For those orgs that have either customer or partner community users, you know that your users need the Manage External Users permission and then your system administrator needs to add the nested buttons to the contact or person account record page. Under the Manage External Users button are additional nested buttons: Enable Partner User Enable… Continue reading Deactivate and Cleanup a Community User
You may have a need to provide certain users access to a custom process while everyone else follows a common process. This access grouping may apply to a couple of profiles and/or a subset of users. Here’s where custom permissions comes into play… Custom permissions allow you to define access checks that can be assigned… Continue reading Using Custom Permissions in Process Builder
In a public read/write sharing model, if a user can view the record and has delete permissions for the object, the user can delete the record. However, what if the company’s business model allows for the ability to read/write but they only want certain users to delete each other’s records, not everyone? Or, your company… Continue reading Allow Users of the Same Group the Ability to Delete Each Other’s Records
Ever been in the situation where a user reports s/he is getting an error message when trying to create or edit a record and when you look into the validation rule, you see a mess where we have exceptions for profiles or even specific users? And as you look further into the validation rules, you… Continue reading Simplify Maintenance of Profile or User References in Validation Rules Using Custom Settings and Custom Permissions
Have you had a use case where you only want the user to delete records s/he created and not all records in the object?