Category: Sharing and Visibility

Notes on passing Salesforce Certified Sharing and Visibility Designer

I have cleared Salesforce Sharing and Visibility Designer certification on Jan 11th, 2019 and it helped me to become Salesforce Application Architect.Let me quickly share the Exam Outline:Total Number of Questions: 60 multiple-choice/multiple-select questions.Time: 120 minutesPassing Score: 68%Registration Fee: USD 400; Retake Fee: USD 200Prerequisite: NoneIn this blog post, I will share my notes and experience during the preparation and also during the exam. I hope it will help you in your #JourneyToCTA.To me questions were very straight forward, but very descriptive, which took a lot of time to go through the entire question. Going through the entire question is very important because one single work can totally change your answer. Before I start preparing myself, I have gone through the below blog posts which helped me to create a consolidated list which I am going to share here.How to Prepare For and PASS Sharing and Visibility Designer Exam.Preparing For The Salesforce ‘Sharing and Visibility Designer’ Exam.Salesforce Sharing & Visibility Designer Certification.Ladies Be Architect: Study Group.Below are the topics from where I have received questions:Understanding Profile and Permission DifferenceProfile is user’s base level permission and all users having the same profile will have the same permission. Permission Set is assigned to individual users on top of profiles to extend their visibility.You can set Login Ip, Hour, Session Settings, Password policies in Profiles, where these are not possible in permission sets.Profiles are...

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Sharing Options and User Licenses in Salesforce Communities

While implementing Salesforce Community, identifying the record access requirements is an important steps which we all should do before procuring user licenses or setting up the communities. The reasons why I am telling this are -Sharing options in Communities depends on the type of Community User License (Customer or Partner)Even with the most open user license (Partner), there are few “gotchas” when it comes to sharing in a Community.You need to adjust internal sharing settings to make sure you are not giving unwanted record access to your community users.License TypesSalesforce has a great chart here which compares features between Customer and Partner user license. But I prefer the below picture while deciding the license types.In short, Customer licenses are designed for high-volume applications with any complex sharing requirements. Customer licenses are not having any roles. That is why sharing rules, Apex sharing and manual sharing are not available for Customer licenses.On the other hand, Partner licenses are having access to more object types. For example, if you want community users should have access to Leads, Opportunities, Campaigns, upload contents then you need Partner license. Partner licenses are having roles so sharing options are available.In addition to the above two licenses, Salesforce has Customer Plus license which is kind of middle between Customer and Partner license. So if your requirement is that you want your customers to have full access...

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Salesforce Enterprise Territory Management Cheat Sheet

Sudipta Deb Founder of Technical Potpourri, Co-Founder of Shrey Tech, Enterprise Cloud Architect FacebookXLinkedIn FollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollow This post is the continuation of my study notes for  Sharing and Visibility Designer Architect Certification. Previous post was regarding Salesforce Sharing and Security Cheat Sheet. Enterprise Territory Management is a very important topic and having a clear understanding will definitely going to help in passing the certification as well as implementing it for your own project. Nice To Check Out Salesforce Spring 21 Release Feature Salesforce Certification Notes Salesforce Release Video Tutorials Salesforce Lightning Flow Video Tutorials Important Note Original Territory Management is only available with Customizable Forecast. Enterprise Territory Management works with Collaborative Forecast. It will not work with Customizable Forecast. Territory Group of Accounts and Sales reps who work for those accounts. Territory Type This is the criteria to group territories. Every territory must have one Territory Type, but it will never appear in the Territory Hierarchy Territory Type Priority Helps you to create priorities for your territory type. Territory Model Creates the entire Territory Hierarchy. It allows to create multiple territory hierarchy and test that before activating. Number of territory models depends on the Salesforce edition. Territory Hierarchy Shows the model’s territory structure. You can run assignment rules at the model level or individual territory levels. Your territory hierarchy in active territory model also determines the forecast hierarchy for territory forecast....

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Apex Code to Assign Territories to Opportunities

Assigning Territories to Opportunities can be done manually, but there is an option by which you can automate this process. This blog post is all about writing Apex class to automate the Territory assignment to Opportunity record.Before I start explaining the Apex code, let me explain two important objects -Territory2Type: This represents the category of Territories(Territory2). Every territory must have a Territory2Type. The important field within this object is Priority, which is used in Opportunity filter to assign Territory to Opportunity.ObjectTerritory2Association: This represents the association between Territory and Object record, which is Account. This is available only if Enterprise Territory Management is enabled.The Apex code is written here in the Salesforce Developer’s guide. The logic is as follows -If the Opportunity’s Account record is assigned to no Territory, then Opportunity’s territory2Id field will be null.If the Opportunity’s Account record is assigned to 1 Territory, then Opportunity’s territory2Id field will be assigned to same Territory record.If the Opportunity’s Account record is assigned to more than 1 Territories, then Opportunity’s territory2Id field will be assigned to that territory record which is having highest priority.If multiple territories are having the same priority, then Opportunity’s territory2Id field will null.Once you have the apex class written, you can configure the Opportunity Territory assignment filter by going into Setup -> Territory Settings and there providing the apex class name. The screenshot is given below -Few important...

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