WebOct 26, 2024 · 1 Answer for your first question (For non public folder dashboards) Go to that dashboard stored dashboard Folder >> Click Share option then you can mention the user / Role / Roles and internal subordinates options to share the dashboard into other users with access as View, Editor and Manager. Answer for your Second question WebFeb 10, 2024 · Permission Sets and Permission Set Groups are an exciting technology that can revolutionize Org management. This blog has covered these capabilities that are available and some of the best practices to take advantage of them. By the way, Metazoa provides a free report on the AppExchange that can help Admins visualize the …
Analyze, Report, and Manage Permissions with the
WebData Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection. When exporting data, it outputs CSV files. WebApr 19, 2024 · A permission set is the best way to make sure users have access to what they need in order to complete a specific task. For example, let’s look at #AwesomeAdmin Brenda Glasser, Salesforce Architect at Ripple, who has done a great job with her permission and user access control setup: Use permission set groups for personas checker pattern bathtub window curtain
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WebJan 3, 2024 · With customer support teams feeling overwhelmed, Salesforce can help manage the high support volume and Knowledge is one of the methods. Exposing knowledge articles to your external and public users is a great way to deflect support cases from your service agents. A robust knowledge base will empower your customers to self … WebOct 30, 2024 · Look for “Profile and Permission Set Helper.” Once you install it in your org, you can find it in the App Launcher when using Lightning Experience. Click the app icon in … WebEnable Salesforce Scheduler for Education Cloud, and configure sharing and permissions settings. Then, create the supporting data types for appointment data modeling. Before you set up Salesforce Scheduler for Education Cloud, make sure that your admin has the Education Cloud Objects and Components permission set license assigned. flash furniture kids folding chairs