Sharing
57. Verify that the user has permissions to access to the object. à PROFILE
Identify the user's role who can't see the record and note it. Identify the owner's role of the record and note it. Review the role hierarchy and
verify these two roles are in two different branches (they should be). à ROLE/ROLE HIERARCHY
Now you need to review the sharing rules for the object and make sure there is no rule that will grant the user access. This can also cause you to
look in public groups as well. Maybe the user just got left out of a group where there is a sharing rule, or does it make sense to create a new
sharing rule to grant the user access? à SHARING RULE, PUBLIC GROUP
If you are using teams, should this user be on the team for that record? How are teams maintained and how did the miss occur? à
TEAMS*
If manual sharing is used, the user may have lost access because the record owner changed. Manual shares are dropped when ownership
changes. The manual share could also have been removed using the Share button. à MANUAL SHARING
If you are using territory management, is the user missing from one of the territories? Where is the membership of territories maintained and how
did the miss occur? Or, maybe the record did not get stamped with the territory where the user is a member. à TERRITORY MANAGEMENT*
If you are creating programmatic shares and there are criteria for creating the share in code, review the code to understand why this user was
omitted. à PROGRAMMATIC (APEX) SHARING
Troubleshooting Flow
Sharing Architecture
58. Security
Sample Questions
If the Organizational Wide Default default ispublic read/write for an object, what feature in Salesforce is needed
to restrict access to thatobject?
a. Profiles
b. Role Hierarchies
c. Record Types
d. Page Layouts
Answer: a
What are considerations when using SharingRules?
a. You can use sharing rules to grant wider access to data. You cannot restrict access below your organization- wide
default levels.
b. Sharing rules apply to all new records that meet the definition of the source data set They will also apply to existing
records upon modification
c. Sharing rules apply to both active and inactive users
d. Whenchanging access levels for a sharing rule, all existing records are automatically updated to reflect the new
access levels if the new access level is stricter than the old
Answer: a, c
59. Hands-on Exercises – 1 HOUR 50 MINUTES
Data Security
https://trailhead.salesforce.com/modules/data_security
• Overview of Data Security
• Control Access to theOrganization
• Control Access to Objects
• Control Access to Fields
• Control Access to Records
• Create a RoleHierarchy
• Define Sharing Rules
60. Workflow Automation
• Describe when workflow areevaluated.
• Describe the capabilities of workflow rules and actions.
• Given a scenario, identify the appropriate workflow solution.
• Describe capabilities and use cases for the approval process.
62. What isWorkflow?
Workflow is a feature that allows the automation of business processes A
Workflow Rule:
• Triggersan action when a record meets the criteria for a rule
• Can trigger actions that either occur immediately or can be time-dependent
• Needs good namingconvention
• Is evaluated only for records created or edited after the rule has been created. It does not retro act
on existingrecords
65. Outbound Messages
Messages sent to another system or service
Designate an endpoint at the receiving end
Is a secure configurableAPI message in XML format
Some use cases for OutboundMessages:
• After an expense report has been approved, send a message to a
payment system for initiatingreimbursement
• When a request for Paid Time Off has been approved, send a
message to a payroll system to track the hours taken
• After a job application has been approved, send a message to an HR
system to keep the HR system in sync with activities in Salesforce
66. Time-Dependent Workflow
Workflow Actions canbe:
• Immediate
• Time-Dependent
Time-Dependent Actions
Have a timetrigger
The action is queued to fire as soon as the
workflow criteria is met; however, the action will
not occur until it meets the time trigger
67. Time Dependent WorkflowConsiderations
• You cannot use time-dependentworkflow
when a rule is set for the Every time a
record is created or updated
evaluation
• When a new workflow rule is created, it
does not affect existing records
• You can monitor and remove pending
actions by viewing thetime-dependent
workflow queue
• If a record that has an action pending
against it in the time-based workflow queue
is modified so that the record no longer
meets the criteria, the action will be
removed from thequeue.
• If the record still meets the criteria, but the
timing changes, the action will be
updated in thequeue.
