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 »
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 »
In which context could you want to lock your Salesforce Org? As part of maintenance operations or release deployments, you could require to prevent all users – or a subset of users – connecting to a Salesforce organization, for a limited period of time. While you could try to find the OFF button in the …
What is an API user – or integration user? An API user is also sometimes called an integration user. This is a technical user created and shared with an external application in order to grant access to Salesforces APIs and to a specific set of ressources (objects, fields, CRUD permissions…). Having a dedicated user for …
How to setup your Salesforce API user for a scalable design Read More »