IT Experience Cloudとは(パートナー向けサイト) ナレッジのライセンスがあれば、認証無しのカスタマー向けサイトはExperienceCloudのライセンスが無くても作成可能。 共有必要なレコードのみを一つの組織内で共通出来る。ExperienceもSales... 2024.01.25 ITSalesforceSharing and VisibilityUncategorized
IT Implicit Sharing(暗黙的な共有) The sharing capabilities of the Lightning Platform include a wide variety of features that administrators can use t... 2024.01.25 ITSalesforceSharing and Visibility
IT Built-in Sharing Behavior(組み込みの共有動作) Salesforce provides implicit sharing between accounts and child records, such as opportunities, cases, and contacts... 2024.01.24 ITSalesforceSharing and Visibility
IT Account Team Fields Account team member data is stored in standard fields. A user’s page layout determines which fields are visible, an... 2024.01.24 ITSalesforceSharing and Visibility
IT Custom Permissions(カスタム権限) Use custom permissions to give users access to custom processes or apps. カスタムプロセスまたはアプリケーションへのアクセス権をユーザーに付与するには、... 2024.01.24 ITSalesforceSharing and Visibility
IT 【機能紹介】Salesforceの共有設定をマスターしよう! 〜 Sharing & Visibility 内部ユーザーと外部ユーザーで分けてアクセス権を設定できる。 「公開/参照のみ」で更新権限を与えたい場合、SharingRuleで追加する。 「公開/参照・更新可能」にした場合、これ以上権限を広げる事はできな... 2024.01.22 ITSalesforceSharing and Visibility
IT Locking Down Record Access in Salesforce With the powerful Salesforce sharing features, you cansupport collaboration within your organizationwhile keeping sensi... 2024.01.18 ITSalesforceSharing and Visibility
IT Classic Encryption for Custom Fields Restrict other Salesforce users from seeing custom text fields that you want to keep private. Only users with the View ... 2024.01.17 ITSalesforceSharing and Visibility
Salesforce Share a Report or Dashboard Folder in Salesforce Classic Enhanced folder sharing is the default option for all orgs created after the Summer ’13 Salesforce release. If you have... 2024.01.17 SalesforceSharing and Visibility
Salesforce Considerations for Account Access via Teams Access Accounts and Related Records Your Salesforce admin sets default access to accounts and related records. T... 2024.01.16 SalesforceSharing and Visibility