What can you do with Salesforce?
From products aimed at sales, marketing, analytics and more, Salesforce has a solution for virtually everything. But how do you track the time your employees spend on any of those Salesforce solutions?
How secure is Salesforce?
In other words, Salesforce is an inviting target. While experts agree that the platform itself is reasonably secure—“given the robust defense-in-depth approach Salesforce applies internally,” says Brian Olearczyk, chief revenue officer at OwnBackup, it's still a big attack surface.
Is your Salesforce system holding sensitive customer data?
Your Salesforce system holds a lot of sensitive customer data. Don’t fall victim to one of these common sins, errors, and blindspots. Marketing technology, or 'martech', keeps getting more complex and more vital to the way companies do business.
How to keep track of time in Salesforce?
You need an accurate system that will help you keep track of projects’ progress and how productive your employees are while using Salesforce. Here are two ways to easily track time in Salesforce: The Salesforce AppExchange is a web store that allows you to download tons of extensions for your Salesforce app suite.
How check how many user are the in Salesforce?
To access this go to the Reports Tab and either search "user" (previous admins may have created other reports so I would do this) or click on the 'Administrative Reports' folder. Reports>Create New Report>choose "Administrative Reports" as your category and "Users" as your report type and click GO.
How do I see all users in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users....From the user list, you can:Create one user or multiple users.Reset passwords for selected users.Edit a user.View a user's detail page by clicking the name, alias, or username.View or edit a profile by clicking the profile name.More items...
How do I check user permissions in Salesforce?
In the original profile user interface, user permissions are listed under Administrative Permissions and General User Permissions. To view permissions and their descriptions, from Setup, enter Permission Sets in the Quick Find box, then select Permission Sets, then select or create a permission set.
How can I tell if someone is logged in Salesforce?
You can download the past 6 months of user logins to your Salesforce orgs and Experience Cloud sites. This report includes logins through the API. From Setup, in the Quick Find box, enter Login History , then select Login History.
Can more than one person log into the same user at the same time in Salesforce?
Salesforce Usage Limits - Salesforce policy prohibits the use of login sharing, sharing of user credentials, shared logins or passwords. User logins must not be shared across multiple users. Please assign one user account for each individual user license login. Login credentials may not be shared.
What is a user record in Salesforce?
Granting access to a user record makes the user's detail page visible to others. It also makes the user visible in lookups, list views, search, and so on. “View All Users” permission. This permission can be assigned to users who need Read access to all users, regardless of the sharing settings.
How do I manage users in Salesforce?
Your Salesforce edition determines the maximum number of users that you can add....From the user list, you can:Create one user or multiple users.Reset passwords for selected users.Edit a user.View a user's detail page by clicking the name, alias, or username.View or edit a profile by clicking the profile name.More items...
What is access control in Salesforce?
Salesforce includes simple–to–configure security controls that make it easy to specify which users can view, create, edit, or delete any record or field in the app. You can configure access at the level of the organization, objects, fields, or individual records.
What is manage users permission Salesforce?
'Manage Users' allows you to do the following actions: This permission allows administrators access to make organizational changes. If a user needs rights to manager users, but not profiles or sharing, check out the Delegate User Administration documentation.
Does Salesforce track user activity?
Salesforce admins can utilize user activity monitoring to gain deeper visibility into the health of their Salesforce org, covering four critical areas: security, compliance, usage and adoption, and performance.
Can Salesforce track your location?
Location Tracking: The location tracking feature supported by the Salesforce tracking software works amazingly towards tracking the current location of the sales agents, which is a prerequisite for keeping a track of their activities.
What is event monitoring Salesforce?
Event Monitoring is one of many tools that Salesforce provides to help keep your data secure. It lets you see the granular details of user activity in your organization. We refer to these user activities as events.
1. Counting on Salesforce to handle it all
Experienced security pros aren't going to fall into the "they'll secure it" trap, but some smaller companies or IT shops with no security specialization do.
2. Not specifying a security program and owner
Recognizing a shared responsibility is first, and any responsibility needs an owner. RevCult found that many companies persistently lack clear security programs for the platform, the tools needed to support the program, and Salesforce security expertise.
3. Not classifying data
Not all data is not the same, so different types of information require different levels of security. This is a key principle recognized, for example, in the still-emerging zero trust security approach.
4. Not understanding workflows and processes across departments
Cross-functional blind spots persist around how a company’s Salesforce organization is actually used. Salesforce is a customizable platform, with workflows getting turned into custom configurations and settings. Often, those doing the configuration reside in lines-of-business or departments.
5. Misconfiguring APIs
It’s also important to keep in mind that some of the security issues involve Salesforce application programming interfaces (APIs). That’s especially relevant considering the amount of data coming in and out of Salesforce to support a multitude of end-to-end business processes.
6. Misconfigured communities or other elements
Salesforce is a big platform with a lot of different elements, options, and functions.
7. Not continually broadening the security effort
Security program ownership, as noted above, will help prevent or remediate basic errors. As Salesforce implementations expand, however, it will take the proverbial village to expand efforts to secure data from errors such as the communities configuration.
Is Salesforce willing to discuss terms of contract?
In essence: negotiate, negotiate, negotiate. The good news here is that Salesforce is willing to discuss some terms of the contract, upfront at least. But once you’ve signed, you’re at the mercy of Salesforce’s legal team.
