Click on the Opportunities tab (If not already visible in your existing tab bar, click the plus sign to view all tabs) Click the “View” drop down list below Click “New This Week,” “Won,” etc. to view different groups of data
Full Answer
What can you learn from your Salesforce user activity?
If you’ve examined this data, you’ve monitored user activity. By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.
What can user activity monitoring insights tell us about Salesforce users?
User activity monitoring insights can also reveal how users interact with Salesforce. Usage and adoption are critical for users to leverage Salesforce to its fullest and monitoring certain actions can reveal if your team is fully utilizing the CRM.
How do you know who needs a Salesforce license?
By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.
How can Salesforce insights help your business?
With these insights, you can analyze your workforce, make adjustments to boost performance, and take Salesforce from a simple tool to a beacon of productivity, trust, and success. The average cost of a data breach is $3.92 million. You may have seen companies like Facebook, Google, and Equifax suffer financially due to data breaches.
Is it possible in Salesforce that an owner of any record is not able to see that record?
"Each record is owned by a user or optionally a queue for custom objects, cases and leads. The record owner is automatically granted Full Access, allowing them to view, edit, transfer, share, and delete the record." Thus, if the user owns a record, the user will see it. No, that is incorrect.
How do I check if a user has access to an object in Salesforce?
To find out if a particular user has Edit access to a record, use the UserRecordAccess object. This object is available in API version 24.0 and later. You can use SOQL to query this object to find out if the user has edit access to the record in question.
How do I see all opportunities in Salesforce?
How to: View Your Opportunities in Salesforce.comClick on the Opportunities tab (If not already visible in your existing tab bar, click the plus sign to view all tabs)Click the “View” drop down list below.Click “New This Week,” “Won,” etc.More items...
Which feature determines what users can do with the records they have access in Salesforce?
Record access determines which individual records users can view and edit in each object they have access to in their profile.
How do I query a user in Salesforce?
How to query users with Salesforce User License?Go to Setup --> Customize --> Users --> Fields --> Create New Field.Select "Formula" as the data type and "Text" as return type.Use "Profile.UserLicense.Name" in the formula editor.Save the formula field.Use the formula field in the report.
What is view all permission in Salesforce?
When you grant “View All” or “Modify All” for an object on a profile or permission set, you grant any associated users access to all records of that object regardless of the sharing and security settings.
How could you show a report of accounts that do not have any opportunity associated with them?
As Cross Object Filters are not available within Professional Edition, the best way to create a report that will display Accounts without Opportunities is by creating a Roll-Up Summary field on the Account Object that will display the number of associated opportunity records.
How do I create an opportunity report in Salesforce?
Create an Opportunities ReportClick the gear icon. ... Enter Users in Quick Find and select Users.Click Edit next to your name and change Role to CEO.Click Save.Click the App Launcher. ... Click the Reports tab.Click New Report.More items...
What is an open opportunity in Salesforce?
Opportunities are deals in progress. Opportunity records track details about deals, including which accounts they're for, who the players are, and the amount of potential sales. If your Salesforce admin has set up leads in your Salesforce org, an opportunity is created when a lead is converted.
How would you ensure that records of a particular object are visible only to the user and users higher in the role hierarchy?
How would you ensure that records of a particular object are visible only to the user, and users higher in the role hierarchy? Global Insurance has set its account object OWD to private. They do allow acc managers to grant access to other users if required using their own discretion.
How do I control record visibility in Salesforce?
To specify record-level security, set your organization-wide sharing settings, define a hierarchy, and create sharing rules.Organization-wide sharing settings. ... Role hierarchy. ... Sharing rules. ... Manual sharing. ... User sharing. ... Apex managed sharing. ... Restriction rules. ... Scoping rules.
What is the difference between a role and a profile?
Profiles are like circles, whereas roles are arranged into a hierarchy (when using the Role Hierarchy): Profiles are like circles of users that share the same function, eg. 'Marketing', 'System Admin', 'Sales', 'Support'. Roles are how users relate to each other in a hierarchy, eg.
What does it mean when a Salesforce user logs in at odd hours?
Admins can see if a user logs in at odd hours, such as on weekends or late at night, or if they log in from a different IP address, indicating they’re accessing Salesforce from an unexpected location. With this information, you can prevent unauthorized access that could lead to a data breach.
Why is user activity monitoring important in Salesforce?
User activity monitoring – tracking user actions in a digital environment for information security – is critical for protecting sensitive cloud-based data.
Why is it important to change permissions?
Changes in permissions, whether intentional or not, can open your organization to risk if users have broader data access than necessary for their role. Increased access to data may put your organization at risk of being non-compliant and at risk for unwanted user activity.
Can you assess Salesforce performance based on Apex events?
You can also assess performance based on Apex events and Community performance. User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI .
Security
Compliance
- Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring. As a Salesforce user in a regulated industry, meeting compliance standards is crucial for multiple reasons: You want to reinforce trust, and you don’t want to receive hefty fines. Non-compliance with GDPR, for example, can incur fines of as much as €20 …
Usage and Adoption
- User activity monitoring insights can also reveal how users interact with Salesforce. Usage and adoption are critical for users to leverage Salesforce to its fullest and monitoring certain actions can reveal if your team is fully utilizing the CRM. Usage and adoption information gained from user activity monitoring can guide your training and educational efforts to encourage more effec…
Performance
- Evaluating performance – the end-user experience – is essential when measuring Salesforce’s impact on operations. Measuring performance through user activity monitoring is an impactful way to know if you’re using the CRM efficiently. Admins can view events like failed logins to pinpoint if there’s a problem with the login page or account permissions. Poor page performanc…
Salesforce Shield: Event Monitoring
- Salesforce Shield: Event Monitoring provides Salesforce admins with org visibility through user activity monitoring-based audit logs. With Event Monitoring, you can track user activity and prevent data loss. Event Monitoring provides the audit log files from Salesforce. These logs contain information about nearly 50 unique, user-generated events. E...