Manage Custom Permissions From Setup, enter Custom Permissionsin the Quick Findbox, then select Custom Permissions. Click Editnext to the permission to change.
- From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
- Select or create a permission set, and then open System Permissions.
- Based on your user license, update the permission set.
What are the user permissions available for the Salesforce API?
For example, users with the “View Setup and Configuration” permission can view Setup pages, and users with the “API Enabled” permission can access any Salesforce API. The user permissions available vary according to which edition you have.
How do I change the permission information for custom permissions?
From Setup, enter Custom Permissions in the Quick Find box, then select Custom Permissions. Click Edit next to the permission to change. Edit the permission information as needed. Description —optionally, a description that explains what functions the permission grants access to, such as “Approve time-off requests.” Click Save.
What is a permission set in accessa?
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles.
Where do I find permissions in Microsoft Dynamics CRM?
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 do I change the activity timeline in Salesforce?
Activity Timeline in the Salesforce Mobile App You can choose to disable Activity Timeline on the app for all users by adding a connected app custom attribute. In Setup, enter Connected Apps in the Quick Find box, select Manage Connected Apps, then click the name of the connected app you want to modify.
How do I add activity history in Salesforce?
In Salesforce.com, click Setup. In the Build section, click Customize > Activities. Make sure you click just the “Activities” link--don't click the drop-down beneath “Activities”. On the Activities page, click Add a custom field to activities.
How do I see my activity history in Salesforce?
Approach-1. Click on setup and search for Lightning Experience Transition Assistant. Under Configure the activities view on record Pages, You will see two option named as Related List and Activity Timeline. Its time to choose what you want.
How do I see activity history in Salesforce lightning?
In Lightning Experience when users view standard Lightning pages for the Case or Asset object's records, the "Open Activities" and "Activity History" related lists and related list quick links are available by default.
How do I add activity to Salesforce lightning?
When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Log a Call, New Task, etc.). You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions.
How do I track user activity in Salesforce?
Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities.
Which activities can you view in the activity timeline in Salesforce?
The activity timeline is supported for accounts, cases, claims, contacts, contracts, insurance policies, leads, opportunities, and activity-enabled custom objects.
Visualforce
Write up a page that allows deletion of a specified task. Works the same as above, but uses Visualforce instead of JavaScript.
Trigger
You can actually delete a record in a trigger using "after update". Just make a custom checkbox and have the trigger delete the record when checked. Users will only be able to delete tasks they can edit using this method.
