Required Editions and User Permissions.
- From Setup, in the Quick Find box, enter API Access Control, and select API Access Control.
- Click Edit, and select For customers and partners, limit API access to only installed connected apps.
- To allow users of Visualforce pages to override this limitation and access APIs, select Allow Visualforce pages to access APIs.
- Save your changes.
- From Setup, in the Quick Find box, enter OAuth, then select Connected Apps OAuth Usage.
- For the allowlisted connected app, click Block.
- For the allowlisted connected app, click Unblock.
How do I restrict access in Salesforce?
Restrict Data Access with Field-Level Security, Permission Sets, and Sharing SettingsFrom Setup, enter Permission Sets in the Quick Find box, and select Permission Sets.Click New, and enter the details. ... Click Save.Click Assigned Apps in the Apps section, then click Edit.More items...
How do I disable partner portal in Salesforce?
In the page layout editor, click Mobile & Lightning Actions. (You may need to click the wrench first to override customizations in the Lightning & Mobile Actions section.) Drag the Enable as Partner and Disable Partner Account buttons to the Salesforce Mobile and Lightning Experience Actions section. Click Quick Save.
How do I disable partner user?
Roles and groups associated with the account are permanently deleted and not moved to the Recycle Bin.Go to the account detail page for the account you want to disable.Click Manage External Account, then click Disable Partner Account.Click OK to confirm. Warning.
How do I restrict access to queue in Salesforce?
To manage Queues, a user needs Read on Queues....From Setup, in the Quick Find box, enter Sharing , then click Sharing Settings.Next to Organization-Wide Defaults, click Edit.In the Default Internal Access column, select Private for the Location object.Save your changes.
How do I disable portal user?
Go to Custom Permissions, click Edit, select the “Ability to Deactivate a Portal User” and click on the Add button and Save....Assign the Ability to Deactivate a Portal user to the test business user.Navigate to a contact record with a community user.Click on the Deactivate User Account button.More items...•
How do I enable partner user?
Create Partner UsersView the partner account contact you want to convert to a partner user.On the contact detail page, click Manage External User and choose Enable Partner User. ... Edit the user record for this partner and assign a partner license, role, and profile. ... Click Save.
How do I disable a user in Salesforce?
From Setup, in the Quick Find box, enter Users , then select Users. Click Edit next to a user's name. Deselect the Active checkbox, and then click Save.
How do I give access to my partner center?
From the Settings gear icon at the top right of the Partner Center dashboard, select Account settings and then User management. Select Create a new user. Enter the user's full name and unique email address.
How do I disable a community user in Salesforce?
Community users should be deactivated by navigating to the Contact Record. Click Manage External User. Select Disable Customer User.
Can we use queue for sharing setting?
Queues help you prioritize, distribute, and assign records to teams who share workloads. Queue members and users higher in a role hierarchy can access queues from list views and take ownership of records in a queue. Use queues to route lead, order, case, and custom object records to a group.
Where can I use Restrictions Rules?
With traditional sharing methods, you could open up access to records within the system, but there were some considerations with this method.
General Considerations
Restriction Rules are currently only available for Custom Objects, Contracts, Events, Tasks, Time Sheets and Time Sheet Entries.
Summary
Restriction Rules are a great feature. However, there are still a few obstacles to overcome to make these a viable option for all types of sharing problems.
Multi-Factor Authentication for User Interface Logins
For each profile, you can require users to provide an identity verification method in addition to their username and password when they log in via the user interface. (Note that multi-factor authentication was previously called two-factor authentication.) See Enable MFA with Session Security Levels.
Multi-Factor Authentication for API Logins
For each profile, you can require a verification code, also called a time-based one-time password, or TOTP. Users with the Multi-Factor Authentication for API Logins permission use a verification code instead of the standard security token whenever it’s requested, such as when resetting the account’s password.
Login IP Address Ranges
For Enterprise, Performance, Unlimited, Developer, and Database.com editions, you can set the Login IP Range addresses from which users can log in on an individual profile. Users outside the login IP range can’t access your Salesforce org.
Login IP Address Range Enforcement for All Access Requests
You can enforce IP address restrictions for each page request, including requests from client apps. To enable this option, from Setup, enter Session Settings in the Quick Find box, select Session Settings, and then select Enforce login IP ranges on every request. This option affects all user profiles that have login IP restrictions.
Org-Wide Trusted IP Ranges
For all users, you can set a list of IP address ranges from which they can always log in without receiving a login challenge. These users can log in to your org after they provide the additional verification. See Set Trusted IP Ranges for Your Organization.
Where Can I Use Restrictions Rules?
- With traditional sharing methods, you could open up access to records within the system, but there were some considerations with this method. If you have a Custom Object as the child in a master-detail relationship, its access defaults to ‘Controlled by Parent’. This means if a user can see the parent record, they can see the child record. Restrict...
General Considerations
- Restriction Rules are currently only available for Custom Objects, Contracts, Events, Tasks, Time Sheets and Time Sheet Entries.
Summary
- Restriction Rules are a great feature. However, there are still a few obstacles to overcome to make these a viable option for all types of sharing problems. Be sure to test these thoroughly in a sandbox before making anything live in production and use criteria to ensure a user is only influenced by one rule per object to avoid any conflicts. Fingers crossed Salesforce increases th…
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