Firstly, you need to be authorized via a bearer token, which works just fine. But secondly, one needs to be whitelisted (IP or URL) in their system. We already figured out that Salesforce sends all HTTP requests over the same server, so the other system doesn't see our production/sandbox URL.
Full Answer
How do you manage blind or low vision users in Salesforce?
As not all blind or low vision users in your organization will be performing the same work, it is important to understand how people with these disabilities will be using Salesforce. Talk to your users with disabilities. Gain an understanding for how they work so you can configure Salesforce to be efficient given their workflow and disability.
How does Salesforce support users with disabilities?
This is even more important for users with disabilities. Users who are blind use an assistive technology tool called a screen reader to interact with Salesforce. Screen readers turn text on a page into synthesized speech. They can also describe interactive objects on a page such as form fields, tabsets, menus, and comboboxes.
Why is accessibility important to Salesforce admins?
Accessibility is important to us here at Salesforce, and our team is dedicated to building the platform so that it is accessible to everyone regardless of their abilities. That means we are often asked what Admins can do to configure more accessible Salesforce apps.
Who are Lee White and Jesse Hausler at Salesforce?
Lee White is an Accessibility Engineer at Salesforce. They focus on the Admin Experience. Jesse Hausler is the Principal Accessibility Specialist at Salesforce, where he educates people about Universal Design as a way to achieve access for all users.
How do I restrict tab visibility in Salesforce?
In Salesforce ClassicClick Setup | Administration Setup | Manage Users | Profiles.Select the desired tab from the selected tabs or available tabs list.Click Remove or Add to move the tab to the available tabs list or selected tabs list.Click Save.
How do I make an app visible in Salesforce?
To specify app visibility:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.Depending on which user interface you're using, do one of the following: ... Select one default app. ... Select Visible for any other apps you want to make visible.
How do I conditionally hide a field in Salesforce?
You need to overwrite the standard detail page with custom visualforce page, where you can show/hide the field on custom logic in script. Hope this helps.
How do I view hidden fields in Salesforce?
Review the field's Field Level Security settings. Hover over 'Hidden' and either field is hidden because of page layout or field is hidden because of Field Level Security appear.
How do you make an app visible in lightning?
From the Home tab in Setup, enter App in the Quick Find box, then select App Manager. Click New Lightning App. In the Lightning App Wizard, create an app with these parameters.
How do I give a profile access to an app in Salesforce?
To assign apps:From Setup, in the Quick Find box, enter Permission Sets , and then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Assigned Apps.Click Edit.To assign apps, select them from the Available Apps list and click Add. ... Click Save.
What is conditional visibility in Salesforce?
Conditional Visibility allows you to specify when you want a particular page component to be visible. We can use this to customise our pages to make information appear when it is relevant to the business process, and be hidden when not, so that we can keep the page as simple and concise for our users as possible.
How do I create a conditional field in Salesforce?
Create validation rule in Salesforce ClassicClick Setup.Click Customize | [the object you need to modify] | Validation Rules.Click New.Enter the Validation Rule name.Set the Validation Formula as per the suggestion above, feel free to adapt to your needs.Set the error message that the User will receive.More items...
How do I hide a formula field in Salesforce?
Salesforce doesn't allow you to conditionally hide or display fields on page layouts. You cannot use any configuration (like formula fields) to accomplish that.
How do I hide a field for a profile in Salesforce?
1:424:57Salesforce Lightning - Hiding Sensitive Fields - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd what we're going to see is that there's lots of information that we can can work with here. ButMoreAnd what we're going to see is that there's lots of information that we can can work with here. But specifically what I want to do is to go after the the settings the field level security settings.
How do I hide an object in Salesforce?
Direct way to do this is go to profile > click edit and un-check object access (read/create/edit/delete/view all/Modify all) and that object won't be visible to that profile.
How do I mask a field in Salesforce?
Follow the steps to create a new masking configuration:From the list of all standard and custom objects in your production org, select any objects that contain sensitive data that you want to mask. ... For each selected object, configure the masking rules for each of its fields. ... Click Save.
How to help low vision users?
To help low vision users, repeat the same steps in Lightning App Builder as for screen reader users, except use the Accordion component in the Lightning App Builder and drag the components inside the various sections. For both blind and low vision users, it is helpful to make the layout of the components across objects consistent.
What is hidden tabs?
Instead, there is a hidden ‘Tabs’ header that alerts the user to the existence of tabset, and the user is supposed to know that they have to navigate to that header, navigate to the set of tabs, and activate a new tab to reveal more content. Here is a layout that is optimized for screen reader users.
Identifying Groups of Users Within Groups of Users
Creating Profiles
Changes to The Page Layouts
- There are two places we can help make record pages more efficient for our blind and low vision users: Object Page Layouts and Lightning Record Pages. First, let’s update the object page layouts. We’ll use Opportunities as an example. 1. Go to Page Layouts for the Opportunity object under the Object Manager. 2. Create a new page layout and select an Existing Page Layout to cl…
Blind Users
- The biggest advice for blind users is to not use Tabs or Accordions in page layouts in the Lightning App Builder. Instead of placing different components in adjacent tabs, just stack them on top of each other. As we discussed earlier, screen reader users often navigate using headings. When components are placed in Tabs, their contents and headings are hidden from the screen r…
Low Vision Users
- Unlike screen reader users, the biggest advice for low vision users is to put all of the content in one accordion in one column of the page. Also, add an extra accordion section at the top that defaults to open, so that none of the components are initially visible. Low vision users frequently use tools to zoom in their screen up to 800%, so reducin...
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