Does salesforce wav have same visibility

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Table of Contents

What is Salesforce sharing and visibility?

In this post we will talk about Salesforce Sharing and Visibility. The Salesforce sharing model is an essential element in your organization’s ability to provide secure application data access. Therefore, it’s crucial to architect your sharing model correctly to meet your current and future data access requirements.

How do I share records in Salesforce lighting?

Manual sharing You can use manual sharing to give specific other users access to certain types of records. Manual sharing option is not available in Salesforce lighting, so you need to switch to classic, in order to see this button and to share the records with another user.

How to share a custom object in Salesforce apex?

In that case we can use the Apex Sharing. To access sharing programmatically, you must use the share object associated with the standard or custom object for which you want to share. For example, AccountShare is the sharing object for the Account object and for MyCustomObject it should be like MyCustomObject__Share.

What is the difference between conditional field visibility and dynamic screens?

One big change between Dynamic Screens and Conditional Field Visibility is where the customization occurs. For Dynamic Screens, it was at the screen level. For Conditional Field Visibility, it’s handled on the fields themselves.

What if I’m using the conditional requiredness feature in Dynamic Screens?

How can I see my existing Dynamic Screens screen flows in Cloud Flow Designer?

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What is Salesforce voice?

Voice integrates intelligent telephony into Salesforce for a seamless agent experience. Agents can talk with your customers using an intuitive softphone that leverages the power of Amazon Connect, including real-time call transcription.


Can Salesforce record calls?

Record calls with your Salesforce® leads and contacts Automatic call recording doesn’t have to be a hassle. You can record your normal SIM calls without any technical implementation.


How do I listen to a call in Salesforce?

Listen to and Collaborate on Voice Call RecordingsTo view the Voice Call list, open the Voice Calls tab. … Click the Voice Call record for the call that you want to listen to.To listen to the recording, click the Play icon on the Call Audio Player [1].More items…


How do I set up voice cloud service?

Turn On Service Cloud Voice with Amazon ConnectIn Salesforce, from Setup, enter Amazon Setup in the Quick Find box, then select Amazon Setup.Select Turn On Service Cloud Voice.Enter the root email address two times.Click Turn On Voice. … After Voice is turned on, create a password for your AWS account.


How do I record audio in Salesforce?

Record Voice Files in Salesforce Create a custom URL field in Salesforce on the object you are looking to record the voice file on. Name the label. On Formyoula map your audio field to the newly created Audio URL field in Salesforce. The Audio URL will be recorded in Salesforce.More items…


What are different record types in Salesforce?

In NPSP specifically, the Account object comes with two record types: Household Account and Organization. Having these two types of accounts as different record types makes it possible for different fields to be tracked on each.


Does Salesforce have an autodialer?

That means you can call customers and prospects directly from Salesforce, as well as receive calls from new leads. Automate intake, record call data, manage lead info, and automate follow-up for a faster turnaround time when it comes to closing new deals.


What is softphone in Salesforce?

A softphone is a customizable call-control tool that appears to users assigned to a call center. A softphone’s functionality and user interface are determined by the Salesforce admin. Important CTI Toolkit, also known as the Desktop CTI, is retired.


Does Salesforce have auto Dialer?

0:001:28Salesforce Sales Dialer Demo – YouTubeYouTubeStart of suggested clipEnd of suggested clipLightning dialer instantly connects sales reps to prospects. Customers and their data increasingMoreLightning dialer instantly connects sales reps to prospects. Customers and their data increasing valuable conversations and closing deal after deal with calling capabilities directly integrated into


What are some key benefits of service cloud voice?

Benefits of Service Cloud VoiceFocus on providing service instead of navigating across different systems or technologies.Accept phone calls quicker and easier with embedded call control tools (softphones).Spend less time typing notes as call content is automatically captured.More items…


How does cloud voice work?

Cloud-based phone systems work by breaking your voice up into small digital packets that are sent as data over the internet to the recipient of the call. A cloud-based PBX is used to route the call. A traditional phone with a VoIP adapter. The adapters plug into a phone outlet in the wall or directly into your router.


How does cloud Voice Express work?

Cloud Voice Express is a digital line that lets you make and take calls over the internet. This new digital line has the following great new features: Make and receive calls from your business number on your mobile using a new app. Cut down on cold callers – block calls from withheld and specific nuisance numbers.


Make Flow Screens Dynamic with Conditional Visibility

Considerations for Processes That Update Records; Process Builder Value Types; Specify When Your Actions Execute with a Schedule; Sample Process: Printer Management


Conditionally hide field on page layout – Salesforce Developer Community

We have a formula field, GrossBudget__c, that should only be displayed on the layout if a certain condition is true. I don’t want to create a visualforce page to replace the entire standard layout.


