How do I print a Salesforce record?
You can print Salesforce records from most detail pages. In Salesforce Classic, click the Printable View link located in the upper right corner of most detail pages. In console apps for Salesforce Classic, click the print icon to open a record's printable view.
How do I create a printable view in Salesforce?
In console apps for Salesforce Classic, click the print icon to open a record's printable view. In Lightning Experience, click Printable View in the action menu . If you previously customized the Salesforce Mobile and Lightning Experience Actions section of a page layout, you have to manually add Printable View to that section for it to appear.
Where is this used in Salesforce?
In most editions of Salesforce, there’s a button that can be clicked that’s labelled “Where is this used?” when looking at a custom field. For the most part, this is a fine way to look at a single field because it can look at the following places:
How do I access my files in Salesforce?
On the Files tab, organize and access your files. Use Salesforce Files to share and collaborate on files, store files privately, manage version updates, and follow files that are important to you. Use Files Connect to connect to external file systems right from Salesforce.
How do I check field usage in Salesforce?
On a custom field's detail page, click Where is this used? to see the field reference details. To view the settings for the layout, formula, or other reference, click a reference label. The list can include these references.
What is field usage in Salesforce?
Field Analysis lets you analyze Salesforce fields to see the number, type, and usage of fields on any Salesforce object. You can even run detailed analysis on certain field content like picklists, numbers, emails, and owners.
What does field usage hidden mean in Salesforce?
Active—In use and visible. DeprecateCandidate—Planned for deprecation and no longer in use. Hidden—Not visible and possibly planned for deprecation. Use with caution.
What is a field utilization report?
The Field Utilization function enables a user to specify an object and select either all fields under that object or a specific set of fields, optionally input a SOQL, and then select 'OK'; which runs a field utilization report. The outcome is a report in a worksheet which identifies low utilized fields.
How do you use Ringlead field trip?
0:112:41How to Install and Use RingLead Field Trip - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe first step is to search for field trip on the Salesforce. AppExchange. Then click on field trip.MoreThe first step is to search for field trip on the Salesforce. AppExchange. Then click on field trip. Click get it now then log in to your Salesforce if prompted choose.
How do I view hidden fields in Salesforce?
Expand the Entity you want to customize, such as Leads, and choose Fields.Click the name of the field you want to expose.Click Set Field-Level Security. A list of users with access to that field displays.
What is field level accessibility?
Field-level security settings let you restrict users' access to view and edit specific fields.
How do you make a hidden field visible in Salesforce?
To change that profiles field visibility, simply click on their current status. That'll land you on the page displays that profile's current field-level security (and below that page layout, but ignore the page layout section here). Uncheck “Visible” on the field you're trying to hide. And you're all set!
Gather Information on Systems
Have you ever wondered why some organizations appear to be so much more secure than others? To help you answer this question we are going to examine the growing importance of vulnerability assessments in a robust cybersecurity program.
Identify Risks and Threats
In today’s world, cybersecurity is not a problem to solve but a risk to manage. In order to manage cyber risks, once you’ve identified what assets you have, you need to analyze each one for any associated risks, vulnerabilities, and threats.
Vulnerability Assessment Terms
Before we move on, let’s explore some common terminology that you should be familiar with as you map your vulnerability footprint.
What happens when you link to data in Salesforce?
When you link to data, Access creates a two-way connection that synchronizes changes to data in Access and Salesforce. When you import data, Access creates a one-time, copy of the data, and so changes to data in either Access or Salesforce are not synchronized.
How many fields can Access have?
Access does not support more than 255 fields in a table, so Access links or imports only the first 255 columns. Determine the total amount of data being imported. The maximum size of an Access database is two gigabytes, minus the space needed for system objects.
What is the Salesforce Optimizer Report?
Salesforce Optimizer scans your Salesforce org and analyzes 40+ metadata features. Additionally, it also gives you recommendations on the side component with estimated configuration effort and resources!
