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Profile is a collection of settings and permissions that define what a user can access in Salesforce. A profile controls: Object Permissions Field Permissions User Permissions Tab Permissions App Settings App Class Access Visual force Page Access Page Layouts Login Hours Login IP ranges Record Types Setting up and managing profiles is a way by which you can conventionally create a secure boundary that dictates user’s access rights. The Profile is mandatory for every user in Salesforce. Profiles authorizations control...

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So Salesforce Winter ‘18 release is packed house of awesomeness.There are some great Lightning Features that one would not want to miss out definitely. We are taking productivity to a whole new level with features like mass inline edits in List Views, Related List Quick Links, Dynamic Lightning Pages, and Calendar Sharing. Features Your Users Will Love: Lightning Experience gets a splash of color: Based on user experience and feedbacks Salesforce has improved information density, legibility, contrast, and added a...

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Let me start by saying that this hack is not mine. Somewhere along the way, I was provided with this solution when a client asked to have more than 10 fields in a Related List. Unfortunately, I cannot remember who exactly provided this solution so I cannot give credit where credit is due however I have kept it in my trusty “hack” folder and use it for very specific use cases. With Lightning now, a reality, I thought it would...

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Heroku is a cloud platform as a service(PaaS) that let companies build, deliver, monitor and scale apps — we’re the fastest way to go from idea to URL, bypassing all those infrastructure headaches. Heroku supporting several programming languages that are used as a web application deployment model. Heroku, one of the first cloud platforms has been in development since June 2007, when it supported only the ruby programming language, but now it supports Java, Python, Node.js, Scala, PHP and GO. For this reason, Heroku is said...

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Connected Applications incorporates Salesforce with an application utilizing APIs. Connected apps habituate standard OAuth protocols for authentication, facilitate single sign-on, and facilitate tokens to be used with Salesforce APIs. Connected Apps permits Salesforce Administrators to set different security approaches and have an explicit control over the Connected Apps and their corresponding users. Connected Apps basically portray a connection between an outside application and a Salesforce client, and characterize a passage point into the Platform. The advantage of this relationship is...

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Apttus CPQ software is a multi channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily. For most complex products, pricing or channels, CPQ boosts sales effectiveness by giving you the power to create the best quotes possible. The first thing required to start with Apttus CPQ is to set up the Products and Pricing and then to make those Products available in the catalog. So, here we will discuss the same and will show you...

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Hi All, Greeting of the Day! Constraints Rules are the business rules that we define through Apttus CPQ while implementing the different use cases. There are various types of Constraint rules: Inclusion Rules Exclusion Rules Validation Rules Recommendation Rules Replacement Rules In this article, we will focus only on first on i.e. Inclusion Rule. Inclusion Rule – These rules say that, if the customer is adding some product X in the cart, then another product Y should be auto included...

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No need to futz with filters! Pass URL parameters to set filter values in Lightning Experience reports. When linking to reports or when bookmarking a report, add filter value parameters to the URL to customize how the report filters when opened. For example, bookmark your opportunities report and add a filter value parameter to specify whether you see New Business or Existing Business. This feature is new in Lightning Experience. Lightning View: Periodically throughout your day you check your opportunities report, and after...

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To create/refresh a sandbox user should have “Modify all Permission”. Sandbox can only be created from Production. The Option is available under Data Management in Production. There is a limit of Sandbox creation, as per the Licenses available in the organization. There are 4 types of Sandboxes in Salesforce: Developer Sandbox Developer Pro Sandbox Full Copy Sandbox Partial Copy Sandbox   Developer Sandbox: It is a copy of Production but without data. It is used for developing code and testing....

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Earlier when you required a custom feature in your Salesforce installation to support your business process, the only available options were to create a brand-new app and integrate it with your Salesforce or to use existing features in a creative way to achieve the same objective. However, Salesforce evolved and we now have got Salesforce Visual Flow, also known as Salesforce Visual Workflow or simply Salesforce Flow. Visual flow can be summed up as an app inside the Salesforce app. Analogically, what methods are...

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