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 »