Does Salesforce have a warranty?
There are no warranties —express, impli ed, or otherwise.
Can you change seat count in Salesforce?
Salesforce won’t let you change your seat-count during a term. Salesforce has a complex pricing system that changes based on the functions made available and the number of users accessing the software, which gives their sales reps plenty of leverage to upsell you.
Does Salesforce have a solution?
Salesforce seems to have a solution to almost every business need, from sales and marketing to finance. Such a huge line of products is a lot for any sales representative to know inside and out, though you certainly hope they do. Being sold the right solution at the right size for your business is the very least of what a customer should expect from a company.
Does Salesforce include developers?
Your subscription price doesn’t include the cost for developers. It’s common to customize a Salesforce product into the exact solution your business needs to execute certain tasks. Salesforce typically farms out this customization process to third-party developers, which can quickly overtake your budget.
Can Salesforce integrations be cancelled?
Your integrations could be canceled at any time. For some teams, software integrations are invaluable. It may even be the case that a business chooses Salesforce over a competitor because of how Salesforce integrates with certain third-party tools that are essential to the operation of their business.
Is Salesforce a bad CRM?
It always pays to read the fine print—especially when it comes to Salesforce contracts. While Salesforce remains the most well-known name in CRM software, their billing practices, one-sided contracts, and minimal user support can make them a bad fit for small businesses. Many Salesforce customers have encountered substantial financial hardships ...
Financial Services
NEW: TCF Bank needed a quick solution to manage the influx of Paycheck Protection Program (PPP) applications in the wake of the economic downturn caused by the novel coronavirus.
Healthcare and Life Sciences
In Hawaii, the COVID-19 pandemic and strict lockdown created new needs for homebound seniors. St. Francis Healthcare System was able to rapidly operationalize a brand new meal delivery program in just a few days with the support of their partner, Pacific Point and their Salesforce account team. Using Field Service Lightning, St.
Public Sector and Non-Profit
NEW: The Rail Delivery Group (RDG) is the body where the railway industry in Great Britain comes together and it promotes change and innovation across all train operating companies across the UK.
Retail and Consumer Goods
Kiwoko, a pet store chain with 135 retail stores across Spain and Portugal is using Salesforce Service Cloud, Marketing Cloud and Commerce Cloud to meet and exceed customer expectations during COVID-19 and beyond.
Other Industries
NEW: Acuren, a market leader in industrial asset inspection and integrity management programs, found itself in a unique position when COVID-19 hit.
Why You Should Track Employee Check-in and Check-out
You might naturally be skeptical about tracking employees’ physical movements in and out of the building — it seems like something straight out of a dystopian fiction “big brother” cold war movie. However, there are marked advantages to knowing the movements in and out of your office.
Time Tracking Software: the Good, the Bad, and the 1984 Dystopian Future
In the world of tracking employees, your first thought might be a time tracking software like TSheets or Harvest. These platforms let managers and employees both set schedules, register time actually spent working, and even do some forms of project management.
Smart Access and Exit Control at Your Doors
Beyond time sheets, there’s a way to actually track when your employees are entering and using the office or any physical space: Smart access control at your doors.
Main Takeaways
Employee tracking isn’t just “big brother is watching you.” It’s empowering employees to do their best work at their own pace.
What is the Latitude app?
A first mover on the scene Latitude was Google’s early attempt at allowing friends to track each other’s location. The app provided a novelty without much usefulness, and many found the tracking a bit creepy. At this point Latitude has kind of faded off into the background due to the presence of so many rich and useful apps in the marketplace.
What is the first mover on the scene?
Latitude. A first mover on the scene Latitude was Google’s early attempt at allowing friends to track each other’s location. The app provided a novelty without much usefulness, and many found the tracking a bit creepy.
Is Skout a hookup app?
Skout started out as a location-based dating service, turned into a hookup app and has now repositioned itself to be about meeting new people. We sense a mild identity crisis here, however if Skout can come up with a successful model for connecting people who don’t know each other… we’ll all have so many friends we won’t know what to do with them all. They just closed a big round of funding by Andreessen Horowitz and things seem to be developing very well.
Is Foursquare a competitor to Yelp?
Instagram, Tango, etc.) but has evolved into a location-based discovery service. This puts Foursquare in direct competition with companies like Yelp, who help users figure out what’s best and close by. In order to preserve its position in the market, Fourquare must overcome challenges such as engaging the many users who don’t check in continuously and finding a good source for monetization.
Is Yelp a web service?
Yelp started out as a web-based directory service with reviews, and then added check ins. Unfortunately, the integrity of their reviews has been called into question since there is evidence that merchants will typically pay for good reviews and purposefully post negative ones to trash their competition. This inherent bias has almost rendered Yelp’s service useless and, in turn, allowed Foursquare to claim their stake in this market.
Counting on Salesforce to Handle It All
Not Specifying A Security Program and Owner
Not Classifying Data
Not Understanding Workflows and Processes Across Departments
Misconfiguring Apis
- It’s also important to keep in mind that some of the security issues involve Salesforce application programming interfaces (APIs). That’s especially relevant considering the amount of data coming in and out of Salesforce to support a multitude of end-to-end business processes. As with other security concerns, this is not unique to Salesforce. SANS ...
Misconfigured Communities Or Other Elements
Not Continually Broadening The Security Effort