Many of us eagerly waiting to see some idea's in to product feature's in Salesforce. Now LOOKUP is available for Opportunity Product. Yes, Spring 21 release you can create a Opportunity Product lookup relationship with other objects. For example, Track your opportunity product with custom delivery object.
Category: Adminstrator
LIGHTNING WEB COMPONENT
What is LWC? Lightning Web Components is the Salesforce implementation of that new breed of lightweight frameworks built on web standards. It leverages custom elements, templates, shadow DOM, decorators, modules, and other new language constructs available in ECMAScript 7 and beyond. How it Works? Lightning Web Components provides a layer of specialized Salesforce services on… Continue reading LIGHTNING WEB COMPONENT
OBJECTS IN SALESFORCE
what is objects: Object are database table that us store data specific org in salesforce. and is a container for all the information on a certain person,place or things. we want to store data. They are Two type of objects in Salesforce 1. standard objects … Continue reading OBJECTS IN SALESFORCE
How to delete Report or Dashboard from Private or Personal folder in salesforce?
Now Administrators can delete a private or a personal folder reports or Dashboard in either Workbench or Data Loader. Before administrators delete private reports and folders 1. Follow the steps in Turn On Enhanced Sharing for Reports and Dashboards. 2. Export Report IDs to a CSV file which contains only the IDs of Reports to be deleted. 3.… Continue reading How to delete Report or Dashboard from Private or Personal folder in salesforce?
Enable List Custom Settings in Org after Spring 18
From Salesforce Spring 18 release - list custom settings option is grayed out. The list type provides a reusable set of static data that you can access across your org so salesforce forcing you to use Custom Metadata Types. But most of the company is using list custom settings like custom object to configure static… Continue reading Enable List Custom Settings in Org after Spring 18
Hide “Switch to Salesforce Classic” from Lightning UI
Admin have ability to stop salesforce user to switch back to "Classic" view using Profile and Permission Set.
Use Salesforce Custom Permission. Don’t use Profile/User id to skip validation rule.
Use salesforce custom permission to user to access custom process or apps. Many use case - validation rule should not executed for admin profile or specific user. Right now admin/developer hard coding profile/user ID or Name in the validation rule to skip. See below Skipping based on Profile Name AND ( ISCHANGED( OwnerId ), $Profile.Name… Continue reading Use Salesforce Custom Permission. Don’t use Profile/User id to skip validation rule.
Record Level Access Security Control Principles in Salesforce
The visibility and access for any type of data is determined by the interaction of the above security controls, based on these key principles. A user’s baseline permissions on any object are determined by their profile. If the user has any permission sets assigned, these also set the baseline permissions in conjunction with the profile.… Continue reading Record Level Access Security Control Principles in Salesforce
