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Permission Set
The Fall of the Profile Empire
Salesforce is on the path to removing or reducing the need for Profiles. They are almost there ... Since 1999 the Profile has been the king when settings and permissions are needed. …
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Attachment ListViewEmail Signature Images as Attachments
I did my best to solve an interesting challenge (solve? nope, probably it is just a workaround 😏). Challenge : Why in the Case's Attachment list I cannot select and delete? As you know, there are too many emails, and in each email there is a picture used as the email signa…
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Flow PauseSalesforce Screen Flow - Wait/Sleep Lightning Component
Flow Element: Pause for a Screen Flow We cannot use the Pause element in a Screen Flow , and there are use cases where we might need the user to wait some seconds before he/she can continue working with the Flow. Even if you can use a Pause element (for instance, calling an aut…
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CRMThe 4 bases of the CRM Strategy
It is known that the organization's performance increase when there is a well defined CRM Strategy. In this post, I show the bases of the strategy. The CRM Organization and the CRM Vision An organization that has the structure and vision that enables, supports, and eases the…
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ProfileSalesforce Profiles
Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one. Reference: Salesforce And my recommendation is that, before you start and create a Profile for each Role in the Role …
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Salesforce PillUse a Lightning Pill as a simple KPI. And the power of Flows!
How can we display KPIs in any place of the Record Page? Using a very simple component to show KPIs Lightning Componets and Flows are a very powerful set of tools that allow us to simplify the application configuration and ease the maintenance. In this article I …
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Project Manager vs Product Manager vs Product Owner vs Scrum Master
Why are there so many comparisons among those roles? Why are these roles so often compared? Because their responsibilities overlap in ways that confuse teams, stakeholders, and even hiring managers. Misunderstandings about objectives and functions often lead to friction or inef…
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Permission SetSalesforce Permission Sets
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles. Reference: Salesforce We need to remember what a Salesforce Profile is an…
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The Maintenance Project and the Four Roles
In my article Project Manager vs Product Manager vs Product Owner vs Scrum Master , I argue that communication and the critical path are more vital to project success than the roles themselves. Regardless of how roles are distributed or merged, what truly matters is clarity—cla…
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Salesforce Component SVGSalesforce Component SVG File in 4 Steps
You just need 4 tools to create an SVG for a Component Power Point Create a drawing that will be your Component SVG icon. For instance, I made the one below for my KPI Integer Component . KPI Integer Component PPT drawing MS Paint Copy the drawing you di…
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The Maintenance Project and the Four Roles
In my article Project Manager vs Product Manager vs Product Owner vs Scrum Mast…
inSearchbox
Search Box for Picklist Value Selection
🔎Salesforce - Search Box for Picklist Value Selection If you've ever work…
Salesforce - A simple Help system using Lightning Web Components LWC
A simple Help system using Lightning Web Components LWC There are ways to offe…
Salesforce Error "550-5.7.26 Unauthenticated email from" and Email Deliverability
550-5.7.26 Unauthenticated email from [DOMAIN] is not accepted due to the domai…
Salesforce Permission Set Groups
A permission set group streamlines permissions assignment and management. Use a…
inToolsforce
Salesforce Permission Sets
A permission set is a collection of settings and permissions that give users…
inToolsforce
Salesforce Profiles
Profiles define how users access objects and data, and what they can do with…