by Mike Walsh | Sep 18, 2017 | Salesforce Tips
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
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Aug 24, 2017 | Blog, Salesforce-Apps-AppExchange
Putting an alarm system in your house or your car is one of the most natural things you can do. So why wouldn’t you want one for your production org? Not only does ComplianceSeal monitor and alert for Application Security risks, but it also functions as a Command & Control Center to govern all of your production orgs. You can enforce security controls, catch unforeseen security threats, and check for non-compliance to internal and external audits in the production.
Compliance Seal monitors single or multiple Salesforce instances for Center of Excellence, (COE), security assurance teams, audit teams, compliance teams and System Administrators can use this application to manage Salesforce Instance.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | May 18, 2017 | Salesforce Tips
With security being on the mind as of late, sometimes a simple refresher is needed for some of the login access/security customization available in Salesforce. In this case, password security, something that we all deal with everyday, and so much so that it can be easily overlooked as an important feature to keep in mind.
The Password Policies feature allows specific password requirements to be set for specific users, or for all users, across your entire organization. You know the experience: creating a password for a new account profile and the system says something to the effect of “This password is not strong enough”. Well you too can ensure your users’ passwords meet an acceptable level of complexity with just a few quick and easy setting changes with the Password Policies feature.
Click here for a quick walkthrough on setting up Password Policies.
-Ryan and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 9, 2017 | Salesforce Tips
Though it can be a sensitive subject to tackle, sometimes restricting data access to your users is necessary for security and confidentiality, not to mention peace of mind. Whether the user is new, leaving the business, or any other reason, there is an easy way to disable the user’s ability to export reports in Salesforce.
To do this, start by creating a Permission Set with the “Export Reports” setting checked. Next, remove the “Export Reports” permission from the profile assigned to the user. Finally, assign the Export Reports permission set to all users who should have the ability to Export or Print Reports. Just like that, you can give yourself greater control of your data and how it is shared. If you want to take your permission set game to the next level, try using Session Based Permission Sets too! Use these simple tools to help ensure that your data remains yours.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Oct 28, 2016 | Salesforce Tips
Nowadays, it feels like there’s a new story in the news about a major security breach or attack by hackers every day. Salesforce is notably absent from these stories, despite its popularity and pervasiveness in the business world, thanks to the strong security and controls baked into the core product. With very little effort, admins and security teams can limit logins to specific IP ranges at specific times for specific users, lock down sensitive data, enforce strong passwords which must be regularly changed, and much more. But the team at Salesforce knows that the threat of cyber-attack and misuse of data is ever-growing, and, in Spring ’16, released Transaction Security Policies to give admins and security experts even more control over the security of their Salesforce environments.
Transaction Security Policies are a new Salesforce Shield tool designed to monitor behavior in your Salesforce org in real time and take appropriate action should suspicious activity be detected. If a user tries to login from outside the country, they can be routed through a two-step verification process to prove it’s actually them. If someone tries to export thousands of Accounts without permission, the export can be blocked. If someone attempts to login from two places at once, their sessions can be immediately terminated. This cool new tool requires an add-on to Salesforce, so if this sounds right up your alley, check out Salesforce’s blog post, the release notes, and call your Salesforce AE today!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
