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App of the Week – Become a Permission Set Master with The Permissioner

App of the Week – Become a Permission Set Master with The Permissioner

This tried and true app will always be important, no matter how much your company grows and changes. Setting up profiles and permission sets can be a tedious process, especially for larger organizations. With The Permissioner, you have a single interface where all your permissions are set up from, giving you maximum efficiency, power, and control.

The Permissioner dramatically reduces the time involved with assigning and revoking permission set assignments to multiple users. Using a simple interface, administrators can select one or more permission sets to assign to one or more users at a time.

Check it out here!

Tip of the Week – Leveraging User Based Validation Rules

Tip of the Week – Leveraging User Based Validation Rules

Validation rules are an important tool in Salesforce. In a nutshell, they verify that the data entered into a record meets specific standards before the user can save the record. Taking it a step further, validation rules can be applied to give specific permissions to specific users. These can be used to enhance security settings to ensure that specific users, or groups of users, are only able to edit specific fields or perform certain operations.

Some examples of this are: setting limits on discount amounts, limits on expense amounts, and making certain fields editable by only the record owner or administrator. To create these user based validation rules, simply go to your validation rules screen and add the proper validation code to whichever field you want to manage. See the link below for some sample formulas!

Example Validation Rules!

-Ryan and the CMB Team

Tip of the Week – Leverage Account Teams to streamline security in Salesforce

Tip of the Week – Leverage Account Teams to streamline security in Salesforce

Do you work for a large company with multiple departments involved in providing service and resources to your clients? Do you work in a small business where every sale is a team effort? No matter your business’s size, you probably work with team members to provide goods and services to your clients. This can create challenges surrounding security and data cleanliness. Many companies create multiple Accounts for each business to avoid opening themselves to an open sharing model in Salesforce. Others will open the security and live with worries of the wrong people making updates to ensure proper sharing. But what if I told you that you don’t have to compromise on security or collaboration?

Salesforce has a valuable and wildly underutilized tool called Account Teams. Account Teams allow you to create groups of people who will work together on an account, granting each the permissions they need to do their jobs. Account Teams allow you to add team members and designate their roles, and by creating Default Account Teams, you can quickly add standard teams to your Accounts. If you’re not already using Account Teams, I recommend you check out Salesforce’s overview on the feature and their help doc on how to set up Account Teams. This may just change your whole Salesforce experience!

-Jared and the Salesforce Guys