Udit
IndividualForum Replies Created
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Udit
MemberJanuary 16, 2020 at 1:58 pm in reply to: what types of audit features salesforce provides us?There are three audit features salesforce provides us:
- Field history tracking
- Setup Audit trail
- Login History
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Udit
MemberJanuary 15, 2020 at 3:27 pm in reply to: How many ways to call apex class from Process Builder in Salesforce?There is only one way to do this. We can define apex action in process builder and there must be invocable method available in apex class.
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Udit
MemberJanuary 14, 2020 at 1:54 pm in reply to: How can we schedule a dynamic dashboard in Salesforce?Dynamic dashboards are dynamic that means they depends upon the current user of the dashboard or the user who is logged in. A dashboard is made dynamic by changing the “running user” from a specified user to “current logged in user”. This setting is in the properties for the dashboard.
As per the scheduling, No, we can't schedule a dynamic dashboard as it totally depends upon the logged in user and shows the data as per the permissions given to that logged in user.
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Udit
MemberDecember 30, 2019 at 3:46 pm in reply to: What changes should I make for internal users to access opportunity record and external users can’t access it in Salesforce?You can make opportunity's OWD to read write for internal users and by enabling default external access you can set opportunity's OWD to private for external users.
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Udit
MemberDecember 30, 2019 at 3:31 pm in reply to: How many settings changes can you view directly within Setup in salesforce?There are basically three main categories in Salesforce lightning setup:
- Administration
- Platform Tools
- Settings
In settings, we have below options:
- Company Settings
- Data Classification
- Identity
- Security
- Optimiser