SFDC Hidde Gems

Just found pile of hidden gems for SFDC on a google site https://sites.google.com/site/ezrakenigsberg/

The site has some great tools, tips (answers) and blog.

Woman Code Heroes Recepies

The Woman Code Heroes website, obviously dedicated to the fine art of the development of code recipies are also sharing some delicious APEX recipies. Check their website http://womencodeheroes.com/

SFDC Sharing Rules

Sharing rules within SFDC are vital for access and visibility of data. We can setup sharing rules for various objects within salesforce like accounts, opportunities, etc.

The following table contains examples of sharing rules on the accounts object.

Criteria	Shared With	Account, Contract and Asset	Opportunity	Case
Owner in Role and Subordinates: Sales Director EMEA	Role and Subordinates: Sales Director EMEA	Read/Write	Private	Private
Owner in Role and Subordinates: Sales Director North America	Role and Subordinates: Sales Director North America	Read/Write	Read/Write	Read Only
Owner in Role and Subordinates: Sales Director Asia Pacific	Role and Subordinates:  Sales Director Asia Pacific	Private	Read/Write	Private

When you examine the first row of this table the first column (criteria) should be interpreted as all accounts owned by SFDC users equal to Role) Sales Director EMEA or below (Subordinates) the role hierarchy level of the Sales Director EMEA.

The second column (Share with) means for who this sharing rule is effective. Again for the first row all accounts owned by (Criteria) are shared with all SFDC users equal to (Role) Sales Director EMEA or below (Subordinates) the role hierarchy level of the Sales Director EMEA

The third, fourth and fifth columns define the sharing level. The option here are Private, Read Only & Read/Write.

Access Level	Description
Private	Only the record owner and users above the record owner in the role hierarchy can view and edit the record. This access level only applies to the Account Share object.
Read Only	The specified user or group can view the record only.
Read/Write	The specified user or group can view and edit the record.

Now a practical example to make the effects of sharing rules easy to understand:

Let say that John D has a subordinate role underneath the Sales Director North America. He owns several accounts and using these sharing rules Sales Director North America and subordinates have read/write (Edit) access to these accounts. The same accounts for all opportunities created on the accounts John D owns. Even .... when the opportunities are created by Sales Director EMEA and/or his/her subordinates using their sales team access or individual account sharing. But ...... Sales Director EMEA and/or his/her subordinates will not be able to access opportunities created by Sales Director North America and/or his/her subordinates.

Chatter Messenger requires profile API Access enabled

A few reports today using a new locked down profile causing the chatter messenger not to function. The error message "unable to connect" gave nothing away causing us to check on browser settings and also SFDC Profile settings. Finally I found a SFDC post with the following text:

As of September 10, 2014, the “API Enabled” profile permission must be turned on to ... Chatter Messenger (although not a connected app this does need “API ...). 

So I enabled API access on the profile and suddenly  .... it worked.

Salesforce chatter

SFDC Chatter is a corporate social collaboration tool that enables coworkers to follow, share and exchange details on accounts, contacts, lead, opportunities, cases etc. etc. Using Chatter is extreme powerfull when it comes to using this as a social network.

• improve communication;
• inform employees;
• share files;
• share and allocate knowledge & expertise;
• get answers on all kinds of questions;
• get coworkers involved in discussions (@Mention);
• create common interest groups.