I'm not going to write all the code for you, but here are the steps you would need to take: 1. Loop through the Contracts that are causing the trigger to run. (Trigger.new) 2. Put all of their account id's in a list. 3. Query all Contracts where who's AccountId's are in the list from step 2, and that are still active.
Full Answer
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 can you learn from your Salesforce user activity?
If you’ve examined this data, you’ve monitored user activity. 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.
How do I find a user's Salesforce ID?
https://<YourInstanceOrMyDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F 00530000003xqAb %3Fnoredirect%3D1%26isUserEntityOverride%3D1 In each URL above, the User's Salesforce ID is 00530000003xqAb Navigate to the User's Profile. For instructions, see our Manage Profile Lists documentation.
What can user activity monitoring insights tell us about Salesforce users?
User activity monitoring insights can also reveal how users interact with Salesforce. Usage and adoption are critical for users to leverage Salesforce to its fullest and monitoring certain actions can reveal if your team is fully utilizing the CRM.
How do I list all active users in Salesforce?
In the user list, you can view and manage all users in your org, partner portal, and Salesforce Customer Portal.
How do I view all accounts in Salesforce?
My guess is that you may all ready have a List view labelled All Accounts, you will need to click Account Tab, Under the View Drop Down see if you have a List view labelled All Accounts and Click on Go.
How do I know if my Salesforce account is active?
From the account record, click Clean to open the comparison page.If the account is inactive, click Report as Inactive.Click Save. ... If an account has been reported as inactive, but the company remains in business, you can clean its record again. ... Click Report as Active.
Why can't I see all accounts in Salesforce?
If Users (other than System Administrators) are unable to filter by All Accounts while creating new or accessing existing "Contacts & Accounts" reports, it's likely because the "Account Name" field for the Contact object is not visible to their User Profile via Field-Level Security.
What is view all in Salesforce?
When you grant “View All” or “Modify All” for an object on a profile or permission set, you grant any associated users access to all records of that object regardless of the sharing and security settings.
How do I find my accounts in Salesforce?
You can manage your account in Salesforce by clicking the Setup gear in the top right corner and selecting Your Account (Lightning Experience), or Log into Your Account. You can also find Your Account in the App Launcher.
What are Salesforce person accounts?
Person accounts store information about individual people by combining certain account and contact fields into one record. Business Contact Sharing for Orgs That Use Person Accounts. Orgs that use person accounts can modify the Organization-Wide Sharing Default for Contacts.
How do I make an account inactive in Salesforce?
From the account record, click Clean to open the comparison page. If the account is inactive, click Report as Inactive. Click Save.
What is the difference between person account and account in Salesforce?
Salesforce accounts are business accounts which stores companies/organization information. Person accounts are used to store information about individual consumers.
How do I enable list view controls?
Actions you can take for list views are available in the List View Controls menu .Under List View Controls, select New. ... Give your list a name and unique API name.Choose who can see this list view: just you, or all users, including Partner and Customer Portal users.Click Save.More items...
How do I enable list view controls in Salesforce?
Create a List ViewFrom the App Launcher, find and select the Sales app and select the Accounts tab.From the list view controls ( ), select New.Name the list Channel Customers .Select All users can see this list view.Click Save. ... Click Add Filter.From the Field dropdown menu, select Type.Select the equals operator.More items...
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 Salesforce monitoring?
Salesforce admins can utilize user activity monitoring to gain deeper visibility into the health of their Salesforce org, covering four critical areas: security, compliance, usage and adoption, and performance . With these insights, you can analyze your workforce, make adjustments to boost performance, and take Salesforce from a simple tool to a beacon of productivity, trust, and success.
How many user permissions can be changed 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. Increased access to data may put your organization at risk ...
Why Does User Activity Monitoring Matter?
Instead, the motivation behind monitoring user actions for information security purposes is to manage permissions, mitigate risk, improve user experience, and create a more secure environment for mission-critical data. The average cost per stolen record in a data breach is $150 – and that’s before factoring in the expense of lost trust and legal or regulatory fines.
What is set up audit trail?
If you’ve entered Setup Audit Trail to see the log of administrative actions occurring in your Salesforce org, you’ve engaged in user activity monitoring. Setup Audit Trail provides a log of user-generated actions – such as new fields created or permissions changed – to identify who made the changes, when, and from where. Monitoring user activity helps you proactively safeguard your Salesforce org by identifying suspicious actions and addressing them, reducing your technological attack surface.
Why is Event Monitoring important in Salesforce?
Enabling Event Monitoring in Salesforce can streamline and optimize your Salesforce usage. As long as you use a visibility tool to digest the raw Event Monitoring log data, you’ll be able to monitor and address user activity concerns for security, usage and adoption, performance, and compliance with ease.
Why do companies like Facebook suffer financially?
You may have seen companies like Facebook, Google, and Equifax suffer financially due to data breaches. Many breaches are caused by insiders, whether maliciously or unintentionally. In fact, the 2019 Cost of a Data Breach Report showed that organization insiders cause more than half of all breaches.
Can admins see if a 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.
What does it mean to assign the right profiles, roles, and data access?
Assigning the right profiles, roles, and data access means you will have more flexibility in the future. Consider a comprehensive user management strategy that incorporates these best practices.
What is a sysadmin profile?
Standard User. The SysAdmin has access to setup and all objects, as they are the ones maintaining the platform. You can create custom profiles with fine-tuned access for different teams.
