Skip to main content

#Awesome Salesforce Admin토론 중인 항목 0개

Happy New Year to all the trailblazers. The Salesforce Admin Group, Porto, Portugal, is back as promised.

 

A new event is coming.

 

The host will be Natixis at Porto. They will be hosting the in-person event on 26th January at 5.30 p.m. Western European Time.

 

Our speaker will be Sara Hernández. Sara is Salesforce MVP, 5X Salesforce Certified, Founder of WomenForceIT, and author of Podcast Crónicas de Salesforce. Sara will present an amazing and crucial theme: "the importance of Salesforce security for our customers.”

This session is open to all trailblazers based in Portugal or just passing through.

Save the date and RSVP for the session to receive your tickets.

RSVP for your ticket here: https://trailblazercommunitygroups.com/events/details/salesforce-salesforce-admin-group-porto-portugal-presents-we-are-hosting-sara-hernandez-founder-womenforceit-and-salesforce-mvp/

 

#Trailblazers #TrailblazerCommunity #Awesome Salesforce Admin

0/9000

I have a customer on an ERP app 

 

Customer is wanting to: This is related to sales orders and associated financial documents

The company hierarchy – A manager will lead x# of salesclerks.

Managers see everything in their clerk’s process. The clerks only see the documents they own.  Ken and Frank have the same leader who sees all of our documents however we cannot see each other’s documents

 

Salesclerk sees only the documents they create and those that contain financial information (sales Price)

 

In our app we do not use Roles - sigh!

#Permissionset #Security #Record Sharing #Awesome Salesforce Admin

답변 5개
  1. 2022년 12월 23일 오후 5:10

    Hi @Ken Wilson,

     

    Given the constraint of no Roles (which solves most -- but not all, of the requirements), I would create a many to many object to match managers to clerks as a start, then get fancy with Sharing Rules (good article on that at https://www.salesforceben.com/tips-for-planning-and-creating-salesforce-sharing-rules/). It will likely be a non-trivial task to get the rules just right.

     

    That said, I would question why the restriction on using Roles. Are they being used for some other organization management? 

     

    HTH

    Regards,

    Scott S Nelson

    https://theitsolutionist.com/salesforce/

    https://www.linkedin.com/in/theitsolutionist/

0/9000

ON a custom object I have 2 record types and 2 associated page layouts, let's call them Main and Mini (which shows an abbreviated list of fields). When I switch record types from Main to Mini, I still see Main. If I click on "Printable View" it does show the Mini page layout. Why can I not see the Mini view itself? #Awesome Salesforce Admin

답변 8개
  1. 2022년 11월 28일 오후 10:51

    Checked them, fine. Not sure why it matters but yes we have upgraded to dynamic forms.

0/9000
0/9000
0/9000