In the Microsoft Access – Connect to Salesforce dialog box, do the following: Enter a username and password in the Username and Password boxes. Enter a security token in the Security Token box.
Table of Contents
Should you give your users access to login credentials in Salesforce?
After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
What are user permissions in Salesforce?
User permissions specify what tasks users can perform and what features users can access. For example, users with the “View Setup and Configuration” permission can view Setup pages, and users with the “API Enabled” permission can access any Salesforce API.
How do I Connect Microsoft Access to Salesforce?
In the Microsoft Access – Connect to Salesforce dialog box, do the following: Enter a username and password in the Username and Password boxes. Enter a security token in the Security Token box. Optionally, enter one or more connection parameters in the Additional Connection String Parameters box. For more information, see Connection Parameters.
What information do I need to connect to Salesforce?
Identify necessary connection information, including a username, password, and token. You must enter a security token, which is a case-sensitive alphanumeric code, if you try to access Salesforce from an Internet Protocol (IP) address that’s outside your company’s trusted IP range. For more information, see Reset Your Security Token.
How do I give someone access to my Salesforce app?
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 Agent Console in Salesforce?
The Agent Console is simply a tab labeled ‘Console’ which is available in the standard app in classic mode to Salesforce customers who signed up prior to Spring ’15. The Agent Console or Console tab makes it easier to find related information with less switching between pages.
How do I access Salesforce knowledge?
Note To do more than read articles, agents need the Knowledge User license.From Setup, enter Users in the Quick Find box, then select Users.Click Edit next to the user’s name, or click New to create a user.If you’re creating a user, complete all the required fields.Select Knowledge User.Click Save.
How do I give Lightning access to a user?
Enabling lightning experience for the users:Create a new permission set.Go to System >System Permissions > Edit.Edit properties in the new permission set.Enable to checkbox against Lightning Experience User.Click Save.Add users to this permission set using the Manage Assignments option on the permission set.
What is an agent console?
The Agent Console is the out-of-the-box solution by Salesforce introduced in 2013, to view and edit multiple records in single support console. It includes: Tabbed Environment via Primary and Secondary Tabs. Access to Live Agent. Knowledge Integration.
What is the difference between service and service console in Salesforce?
Service Cloud is your whole Salesforce instance / org. Service Console is just one of the Apps in your Service Cloud. You can access Service console from Apps. It is a tab-based workspace that lets you manage multiple records on a single screen.
How do I make my Salesforce knowledge public?
In Object manager -> Knowledge -> Page layouts -> choose the layout you use and add a field “Visible in Public KB” and during the article creatiion, you have to check it and it’s done. Also, you can add a field “Visible to Customer” just for sure. So, your KB will be public without any issues. Have a nice day!
What is knowledge user in Salesforce?
The Knowledge User is a feature license, so it’s on user basis. To set up the knowledge base for org, you will have to enable the knowledge base through setup. But to have User access to knowledge, you have to check the Knowledge User checkbox on user record.
Does Salesforce have a knowledge base?
Your Salesforce Knowledge base is built from knowledge articles, which are documents of information. Articles can include information on process, like how to reset your product to its defaults, or frequently asked questions, like how much storage your product supports.
How do I give someone access to the lightning component in Salesforce?
Granting Users Access to Your Coveo Lightning ComponentsLog in to your Salesforce organization using an Administrator account.On the User menu in the upper-right corner, click. … Make the Coveo Lightning components fields available to your desired profiles: … Allow your users access to the Coveo Lightning settings:More items…
How do I give someone access to my Salesforce dashboard?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
How do I access Salesforce lightning?
From Setup in Salesforce Classic, click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. Select the Roll Out phase. Click Launch Lightning Experience to expand the stage. Click Switch Users next to Make Lightning Experience the default interface.
What is a permission set in a profile?
In Profiles? In Permission Sets? Use profiles and permission sets to grant access but not to deny access. Permission granted from either a profile or permission set is honored. For example, if Transfer Record isn’t enabled in a profile but is enabled in a permission set, she can transfer records regardless of whether she owns them.
Can a user have multiple permissions?