Salesforce Optimizer App – Key Features
As I mentioned, I was lucky enough to get sneak a peek ahead of the Summer ‘20 release.
How to Enable Salesforce Optimizer
It’s really quick and easy to setup Salesforce Optimizer. There isn’t a package to install instead, it’s enabled from Setup. You require the following permissions to be able to run it: Customize Application, Modify All Data, and Manage Users.
Summary: The Future of Salesforce Optimizer
The Salesforce Optimizer Report is a secret weapon, giving Admins an insight into the performance and general health of their Org. With the Optimizer App coming up in the next release, you will have an interactive way to review and act on the recommendations for maintaining and improving your Salesforce org’s implementation.
What is a field trip in Salesforce?
Field Trip can be installed from the Salesforce AppExchange and allows you (an Administrator or Developer) to measure the usage of fields and determine whether to keep the field or not.
Is Field Footprint discontinued?
Field Footprint was created and maintained by Salesforce Labs it looks like it’s on it’s way to being discontinued as it’s now only available via links. It’s faster than Field Trip but doesn’t necessarily provide as much information.
How many versions of Salesforce can you have?
Salesforce can track many versions of the same file, but not an unlimited number. You can have up to 2,048 versions. If you’re hitting that limit, you’re in a select group indeed.
What is a file posted to a public feed?
Files posted to public feeds that all users in your company can see are considered shared with your company. Like with the feeds themselves, all users in your company can view the file.
Can you make a Salesforce file private?
If a file has been shared with a record, you can also make it private without un-attaching it from the record. If you do so, other users viewing the record won’t see the file even though it’s attached. In Salesforce Lightning, making a file private is a manual process.
Can you upload a new version of Salesforce?
When working with files in Salesforce, you can upload new versions. Salesforce will track all versions of a file for you. When you upload a new version, it actually replaces the previous version as the active file, but all versions are still available if you need them.
Can you connect Salesforce to external file system?
Connect your files to external file systems. Your company may have its own file system. If you want a file accessible both through Salesforce and through an external file system, you can connect it there.
Learning Objectives
Gather Information on Systems
- Have you ever wondered why some organizations appear to be so much more secure than others? To help you answer this question we are going to examine the growing importance of vulnerability assessments in a robust cybersecurity program. This will help you understand the first phase of vulnerability assessment, which is to know your vulnerability footprint. A vulnerability footprint i…
Identify Risks and Threats
- In today’s world, cybersecurity is not a problem to solve but a risk to manage. In order to manage cyber risks, once you’ve identified what assets you have, you need to analyze each one for any associated risks, vulnerabilities, and threats. Many cyberattacks take advantage of basic, often ignored security vulnerabilities, such as poor patch management, weak passwords, or lack of en…
Vulnerability Assessment Terms
- Before we move on, let’s explore some common terminology that you should be familiar with as you map your vulnerability footprint. Common Vulnerabilities and Exposures (CVEs) CVEs are publicly disclosed vulnerabilities identified in software and firmware. Vulnerability assessors can use scanning tools to detect vulnerabilities on systems. Due to the pace with which new vulnera…
Resources
- External Site: MITRE: Common Vulnerabilities and Exposures (CVE)
- External Site: National Institute of Standards and Technology (NIST)’s Security Content Automation Protocol (SCAP)
- External Site: Fortinet: Cybercriminals Are Targeting Your Entire Digital Footprint
- PDF: National Institute of Standards and Technology (NIST): Technical Guide to Information …
- External Site: MITRE: Common Vulnerabilities and Exposures (CVE)
- External Site: National Institute of Standards and Technology (NIST)’s Security Content Automation Protocol (SCAP)
- External Site: Fortinet: Cybercriminals Are Targeting Your Entire Digital Footprint
- PDF: National Institute of Standards and Technology (NIST): Technical Guide to Information Security Testing and Assessment
