Source: AccountTeamMember The AccountTeamMember is the record that stores which Users are in the Account Team. To enable Account Teams click on Setuo > Accounts > Account Teams: Select which layouts will have the Account Team related lists: You can now define the roles in your Account Teams: I’ve added the Customer Support role and […]
Author: Enrico Murru
[Salesforce] The Sobject Crusade: AccountTerritoryAssignmentRuleItem
Source: AccountTerritoryAssignmentRuleItem This object represents a row of selection criteria for an AccountTerritoryAssignmentRule object. AccountTerritoryAssignmentRuleItem can be created or deleted if the BooleanFilter field on its corresponding AccountTerritoryAssignmentRule object is a null value. Unfortunately it is impossibile for me to show you how to use this object because I don’t have a Salesforce ORG with […]
[Salesforce] The Sobject Crusade: AccountTerritorySharingRule
Back to the Sobject Crusade list. Source: AccountTerritorySharingRule Represents the rules for sharing an Account within a Territory. Unfortunately it is impossibile for me to show you how to use this object because I don’t have a Salesforce ORG with the old Territory Management system, which allowed this kind of assignment rules. For more details […]
[Salesforce] The Sobject Crusade: AccountTerritoryAssignmentRule
Back to the Sobject Crusade list. Source: AccountTerritoryAssignmentRule This is an Account assignment rule on territories based on Account fields: Winter ’12 platform release added the new Enterprire Territory Management. The following doc is a complete guide to setup Territory Management in your org. This kind of Territory Management needs the Customizable Forecasts, that is […]
[Salesforce] The Sobject Crusade: AccountTag
Back to the Sobject Crusade list. Source: AccountTag You can tag CRM objects. To enable this feature go to Setup > Customize > Tags > Tag Settings and click the Enable Personal Tags feature: You can select all the object layouts in which you want to use tagging. Now you can tag your account object: […]
[Salesforce] The Sobject Crusade: AccountShare
Back to the Sobject Crusade list. Source: AccountShare This object allow a User that has access to the record to share the Account object directly to a User or a Group. To create such object you have to change the Account Sharing Settings to at least “Public Read Only” by clicking on Setp > Security […]
[Salesforce] The Sobject Crusade: AccountPartner
Back to the Sobject Crusade list. Source: AccountPartner This object links 2 accounts in a partnership relation. To create a new AccountPartner object, add the Partners related list on the Account object: Click the New button and add as many Account partners as you want, setting also a role in the partnership: This action populates […]
[Salesforce / Heroku] Salesforce as Identity Provider and Heroku as Service Provider
One year from my last SSO blog post (Implementing Delegated SSO) I’m still here playing with Single Sign On, this time using SAML 2.0. For a quick overview of the how SAML works, read SAML FEDERATION FOR DUMMIES and SAML for dummies. We have 3 actors: Client: this is your browser Service Provider: this is […]
[Salesforce] The Sobject Crusade: AccountOwnerSharingRule
Back to the Sobject Crusade list. Source: AccountOwnerSharingRule This object allows to manage the sharing rules for account, other than the owner. When an Account is owned by a User who is related to the group referenced in the GroupId field, than the sharing rule applyes to the User or Group defined in the UserOrGroupId. […]
[Salesforce] The Sobject Crusade: AccountHistory
Back to the Sobject Crusade list. Source: AccountHistory This object supports Field Tracking History on the Account object. To track fields on the Account object, go to Setup > Accounts > Fields and click the Set History Tracking button. Then click on the Enable Account History flag and select all fields to be tracked: From […]