Sometimes you need to restrict access within Salesforce for certain users or roles. Unfortunately if you are using the default sharing settings, this is not possible as sharing roles can only grant access, not restrict.
The best solution is to do the following:
Create a public group that includes all roles except for the one(s) with restricted [...]
Tags: org wide defaults·restrict·role hierarchy·sharing rule
I created an anlaytic snapshot for opportunites in my org, just to learn the process. I got asked for some data recently that coincided with my snapshot and I thought that was pretty cool. Setting up a snapshot is not too difficult but there are a few sticking points.
First, follow the official blog guidelines here.
A [...]
Tags: analytic snapshot
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