“ sharing set overview ” in the salesforce help. file suffix and directory location sharingset components have the suffix .sharingset and are stored in the sharingsets folder. version sharingset components are available in api version 30.0 and later. fields field name field type description ...
we’ll gladly introduce you to all there is to Sharing Rules, when this function should be used, what are the different ways you can configure Sharing Rules in Salesforce, and
Salesforce: Activity Controlled by Parent VS Private 强调了IsVisibleInSelfService字段对Task的Visibility影响,在实际项目中可以通过trigger默认设置为true来满足常规期待。 另外对于Event,该对象有一个Public的选框...过滤同一个Partner User后看到的结果不一样,和Support交涉后(见Help文档),发现要使Partner User看报...
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Salesforce creates and maintains the following site-specific groups. Portal roles Portal role and subordinates Roles, Internal and Portal Subordinates All Customer Portal Users and All Partner Users public groups And if you have channel programs and levels set up, you have Channel Programs and Levels...
Integrationsinclude Microsoft Office, Microsoft 365, Azure, Google Workspace, Salesforce, Practifi, AutoDesk, Raken, AWS, Teams, DocuSign, Science Exchange, and Procore. It also provides Developer API access for custom integrations and the option to connect to thousands of apps through Zapier. ...
I agree Stream is for collaboration but to give you a real example - we are working with another company and doing great collaboration in a shared Team in their tenant (we are guests). However, any recordings of meetings we have cannot be shared in that tenant. I agree that...
Ive seen some similar posts and done al ot of research but am as yet unable to ascertain if there is a way to do this , so Im posting the question in case im...
Controlling the level of record access can be achieved using options ranging from default sharing, which is set at the organization level, to role hierarchy and beyond using advanced sharing mechanisms. A user does not have to be assigned to a role in Salesforce. The sharing rules are briefly...
Granular permissions to set user rights at the file or folder level Android and iOS apps to access files stored on the go Task lists and project management tools Salesforce integration for file storage Quip limitations Steep learning curve for non-Salesforce customers as a standalone file sharing...