Table of Contents
Who is the running user of a Salesforce flow?
The running user of a flow is the user who launched the flow, which can either be the current user or the Automated Process user. The running user determines what a flow that runs in user context can do with Salesforce data. All flows, with the exception of scheduled-triggered flows, will run as the current user.
Why add users to your Salesforce account?
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.
What is user mode in Salesforce?
In User mode, Profile level permissions, field-level security, and sharing rules are applied for the current user. In Salesforce, only standard controllers and anonymous blocks like developer console run in user mode. if this is called from Process Builder (does it depends on with or without sharing is specified on that Class) – System
What is monitor user activity in Salesforce?
Monitoring user activity helps you proactively safeguard your Salesforce org by identifying suspicious actions and addressing them, reducing your technological attack surface. Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring.
What is a running user?
The ‘Running User’ is the user who determine the security settings for which the data in the dashboard will be displayed. There are two types of running user: Run as specified user – When dashboard is running for other users to see all of the users will see the data at the security level of the Running User.
How do I see what users are running in Salesforce?
To select a dashboard’s running user in Salesforce Classic:Edit a dashboard.Click. … Choose a running user setting. … Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. … Click OK.More items…
When you specify a single running user of a dashboard that user?
When you specify a single running user of a dashboard, that user: Determines which data is displayed on the dashboard, due to the user’s security settings.
How do I change the running user of a dashboard in Salesforce lightning?
In order to edit the dashboard to change the running user, type “/e” (without the quotation marks) at the end of the URL in the address bar of your browser. This will put you into “edit” mode of the dashboard, where you can make any changes.
Who can view dashboards in Salesforce?
With the “View My Team’s Dashboards” user permission, the reader can view the dashboard as themself or as anyone beneath them in the role hierarchy. With the “View All Data” user permission, the reader can view the dashboard as anyone. From the Properties window, click Save.
What is dynamic dashboard in Salesforce?
Dynamic Dashboard : A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
How many dashboards can a user subscribe to?
Currently, Users can subscribe to a maximum of 7 reports or dashboards and be notified whenever set conditions are met.
What is the difference between reports and dashboards in Salesforce?
Whereas Salesforce reports are displayed in columns and rows, the dashboard is a visual display of this data. Each component on the dashboard displays data from a single report. No component will display data from multiple reports. However, you can view a Salesforce report with multiple dashboarding tools.
How do I run a dashboard as a user logged in?
Go to your app and start creating a report by clicking on New Report.Select Dashboard as your report type.Add the Filter in the report as – Dashboard running user = Run as logged-in user, let authorised users change running user.Click apply and run report.
What is a dashboard running user?
The running user is the user whose security settings determine the data that’s displayed in the dashboard. Important When you specify the running user, it’s possible to give dashboard readers a broader view of data than they normally have.
How do I remove a running user from a Salesforce dashboard?
To select a dashboard’s running user in Salesforce Classic:Edit a dashboard.Click. … Choose a running user setting. … Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. … Click OK.More items…
What permission is required to set the running user other than you dashboard?
The user must have “View All Data” permission is required to set the running users. Thanks.
Choosing a Running User
Atop the dashboard interface, you will see several buttons and a field box where you can choose how to view your dashboard. If you’ve added several access points, you will have a dropdown button that will open a list to these user profiles. Each will have its own accessibility and security conditions.
Specified Running User
When you run the program as a specified user, you can access more comprehensive internal data provided that the security settings of your chosen profile allows it. This is a great way to allow for private data access for upper management.
Logged-In Running User
You can also choose to run the program as a logged-in user. This is ideal if your dashboard has a more dynamic component. If you provide access to a number of people on the team, each will have his own credentials and must log into the system to access the company dashboard.
What is permission set?
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.
What are Organization-wide defaults and sharing rules?
Organization-wide defaults and sharing rules determine what data is private and what data is shared with other users. These settings come in handy when working across a large team with varying data security needs
System Mode and User Mode in Salesforce
System mode means running apex code by ignoring user’s permissions. User mode means running apex code by respecting user’s permissions and sharing of records. Let’s understand it in more detail.
System Mode
System mode means running apex code by ignoring user’s permissions. For example, if logged in user does not have permission to one object but they will able to access that object.
User Mode
User mode means running apex code by respecting user’s permissions and sharing of records. For example, if logged in user does not access to objector a record, then they will not be able to access that object..
What does it mean when a Salesforce user logs in at odd hours?
Admins can see if a user logs in at odd hours, such as on weekends or late at night, or if they log in from a different IP address, indicating they’re accessing Salesforce from an unexpected location. With this information, you can prevent unauthorized access that could lead to a data breach.
Why is user activity monitoring important in Salesforce?
User activity monitoring – tracking user actions in a digital environment for information security – is critical for protecting sensitive cloud-based data.
Why is it important to change permissions?
Changes in permissions, whether intentional or not, can open your organization to risk if users have broader data access than necessary for their role. Increased access to data may put your organization at risk of being non-compliant and at risk for unwanted user activity.
Can you assess Salesforce performance based on Apex events?
You can also assess performance based on Apex events and Community performance. User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI .
What is Salesforce admin?
A Salesforce Admin best understands how to make the platform work for their company’s goals. Some organizations may employ just one admin; some employ many people in this role. A Salesforce Administrator’s colleagues can rely on them to: Maintain the platform.
How many customers does Salesforce have?
Salesforce helps over 150,000 customers across a myriad of businesses, nonprofits, and institutions to connect with their customers. People around the world rely on our Customer Relationship Management (CRM) platform to keep business running. The Salesforce Administrator in any of these organizations is critical for success.
What companies use Salesforce?
Many companies across industries and of different sizes use Salesforce, including retailers, nonprofits, financial services, healthcare providers, software companies, and businesses that provide a service.
Is there a fee to take Salesforce certification?
After you pass the test, you’re a certified Salesforce administrator, and your career opportunities have expanded. But your learning doesn’t stop there. Maintain your certification on a specific schedule to keep your knowledge, skills, and abilities current.
Can a Salesforce administrator be just one person?
Some organizations may employ just one admin; some employ many people in this role. A Salesforce Administrator’s colleagues can rely on them to: Maintain the platform. Make it as easy as possible for users of any technical level to use Salesforce. Stay updated on the platform’s new tools, capabilities, and updates.
