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Entries Tagged as 'Tips & Tricks'

How to restrict access to specific Salesforce Roles [you actually can’t – but here’s how to do it]

July 1st, 2009 · 3 Comments · Tips & Tricks

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 [...]

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Analytic Snapshots

November 13th, 2008 · 1 Comment · Tips & Tricks

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 [...]

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