Every user is assigned only one profile, but can also have multiple permission sets. When determining access for your users, use profiles to assign the minimum permissions and access settings for specific groups of users. Then use permission sets to grant more permissions as needed. This table shows the types of permissions …
Why do agents use the Service Console?
Agents use the console to review captured customer data from a variety of channels, and they use the data to answer customers’ questions, on any channel. A standard, preconfigured Service Console makes life easier for agents by putting the most important information on one page, which minimizes clicks and scrolling.
What can admins customize?
Your admin can customize many aspects of a console app, including logo, color, layout, sidebar components, third-party integrations, and more. The console you see here may not resemble your console.
Create a training strategy
Conducting training virtually is a new struggle for service leaders due to difficulties in communication and engagement. That’s why it’s so important to create a training strategy. For managers, focus on how to effectively manage remote teams. Train agents on collaboration, communication, and wellness and reinforce soft skills.
Upskill and cross-skill your team
The new normal means new ways of working. Upskill and cross-skill your team. Train agents to become Salesforce admins so that they can assist with processes and change workflows. If your mobile workers face restrictions entering customers’ homes, offer industry certifications in the interim.
Empower the larger team
Team camaraderie is more important than ever. Lead with empathy. Encourage your service team to send appreciation, give virtual shout-outs, and check in with each other. When one person does it, the effort snowballs. Some service leaders are even running contests to boost morale.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
What is Salesforce information sharing?
Salesforce gives an adaptable, layered information-sharing structure that permits you to uncover various informational indexes to various arrangements of clients, so clients can carry out their responsibility without seeing information they don’t have to see. Use consent sets and profiles to indicate the items and fields clients can get to. Use association-wide sharing settings, client jobs, sharing standards to indicate the individual records that clients can see and alter.
What is article level security?
Article level security —or item consents—give the bluntest approach to control information. Utilizing object authorizations you can keep a client from seeing, making, altering, or erasing any example of a specific kind of article, for example, a lead or opportunity. Item consents let you conceal entire tabs and articles from specific clients, so they don’t have a clue about that kind of information exists.
What happens when you link to data in Salesforce?
When you link to data, Access creates a two-way connection that synchronizes changes to data in Access and Salesforce. When you import data, Access creates a one-time, copy of the data, and so changes to data in either Access or Salesforce are not synchronized.
How many fields can Access have?
Access does not support more than 255 fields in a table, so Access links or imports only the first 255 columns. Determine the total amount of data being imported. The maximum size of an Access database is two gigabytes, minus the space needed for system objects.
What is a Broker portal? And How does it Work?
A broker portal is a configurable self-service portal that gives insurance agents/brokers the power to acquire more clients by managing client acquisitions and entire business operations from a centralized solution.
Benefits of Salesforce Broker Portal
Competitive edge, efficiency in business operations, and customer satisfaction are the key highlights of the Salesforce broker portal.
Robust Solution
With its features and services, Salesforce allows businesses to connect with their customers, clients, agents, and more in a better way. Using it, businesses can track customer activity, community discussions and manage analytics from anywhere with accuracy.
Features of Salesforce Insurance Portal
Insurance portals have various features such as quote submission, policy management, sales and marketing apps, analytics capabilities, security, etc. Here’s more about them:
CRMJetty – Your Salesforce Broker Portal Partner
CRMJetty is a hub of innovative portal solutions. We have 14+ years of experience in portal development and can help you build a custom solution tailored for your business.
Learning Objectives
See more on trailhead.salesforce.com
What Is The Service Cloud Experience For Agents?
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Ursa Major Solar is in the process of rolling out its new Service Cloud implementation to its service agents. To prepare for a successful adoption of Service Cloud at its contact center in Phoenix, Arizona, Ryan De Lyon is tasked with training his team of agents. The training is simple: Explain to agents how they can use and experience Service Cloud to deliver incredible customer …
Service Cloud Benefits For Agents
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Along with the benefits already mentioned about Service Cloud for agents, Ryan points out these perks to his team. After learning about all of these benefits for agents, Ada Balewa, service agent extraordinaire, lets Ryan know that she is ready to log in to the console and take it for a test drive.
Resources
- Trailhead: Service Cloud Agent Productivity
- Trailhead:Service Cloud for Lightning Experience
- Salesforce Help:Lightning Service Console