How can a user get access to an account in Salesforce?
The user can get access to account to all possible ways that salesforce can provide (Sharing rules, Role Hierharchies, Record Ownership, Account Team etc...). I looked around on AccountShare object, GroupMember, UserRecordAcess, Role object. but could not really connect all the dots together to come up with logic to accomplish this.
What is Salesforce user sync and how does it work?
When Salesforce User Sync has been enabled, we are able to transfer user management to a singular instance – Salesforce. This simply means that when creating new users, this will be done in Salesforce, rather than either org, allowing for a simplified and streamlined approach for user management.
What is user profile in Salesforce?
Users in Salesforce are assigned profiles based on different levels of access to objects, data and administrative permissions within the system.
How do you connect data between two Salesforce instances?
Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API. You can even seamlessly connect data between your Salesforce instances, no coding required.
See more
How to clone a Salesforce account?
1. Simply head to Salesforce Setup | Profiles. 2. Choose the Identity User profile to clone (this already has the Identity User Licence) 3. Enter the name of the Profile e.g Identity User – Admin. 4. Save. Repeat this for the other custom profiles.
How to sync Salesforce with Pardot?
1. Head to Connectors (Under Pardot Settings in Pardot Lightning and Administration in pi.Pardot) and click the cog on the Salesforce connector. 2. Click ‘Edit Settings’. 3. Once there, you will need to click on the ‘User Sync’ tab (as shown in the screenshot below).
Find list of users synced from On-Premises AD
Run the following command to retrieve all Azure AD users that are synced from AD.
List cloud-only users
Run the following command to retrieve a list of cloud-only users (or non-synced users).
Find synchronized users with MSOnline Powershell module
Alternatively, we can use the Get-MsolUser cmdlet to list synchronized users. The below command retrieves the list of users that are synced from On-Premises AD.
Salesforce Connect
Tightly integrate external data sources into your apps, giving employees a unified customer view, on any device. Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API.
External Services Wizard
Easily connect your Salesforce org to the external service of your choice using the External Service Wizard. Just supply some basic information, like the name of the service and its schema endpoint, and then the service will be available in Salesforce. Once connected, you can use drag-and-drop tools to add the service to an app.
Heroku Connect
Heroku Connect automatically synchronizes data between Heroku and your other Salesforce services, including the Lightning Platform. With Heroku Connect, your productivity apps built on Lightning can use services built on Heroku to deliver elasticity, data consolidation, and complex custom app architectures.
Platform Events and Change Data Capture
Our powerful events engine allows you to publish and subscribe to event streams that can be embedded into workflows inside Salesforce, as well as replicate data changes to downstream systems.
AppExchange
Not yet ready to build your own integration? Find pre-integrated apps on AppExchange. These partner apps offer connections into leading enterprise software systems. With millions of installs and reviews from other customers, you can find the app that matches your business needs best.
Multiple data sources? No problem
Learn how Salesforce enables organizations to build a unified view of their customers by uniting external and internal data across applications.
Data Integration from Salesforce
The Lightning Platform is unified and connected with robust APIs and services ready for data integration and system integration of back-office systems, communities, and more.