What does it mean to have full access to Salesforce records?

Record ownership is at the core of Salesforce’s record access capabilities. It means that. Users have responsibility for the record and its maintenance.


What is Salesforce sharing model?

The Salesforce sharing model is an essential element in your organization’s ability to provide secure application data access. Therefore, it’s crucial to architect your sharing model correctly to meet your current and future data access requirements. In this post, we’ll review data accessibility components, sharing model use cases, and some tips for Salesforce Certified Sharing and Visibility Designer Exam.


How many owners does a record have?

Each record has 1 Owner – a user, queue or territory


Can a private E user modify other records?

Privat e: User will just have the ability to modify his/her own records. No access at all to other records.


Can you share a Salesforce record with another user?

Manual sharing. You can use manual sharing to give specific other users access to certain types of records. Manual sharing option is not available in Salesforce lighting, so you need to switch to classic, in order to see this button and to share the records with another user.


Sharing Model

Your Organization’s sharing model sets the default access that users have to each other’s data. The four sharing models are:


Private

Only the record owner, and users above that role in the Hierarchy, can view, edit, and report on those records.


Public Read Only

All users can view and report on records but not edit them. Only the owner, and users above that role in the hierarchy, can edit those records.


Profiles

A profile defines a User’s permission to perform different functions within Salesforce. Profiles also control the following:


Roles (User Roles)

Every user must be assigned to a role, or their data will not display in Opportunity reports, Forecast rollups, and other displays based on roles.


Record Types

If your Organization uses Record Types, edit it to modify which picklist values are visible. You can also set default picklist values based upon the record type for various Business Units, or Record Uses.


Page layouts

This controls which fields appear in the layout, and their orientation on the page.


What if I’m using the conditional requiredness feature in Dynamic Screens?

At this time, we don’t have conditional requiredness available in Flow Builder. We are planning this functionality for a future release.


How can I see my existing Dynamic Screens screen flows in Cloud Flow Designer?

As of Spring ‘19, all flows open in Flow Builder by default. If you need to view your existing flow in Cloud Flow Designer to replace the conditional functionality, you can do this in the following way:


What if I’m using the conditional requiredness feature in Dynamic Screens?

At this time, we don’t have conditional requiredness available in Flow Builder. We are planning this functionality for a future release.


How can I see my existing Dynamic Screens screen flows in Cloud Flow Designer?

As of Spring ‘19, all flows open in Flow Builder by default. If you need to view your existing flow in Cloud Flow Designer to replace the conditional functionality, you can do this in the following way:

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Overview of Sharing Architecture

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In Nov 2020, We did one sessionwith Gemma on Salesforce Sharing and Visibility. In this post I want to highlight some great tips for Salesforce Certified Sharing and Visibility Designer Exam from that session. Sharing architecture is easily referred to in this handy pyramid that Salesforce provides in its Guide to Sharing Architect…

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Who Sees What in Salesforce

  • You will be presented with many scenarios that assess your ability to understand why a user can or cannot see a specific field/record/object. Ensure that you understand the different tools at your disposal: record types, profiles, roles and role hierarchy, permission sets, manual sharing, programmatic sharing, and groups. Please check our old session on same topic.

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Profiles and Permission Sets

  • Profiles and permission sets provide object-level security by determining what types of data users see and whether they can edit, create, or delete records. For each object, the “View All” and “Modify All” permissions ignore sharing rules and settings, allowing administrators to quickly grant access to records associated with a given object across the organization. Profiles and per…

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Org-Wide Defaults

  • OWD stands for Organization Wide Default (OWD). Organization Wide Default settings are baseline settings in Salesforce specify which records can be accessed by which user and in which mode. These are applied per object (note that objects related via master-detail relationship will inherit the OWD from their parent). There are 3 types: 1. Private: User will just have the ability to …

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Role Hierarchy

  • Role hierarchy settings helps supervisor to see and edit records of their subordinates. We need to set users in roles hierarchy and grant access using hierarchy. 1. Hierarchical structure 2. Owner & those above in the hierarchy have full record access 3. Align hierarchy to your org sharing requirements

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Public Groups

  • Public Group represents a custom group of users defined by an administrator. Users can be added to a public group individually, or based on their assignment to a role (and its subordinates). Once an administrator has created a public group, other users in the organization can use it for security, content, and knowledge.

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Sharing Grants

  • Take an example if USA Sales Team want to share opportunities with the INDIA Sales Teams and VP of Sales. There are a few ways you could share USA Sales Team opportunities with these individuals.

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Account Territories

  • Territory hierarchies are ways you can allocate an account to multiple territories, based on the structure of your sales strategy.

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Further Leaning

  1. Other way to share check gemma blog.
  2. Check full recording

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