Slaesforce FAQ

can you organize by two factors on salesforce

by Dr. Maryam Beahan IV Published 3 years ago Updated 2 years ago
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Salesforce admins can set the Two-Factor Authentication for API Logins permission to use a second authentication challenge for API access to Salesforce. API access includes the use of applications like the Data Loader and developer tools for customizing an organization or building client applications.

Full Answer

What are the different types of 2FA solutions for Salesforce?

While Salesforce Authenticator is the flagship 2FA solution for protecting your Salesforce org, other solutions exist as well. Salesforce supports OATH-protocol, time-based, one-time passcodes (aka TOTP) tokens, U2F protocol tokens, and temporary token generation.

Which two-factor authentication methods does Salesforce support?

Because your users and use cases are diverse, Salesforce supports multiple methods of two-factor authentication, including push notification, time-based one-time passwords (TOTPs), and Universal Second Factor (U2F) tokens. Need to scale up your help desk?

What are some examples of security issues in Salesforce?

Some examples include: cookies used for remarketing, or interest-based advertising. Salesforce is aware of the security issues referred to as “Spring4Shell”, including CVE-2022-22963 and CVE 2022-22965, and is currently investigating. For more information, see Trust.

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Can you sort by two columns in Salesforce?

From the Data menu, select Custom Sort. Select the first column that you want to sort and how you want to sort it. If you want to see the column names, select Use the first row as headers. To sort by another column, click Add Sort Column, choose the column, and select the sort conditions.

How many levels can dashboard components be sorted?

two-levelDashboard components support two-level sorting. So you can sort by Stage and then by Sum of Amount, or by Average Age and then Record Count.

Can you sort related lists in Salesforce?

You can customize the buttons, columns displayed, column order, and record sort order of related lists on record detail pages in Salesforce and the Salesforce Customer Portal.

How do I sort data in Salesforce?

Sort by Record Count values using a Roll-Up Summary Field (RSF) To sort any report by a Record Count value, create a Roll-Up Summary Field (RSF) to calculate the total Record Count of a related list underneath the object you're trying to rank. If you're new to using RSFs, see our "Roll-Up Summary Field" documentation.

How many filters can a Salesforce dashboard have?

Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.

What is difference between dashboard and dynamic dashboard in Salesforce?

Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user's perspective.

How do you filter related lists?

Filter on Related List Open the page layout of the source object's record: ... Choose related list on which you want to change or modify filters and click on the wrench icon to open properties. Select fields to be added as columns in the related list. Click on ok and save the page layout.More items...

How do I reorder a related list in Salesforce?

1:239:07How To Manage ⚙️ Related Lists in Salesforce | AscendixRE CRMYouTubeStart of suggested clipEnd of suggested clipSo let's start with order go to setup if you are the admin. Good object manager. The object that youMoreSo let's start with order go to setup if you are the admin. Good object manager. The object that you're looking to edit here is property. Page layouts and because there are multiple page layouts for

How do I use compact layout in Salesforce?

Create Compact LayoutsFrom the management settings for the object that you want to edit, go to Compact Layouts.Create a new compact layout and give it a label.Add up to 10 fields. ... Sort the fields by selecting them and clicking Up or Down. ... Save the layout.More items...

How do I sort leads in Salesforce?

To sort search results, click the field name at the top of the columns or use the sort dropdown menu. To change the sort direction, click the field name or the arrow in the column header. If the search layout includes all non-sortable fields, the sort dropdown menu is disabled.

How do I use group by in Salesforce?

You can use the GROUP BY option in a SOQL query to avoid iterating through individual query results. That is, you specify a group of records instead of processing many individual records. fieldGroupByList specifies a list of one or more fields, separated by commas, that you want to group by.

How do you sort a lightning data table?

Lightning datatable provides an onsort attribute which allow us to implement the sorting in lightning datatable. To enable the sorting on row you need to set sortable to true for the column and set sorted-By to match the fieldName attribute on the column.

1. Data Security Tips in Salesforce

It’s an unfortunate reality that data breaches are becoming much more commonplace. This is especially troubling because, for most organizations, data is the most valuable commodity.

2. Monitor and Manage Data Quality to Keep Your Salesforce Instance Organized

Maintaining quality data is one of the top concerns for most administrators. The more data you have, the more likely it is that you will encounter duplicates, faulty information, or missing pieces. Data quality issues can come up due to a variety of factors–user error, no preventative automated safeguards, or a lack of data hygiene processes.

3. Streamline Your Processes in Salesforce

Once you’ve secured and cleaned up your data, you can start shaping your org to work exactly how you imagined. A streamlined org means that every user has the tools that they need to do their job and every admin understands how to maintain and support those tools.

What is two factor authentication in Salesforce?

Two-factor authentication is an additional layer of protection beyond your password. Salesforce offers smart, simple, two-factor authentication solutions that enhances the security of your Salesforce deployment without sacrificing user experience.

What is Salesforce Authenticator?

Salesforce Authenticator is an intelligent, mobile, two-factor authentication app that delivers enterprise-class security, while providing simplicity and convenience to your end users. With Salesforce Authenticator, it’s even easier for employees to access business-critical apps through simple push notifications. With a single tap on their mobile device or watch, employees can approve logins and other actions, even verifying automatically from trusted locations.

Can you log into Salesforce without a password?

With Lightning Login, you can log in to your Salesforce account without having to type in a password. Just click your username and tap to approve the login with Salesforce Authenticator and the added security of your thumbprint.

How to drag and drop files into Content Builder?

To do this, click Create, then click Upload or hover over Upload to find files on your computer. The files display in Content Builder.

How to create a folder in Content Builder?

To create a folder, right-click the existing folder and click Create Folder. Give your folder a name, and you're ready to go. Use this same menu to delete, rename, or move folders in Content Builder.

Why do we use tags in folders?

In addition to folders, tags are a great way to keep your content organized and easy to find. For example, use product types as content tags, to quickly locate content that relates to a specific product. You can create as many tags as you need, but it doesn't hurt to align them with your content strategy.

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