Salesforce Sharing and Visibility Designer Series Part 10

This entry is part 10 of 17 in the series Sharing and Visibility Designer Study Guide

Salesforce Group Membership Sharing Salesforce Group Membership Architecture The Salesforce group membership architecture consists of a few objects that store groups’ names and types, in addition to their members. Each object in Salesforce that has its organization-wide default setting configured as Public Read Only or Private will also have an associated share object. Salesforce uses […]

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Salesforce Sharing and Visibility Designer Series Part 8

This entry is part 8 of 17 in the series Sharing and Visibility Designer Study Guide

Methods to validate Sharing and Visibility : From System Admin perspective: We can Add “Sharing” button on Record/Object’s Pagelayout. We will be able to see Type of USER/GROUP who are having access to record along with reason of the sharing. On Click on “EXPAND LIST”, We will be able to see all the users who […]

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Salesforce Sharing and Visibility Designer Series Part 7

This entry is part 7 of 17 in the series Sharing and Visibility Designer Study Guide

MANAGING PARTNER USERS 1.Partner Portal Role Hierarchy: A portal user role hierarchy is created for an account and its contacts when you enable the first partner portal user on that account. The account is added to the role hierarchy beneath the user that owns the account. Whenever you enable a contact as a partner portal […]

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Salesforce Sharing and Visibility Designer Series Part 11

This entry is part 11 of 17 in the series Sharing and Visibility Designer Study Guide

Tools for Large-Scale Realignments: Parallel Sharing Rule Recalculation: When you create, update, or delete sharing rules, the resulting recalculation is now processed asynchronously and in parallel. The recalculation is run in parallel and asynchronously in the background, which speeds up the process and provides better resilience to site operations such as patches and server restarts. […]

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Salesforce Sharing and Visibility Designer Series Part 4

This entry is part 1 of 17 in the series Sharing and Visibility Designer Study Guide

Folder Sharing for Report and Dashboards  Reports and dashboards are shared through folders. You share the folder, not the report or dashboard itself. User Permissions Needed To share a report folder: Manager folder access or Manage Reports in Public Folders To share a dashboard folder: Manager folder access or Manage Dashboards in Public Folders 1.Share […]

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Salesforce Sharing and Visibility Designer Series Part 3

This entry is part 2 of 17 in the series Sharing and Visibility Designer Study Guide

Sharing using Account and Opportunity Teams Account teams provide a method to document the roles of multiple users in the management of a single account. Account Teams can be used to give record-level access to the Account and some of it’s related records like Contact, Opportunity, Case. Opportunity teams can be used to give record-level […]

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Salesforce Sharing and Visibility Designer Series Part 2

This entry is part 3 of 17 in the series Sharing and Visibility Designer Study Guide

What happens under the hood ? When a user requests access to a record ? First, it determines whether a profile, permission set, or organization-wide default setting already give the user the level of access that user is requesting to the record. If the user does not have at least that level of access to […]

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Salesforce Sharing and Visibility Designer Series Part 1

This entry is part 4 of 17 in the series Sharing and Visibility Designer Study Guide

Salesforce Sharing Architecture Components Profiles and Permission Sets Provide object-level security by determining what types of data users see and whether they can edit,create, or delete records, and field-level security, which determines the fields within every object that users can access PermissionSets open up access that are restricted by Profiles For each object, the “ […]

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How to prepare for Salesforce Sharing and Visibility Designer certification

This entry is part 12 of 17 in the series Sharing and Visibility Designer Study Guide

In case you are planning to give Platform App Builder Certification, you reached the right place. You will find all required details in one place. About the Exam The Salesforce Certified Sharing and Visibility Designer exam has the following characteristics:  Content: 60 multiple-choice/multiple-select questions* (2-5 unscored questions may be added)  Time allotted to […]

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