Month: May 2020

Salesforce Admin

Different ways to Reset Password in Salesforce

Akhil Kulkarni1 Comment

Password is important for authenticating users. Users usually forget password or try multiple wrong passwords and many more reasons where system locks their credentials and restrict further access. A system admin can reset the password in many ways. In this blog we will see different ways through which you can reset the password.

As per my knowledge there are 3 ways you can reset password of a user in salesforce.

  1. User Detail page.
  2. Reset multiple users password at once.
  3. Developer Console
  4. Workbench
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Salesforce Basic · Security Model

Apex Sharing Reason in Salesforce

Akhil Kulkarni2 Comments

When you want to share a record through apex sharing you can provide custom reason so that it will give a meaningful reason to why the record is shared with a specific user or group.

Custom sharing reason is only available for custom objects and you can set custom sharing reason in salesforce classic version only.

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Salesforce Admin · Salesforce Basic · Security Model

Apex Sharing in Salesforce

Akhil Kulkarni3 Comments

There will be some scenarios in organization where you want to share a record based on some complex scenario, but you cannot define the complex scenario as a criterion in sharing rule. Then the question is how you can share a record, of course you can share them manually. But how many times you can share records manually, trust me its annoying to share records manually again and again.

Salesforce provides another way to share a record and that is through apex code via share object. So what is Share object? Every standard and custom object will have a share object in salesforce with predefined fields as shown below.

  • Standard Object’s Share object will be “sObject+Share”. For example, Account objects Share Object is AccountShare. Similarly, Opportunity objects Share object will be OpportunityShare.
  • Custom Object’s Share object will be “CustomObjectName + __Share”. For example, if your custom object name is MyCustomObject, then its API name will be MyCustomObject__c and share object will be MyCustomObject__Share.
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Salesforce Admin · Salesforce Basic · Security Model

Sharing Rules in Salesforce

Akhil KulkarniLeave a comment

There will be some scenarios where all records are privately owned, you want to share records based on some criteria with a specific user or group of users or to specific role. In such cases sharing automation should work on all records of that object. You can build a sharing rule which will handle such situation.

Consider a scenario where records should be shared based on continent field and those records should be shared with people of specific group or role. You can simple create sharing rules for each continent and share according to business requirement.

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