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 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 »
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 »
Salesforce DML limitation As you are working on a Cloud solution, with an infrastructure shared with other clients, Salesforce enforces many technical limitations called Governor Limits. This way they can better manage equity between clients and also ensure a client running a heavy process will not impact the other clients – at least for a …
Salesforce Workflow Field Updates don’t consume DML limit Read More »