68. Task(s)
Field Update(s)
Email Alert(s)
Trigger
(Criteria)
Time Trigger
eg 1 Day
Time Trigger
eg 2 Days
Task(s)
Field Update(s)
Email Alert(s)
Task(s)
Field Update(s)
Email Alert(s)
Workflow
Actions
Outbound Message(s)
Immediate
Outbound Message(s) Outbound Message(s)
Time-Dependent
40 Time-Dependent Actions per TimeTrigger
10 Time Triggers per Workflow Rule
50 Active Workflow
Rules per Object
(incl all types)
Maximum 10 of eachtype
40 Immediate Actions
per Workflow Rule
Workflow Limits
Workflow Limits
69. Workflow
Sample Question
The VP of Sales wants to automatically add the account name to the opportunity name once a record is saved.
How can this be done?
a. Use an ApexTrigger
b. Enforce an opportunity naming guideline for Sales Reps
c. Create a Workflow Rule with an immediate workflow trigger to update the opportunity name field using
concatenate
d. Use validation to update thefield
Answer: c
Alead needs to be assigned automatically to a rep after 10 days and there isno action, the deal status should be set
to Stalled after it has been approved by a Manager. Which automation processes can a system administrator use?
a. Assignment rule
b. Assignment rule, Approval Process, WorkflowRule
c. Assignment Rule, WorkflowRule
d. Assignment Rule, Auto-Response Rule, WorkflowRule
Answer: b
71. What is an ApprovalProcess?
An Approval Process automatically routes records for approval (or not)
Contains one or more steps and is logically split into 6 steps
Can have either a single step process (Jump Start) or use a wizard for multi step through various
individuals
Arecord needs to be submitted for approval
73. Skipping Steps in ApprovalProcesses
Skipping steps allows developers to skip steps withinan
Approval Process based onspecific criteria
Skip step is a step that has criteria defined to determine
whether or not approvalis required
Considerations:
• The “go to next step” option is only available when editing a step that
already has an ensuingstep
• If the “go to next step” option is selected in a step and then
subsequently all ensuing steps are deleted, Salesforce changes the step
to automatically reject the record, if the step criteria are not met
• If the “go to next step” option is selected in the first step and the record
does not meet the criteria for any of the steps in the approval process, the
record isrejected
75. Used to route approval requests to users listed in lookup fields on the record requiring approval
Whatis a Dynamic Approval Process?
Route records based on complex approval matrices
77. Summary of ApprovalProcesses
An Approval Process…
Is a single or multi-step process, which requires user approval to move to the next step Can be
split into six(6)steps:
• Process definition
• Initial submissionactions
• Decision criteria and approvalassignment
• Final rejectionactions
• Final approvalactions
• Recall actions
Is used to skip steps, create parallel approval process and create dynamic approval processes
78. Email Templates
Email templates ensure that company branding is consistent and saves users time. Several sample
email templates are included in the app. Email templates can be set up for:
• Web-to-Lead
• Web-to-Case
• Email-to-Case
• Assignment Rules
• Escalation Rules
• Auto-Response Rules
• Workflow Rules
• Approval Processes
Your name | Setup | Communication Templates | Email Templates
79. Hands-on Exercise - 20MINUTES
Approval Process
https://trailhead.salesforce.com/modules/business_process_automation/units/approvals
• What is an ApprovalProcess?
• Create an Approval Process
• Things to Consider
80. Lightning Process Builder
Workflow tool with a visual interface
Lightning Process Builder allows youto:
• Create processes that execute actionswhen
certain conditions aremet
• Add multiple groups of criteria and associate
actions with eachcriterion
• Create immediate and scheduledactions
• Use versioning to easily track and maintain
processes
82. Considerations forProcesses
General
• Processes do not support Outbound
Messages, but the CallApex action can be
used to provide similarfunctionality
• Actions are executed in the order in
which they appear in the process
• Criteria nodes and actions canbe
reordered in aprocess
Scheduled Actions
• Multiple scheduled action groupsare
supported for each criterianode
• Scheduled actions cannot be used in
processes that evaluate Every time a
record is created or edited
• The Paused and Waiting Interviews list
display all pending scheduledactions
• If Salesforce executes the scheduled
actions of an inactive user who started the
process, then those actions fail to
execute
83. Visual Workflow Overview
A flow is an application that can
execute logic, interact with the
Salesforce database, call Apex
classes, and collect data from users.
You can build flows by using the
Cloud FlowDesigner.
91. Hands-on Exercise - 10MINUTES
Which Tool ToUse?
https://trailhead.salesforce.com/modules/business_process_automation/units/process_whichtool
Salesforce Process Automation Suite Comparison
of Automation Tools and Features
• Workflow
• Approval
• Process Builder
• Visual Workflow