News & Resources — July 2016 Archive

The Salesforce Security Model, aka “Who can see what in Salesforce?”

Posted by David Solsberry, Senior Consultant A justifiable fear of setting up a Salesforce organization involves the practice of making sure Salesforce users are viewing information that they are entitled to view.  The Salesforce Security Model is followed to ensure there are no such “loopholes” through which users can slip through, thus inadvertently having access…

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Custom Report Types

Posted by Madhu Satrasala, Senior Consultant A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Choosing the right report type is one of the most important steps in creating a report. Salesforce provides a collection of standard report…

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