Find Record Data from a Tab From a standard or custom record tab, select a view and click Go!. That action takes you to the list view, filtered by the view you selected.
Full Answer
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.
Should you give your users access to login credentials in Salesforce?
After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
How many user permissions are there in Salesforce?
In Salesforce, more than 170 individual user permissions can be changed, which creates opportunities for users to access data. Changes in permissions, whether intentional or not, can open your organization to risk if users have broader data access than necessary for their role.
How do you measure performance in Salesforce Orgs?
Poor page performance may reveal broken links or 404 errors. 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.
What is record owner in Salesforce?
Record ownership is at the core of Salesforce's record access capabilities, which allow you to specify which users or types of users should be able to access specific records or types of records.
What is associated record owner or sharing in Salesforce?
If the sharing reason states "Associated record owner or sharing," this Account is visible to that User because he or she has read access to a related record (Contact, Opportunity, etc.). Additionally, having Read access to the Account will grant Read access to the Contacts associated to that Account.
How many records can a user own in Salesforce?
By default, an individual User can follow or subscribe to a maximum of 500 records and Users in Chatter.
How do I find record sharing in Salesforce?
Required EditionsIn Salesforce Classic click the Accounts or Opportunities tab.For account records on the Accounts or tab, click All Accounts and click Go.For opportunity records, on the Opportunities or tab, click All Opportunities and click Go.Select the account or opportunity name to view.Click Sharing.More items...
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.
What is owner based sharing rule in Salesforce?
Owner-Based Sharing Rules An owner-based sharing rule opens access to records owned by certain users. For example, a company's sales managers need to see opportunities owned by sales managers in a different region.
How do I change the default record owner in Salesforce?
Click Preferences. Under 'Record Ownership' section, change the default owner to another User....You can navigate to the Force.com Site within Setup.Go to Setup.On the Quick Find Box, type in Sites.Select Sites under Sites and Domains.Click the Site Name.Click Edit.Change the Default Record Owner.Click Save.
How do I query more than 50000 records in Salesforce?
You cannot retrieve more than 50,000 records your SOQL calls in a single context. However, with Batch Apex your logic will be processed in chunks of anywhere from 1 to 200 records in a batch. You'd need to modify your business logic to take the batching into account if necessary.
Who can manually share the records?
Manual Sharing is used to grant one-off access. Manual sharing can be granted by record owner, any one above the owner in role hierarchy and System Administrator.
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.
How do I check OWD in Salesforce?
Setting owd in SalesforceIn Setup, use the Quick Find box to find Sharing Settings.Click Edit in the Organization-Wide Defaults area.For each object, select the default access you want to give everyone.More items...•
Which object is there to find if the current user has access to a record without querying?
The object is appropriately called UserRecordAccess and provides a comprehensive summary of a user's given access to a particular record.
Find Records Owned by Inactive User
So, you fired that lazy salesperson, but now you need to find all the SFDC Org Account and/or Opportunity Records owned by that pipsqueak to tidy up their mess... Yeh, I support that decision. Here's a custom field for that:
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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 .
