Approval processes – Automation Tools-4
The second is approval steps, i.e., actions that will be taken after each approval. In the case of several approvers, this is very useful information. If you click on Show Actions at the first default…
Approval processes – Automation Tools-3
You will see a small checkbox with a quite extensive Description, which reads Add the Submit for Approval button and Approval History related list to all opportunity page layouts. This option allows the addition of…
Approval processes – Automation Tools-2
As a sales department manager, you have already contacted your system administrator, and with their help, you have created three approval processes: I think the next step in our IT journey will be to show…
Approval processes – Automation Tools-1
In the previous chapter, we delved into the intricacies of user management. I hope that this will help you manage your users. This chapter is where the fun starts, as it will introduce you to…
Summary – User Management and Security
In this chapter, users delved into pivotal elements of Salesforce security and access control. The exploration began with an in-depth look at sharing settings, shedding light on the crucial role played by organization-wide defaults and…
Login policies and MFA – User Management and Security
In the previous section, we discovered how to secure the data internally so that the proper user who has already access to your org could see the proper data and not more than they should.…
Field-level security – User Management and Security
Field-level security is a straightforward concept that enhances security beyond object and record access. Put simply, it regulates field visibility for users. By employing field-level security, you can dictate whether users with particular Salesforce profiles…
Sharing rules – User Management and Security
Okay – but what if the OWD settings and Role hierarchy are not enough and you would like to give some users more rights toward some object’s records? You can of course modify the OWD…
Sharing settings and organization-wide defaults – User Management and Security
In the previous section of this chapter, we learned how Salesforce profiles, roles, and permission sets can influence Salesforce security related to Salesforce objects and their features. In this section, we will learn about security…
TIP – User Management and Security-2
With permission sets, you grant individual access without globally changing profiles. Now that you know what these individual accesses are, you will learn how to create such a setting: If you want a completely fresh…