once you click on Account from leftside of Salesforce1 App, you will have screen with recent item(RecentAccount) with purple folder icon. click on it, it will display My account & All Account view. But you can’t access custom view.
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How can a user get access to an account in Salesforce?
The user can get access to account to all possible ways that salesforce can provide (Sharing rules, Role Hierharchies, Record Ownership, Account Team etc…). I looked around on AccountShare object, GroupMember, UserRecordAcess, Role object. but could not really connect all the dots together to come up with logic to accomplish this.
How to display account records in Visualforce page?
You can use the standard controller to display the records in your visualforce page. Note Standard controller will run in user mode, if you the user don’t have access to the account record then user won’t view that record in your visualforce page. Thanks! but how can i show all the contacts once i clicked an account name on the table?
How do I view all users in an organization?
View All Users is available if your organization has User Sharing, which controls user visibility in the organization. To learn about User Sharing, see User Sharing.
What is the use of Visualforce in Salesforce?
Visualforce : Visualforce page to display all the acocunt record and its contact record. For the partical page refresh we used rerender concept in the visualforce page You can use the standard controller to display the records in your visualforce page.
Why can’t I see all accounts in Salesforce?
If Users (other than System Administrators) are unable to filter by All Accounts while creating new or accessing existing “Contacts & Accounts” reports, it’s likely because the “Account Name” field for the Contact object is not visible to their User Profile via Field-Level Security.
How do I access accounts in Salesforce?
In Salesforce Classic, click Sharing on the account detail page, then click Expand List to see all users who have access. Click Why? next to the user’s name.
How do I create a list of accounts in Salesforce?
Create a New List ViewClick the App Launcher. and select Sales.Click the Accounts tab.Click the List View icon. for List View Controls.Select New.Complete the New List View section. List Name: Energy and Biotech Accounts. Who sees this list view: All users see this list view.Click Save.
How do I know how many accounts I have in Salesforce?
You can just use a SOQL query to find the number of account records in an apex trigger and update it on an account field. integer count = [select count() from account]; system.
Where are users in Salesforce?
In the user list, you can view and manage all users in your org, partner portal, and Salesforce Customer Portal. To enable specific Salesforce functionality for your users, you must choose one user license for each user.
How do I switch users in Salesforce?
To change user details—such as a user’s profile, role, or contact information—edit the user account….From Setup, enter Users in the Quick Find box, then select Users.Click Edit next to a user’s name.Change the settings as needed.Click Save.
How do I find my list of accounts?
Go to Gateway of Tally > Display > List of Accounts . You can Drill down to a ledger name to alter its details by pressing enter. At the highest level, accounts are classified into Capital or Revenue – and more specifically into Assets, Liabilities, Income and Expenditure.
How do I open list view in Salesforce?
Create a Custom List View in Salesforce ClassicClick Create New View at the top of any list page or in the Views section of any tab home page. … Enter the view name. … Enter a unique view name. … Specify your filter criteria. … Select the fields you want to display on the list view. … Click Save.
How do I create a list of accounts in Salesforce lightning?
Create a List ViewFrom the App Launcher, find and select the Sales app and select the Accounts tab.From the list view controls ( ), select New.Name the list Channel Customers .Select All users can see this list view.Click Save. … Click Add Filter.From the Field dropdown menu, select Type.Select the equals operator.More items…
How do I find a list of contacts in Salesforce?
To view your current lists:Log into your Salesforce account.Select the Contacts or Leads tab.Use the View drop-down menu to select a list.Click “Go” to see the contact list and fields for the selected view.
How do I find the number of records in a Salesforce object?
1) Open the Developer Console, In Query Editor & execute simple query as “SELECT id FROM Acccount”, you will get the number of record in Query Results. Integer count = SELECT count() FROM ObjectName; Check count you will get number of records from object, Happy coding!!
What is related contacts in Salesforce?
Required Editions These secondary account-contact relationships are indirect. Contacts to Multiple Accounts works with person accounts. That means a person account can be either a related contact on a business account or a related account on a contact.
What is your account app in Salesforce?
In the Your Account app, you can review and download invoices and credit memos. Ask product questions, manage billing, get technical support, and send us feedback, all from the Your Account app. Find these contact options on the app’s home page.
Can we access Salesforce database?
You can link to or import data from Salesforce, which is a customer relationship management (CRM), cloud-based business solution. For more information, see Salesforce.com. When you link to data, Access creates a two-way connection that synchronizes changes to data in Access and Salesforce.
How do I set up access in Salesforce?
To view permissions and their descriptions, from Setup, enter Permission Sets in the Quick Find box, then select Permission Sets, then select or create a permission set. Then from the Permission Set Overview page, click App Permissions or System Permissions.
What is your account in Salesforce?
The Your Account app allows Salesforce customers to add products and licenses, manage contracts, view and download invoices, and get account support, all from within their org.