I have created this blog to share with the Salesforce Ohana my experience. I strive to put into perspective Salesforce features and propose solutions to given use cases that enforce scalability, maintenability as well as security to get the best from Salesforce. Please comment the articles, challenge the solutions, and suggest new posts!
Use Cases Dynamic Apex is a powerful feature of the Salesforce platform that allows developers to write Apex code that can be executed at runtime. This means that the code can adapt to the current context and data, making it more flexible and efficient. In this blog post, we will take a closer look at …
What is Event Monitoring Event Monitoring is a module part of the Salesforce Shield suite, along with Encryption and Extended Audit Trail capabilities. Event Monitoring provides access to technical servers logs that Salesforce group by event types, such as ApexExecution, ApexTrigger, RestAPI, ReportExecution…. The list of supported event type is listed here. Retention period of …
What is a Custom Permission A custom permission is a specific attribute added to a Permission Set. This attribute allows you to apply a specific logic to any user being assigned this permission set. For instance, let’s assume you have some data migration activities planned soon in your project and you want a configurable way …
What is a Role Hierarchy Role hierarchy in Salesforce is used to drive vertical sharing. Let’s say you have just implemented a solution used by a group of people and their manager. In order for the manager to inherit record visibility of its team, a 2 level role hierarchy has been setup. Now that record …
How to report on My Team’s data using Role Hierarchy Read More »
Check if Tableau CRM (Einstein Analytics) is already activated Even if Einstein Analytics licenses or Tableau CRM licenses are available on your org, the module itself might not be activated yet. In order to activate it, navigate to the Setup and look for Getting Started under Analytics menu. If not activated, you will see an …
How to activate Einstein Analytics NKA Tableau CRM Read More »
Leverage Python open source libraries to monitor Salesforce Platform Events If you already have experienced Salesforce Platform Event feature, you have probably been looking here and there for some sort of tool to help you catching your Platform Event, and displaying the payload in real time. This is useful especially for troubleshooting, to help identifying …
Listen to your Salesforce Platform Event using Python Read More »
Use Case: You need to access data hosted on another Salesforce Org from your own Salesforce Org, to perform any type of operations It often happens that you have available in another sandbox some data which you’d like to fetch, manipulate and get loaded into another Salesforce org in the blink of an eye, by …
Connect two Salesforce Orgs using OAuth2 authentication Read More »
Use Case: You have created an API user and a Connected App and you want to validate the connectivity before sending the credentials to the tierce application Before diving into the details, let’s recap and remind the basics around integrations.Integrating your Salesforce application to an external application is always an additional risk for the security …
How does your Contact Internal OWD look like By default the internal Organization Wide Defaults for the Contact object is set to Controlled by Parent. This means that the visibility of Contact records is driven by the visibility of their associated Account. With this setup Salesforce will only allow you to create sharing rules on …
Contacts not associated to an Account remain private Read More »