WebJul 27, 2024 · If your Salesforce org was the family, then the objects would be related but not in the same family. A great example of such is relating payment records to an account from an ERP system – the ERP system … WebAug 5, 2024 · Each external user should only edit and view their own Personally Identifiable Information (PII) data. Since each company considers different fields as PII, Salesforce has increased the number of default fields considered PII when you enable Enhanced Personal Information Management.
Log in to Community as User - Salesforce Stack Exchange
WebFolder Sharing. Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups. With enhanced folder sharing, you can control who sees what. Each user, group, territory, or role can have its own ... WebDec 15, 2024 · Salesforce highly discourages the use of internal licenses for external use cases. Obviously, you can use internal licenses for employee community use cases or to … linked images cannot be displayed in outlook
Tutorial: Configure Salesforce for automatic user provisioning
WebJan 5, 2024 · Starting in Summer ’13, external users with the Delegated External User Administrator permission can manage both partner portal and Customer Portal users … WebYou can set the defaults separately for different objects. External organization-wide defaults provide separate organization-wide defaults for internal and external users. They simplify your sharing rules configuration and improve recalculation performance. Additionally, you can easily see which information is being shared to external users. WebOct 29, 2024 · Salesforce CRM Content: This tool allows users to create a number of documents of different types, share them with other team members, edit them collaboratively, or share them with external users. … linked image downloader