Visali Reddy
MemberForum Replies Created
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Hi,
Sharing rules are written to give edit access (public read and write) or public read-only access to certain individuals in Salesforce Org. A classic example is when:- only your managers or superiors need to be given extra credentials to your records in objects as compared to your peers.
By default, all users in your organization will have organization-wide-default sharing settings of either Public Read Only or Private.
To give access to more records, which users do not own, we write sharing rules.
Example: Sharing rules are used to extend sharing access to users in public groups or roles. Hence, sharing rules are not as strict as organization-wide default settings. They allow greater access for those users. -
Visali
MemberApril 21, 2020 at 1:49 PM in reply to: What is 'ApexPages.StandardSetController' in Salesforce?Hi,
ApexPages.StandardSetController (documentation) contains a list of records (one or more), and has additional functions to facilitate pagination (moving between pages) and updating a number of records at once.
List<account> accountList = [SELECT Name FROM Account LIMIT 20];
ApexPages.StandardSetController ssc = new ApexPages.StandardSetController(accountList);
Thanks,
Visali. -
Hi Aditya,
Bucket field in Salesforce Reports is an incredible powerful functionality used to quickly categorize values for a field in a report without the need to have a custom formula field at the object level. When you create a bucket field in Salesforce, you define multiple categories into groups depending on the record values, this bucket field will not affect other Salesforce reports. Bucket fields in Salesforce are available in Tabular reports, Summary Reports and Matrix reports. Joined Reports does not support Bucket fields.
Salesforce Reports are used to generated data and display the data in the form of Rows and Columns with rule criteria. Every reports in Salesforce is stored in Folders. We can set folder to hidden, Shared, read-only or read/write. If we need to categorize multiple number of values of a field into one category, then we go for Bucket fields in Salesforce.
Thanks,
Visali. -
Hi Anjali,
Cross-object formulas:
Cross-object formulas are formulas that span two related objects and reference merge fields on those objects. Cross-object formulas can reference merge fields from a master (“parent”) object if an object is on the detail side of a master-detail relationship. Cross-object formulas also work with lookup relationships.You can reference fields from objects that are up to 10 relationships away. Cross-object formulas are available anywhere formulas are used except when creating default values
NOTE:- If you create a formula that references a field on another object and display that formula in your page layout, users can see the field on the object even if they don’t have access to that object record. For example, if you create a formula field on the Case object that references an account field, and display that formula field in the case page layout, users can see this field even if they don’t have access to the account record.
Cross-Object Field Updates:
For all custom objects and some standard objects, you can create workflow and approval actions where a change to a detail record updates a field on the related master record. Cross-object field updates work for custom-to-custom master-detail relationships, custom-to-standard master-detail relationships, and a few standard-to-standard master-detail relationships.
Please let us know if this will help you.
Thanks,
Visali. -
Visali
MemberApril 21, 2020 at 12:51 PM in reply to: How to disable Salesforce Authenticator for a user in Salesforce?Hi,
1) setup > Quick Find Box > Users > select Users
2) Click the user’s name.
3) On the user’s detail page, click Disconnect next to the App Registration: Salesforce Authenticator field.
https://help.salesforce.com/articleView?id=disconnect_salesforce_authenticator_v2_or_later.htm&type=5 -
Hi,
--> Tableau Software - interactive data visualization software company.
--> Pardot - software as a service (SaaS) marketing automation platform.
--> Heroku - cloud platform as a service supporting several programming languages.
--> MuleSoft - provides integration software for connecting applications, data and devices.
--> Datorama Inc. - an end to end marketing integration platform that allows marketers to unify all their data, KPIs and stakeholders across teams, channels, platforms etc, so as to identify a single unified source of truth.
--> SalesforceIQ - out-of-the-box CRM for small businesses that you can set up in minutes. It removes the need for manual data entry so sales teams can focus on closing deals, not entering data.
Let me know if this helpful or not -
Visali
MemberApril 21, 2020 at 12:28 PM in reply to: What is case object in Salesforce in salesforce ?Hi,
A case is a customer’s question, feedback, or issue. Support agents can review cases to see how they can deliver better service. Sales reps can use cases to see how they affect the sales process. Responding to cases keeps your customers happy and enhances your brand.
Communication channels gather cases from customers’ preferred forms of contact. Channels include Communities for online forums, Email-to-Case for emails, Web-to-Case for websites, Salesforce Call Center for phone calls, and more.
On the Cases home page, you can create, locate, and edit cases and also sort and filter cases and queues using standard and custom list views.