Meera R Nair - Salesforce Insights

This is a great web based tool from Salesforce to support developers, to develop, check-in and deploy their components easily from any device with out the overhead of visual studio code installation and set up.  Let us see the details: 1. Overview Currently this is in Beta version and available as a managed package in AppExchange. This can be installed in production, sandbox and developer instances. 2. How to set up AppExchange Installation Link here .  This can be installed to your org and once the installation is complete, if you want to give access to additional users, the code builder permission set can be assigned to those users. 3. Getting started with Code Builder 1. Once proper access has given, we can open, Code Builder from App Launcher.  And it looks like below: 2. Click on Get started You will get an option to Create new project->from scratch or from GitHub 3. Click on New Project and give details: 4. Connect to an Org We can connect to a production org or ...

1. Overview Salesforce provides a very effective security model where we always start with the most restrictive access and then open up access using additional mechanisms like sharing rules, and manual sharing based on the requirements.   But there might be scenarios where we need to restrict access based on specific criteria. Salesforce recently introduced 2 approaches to support this requirement. Those are restriction rules and scoping rules. Let us see this in detail. 2. Restriction Rules - Overview Using restriction rules we can apply an additional level of filter on top of records to which a specific user is having access. 3. Scoping Rules - Overview Scoping rules help to filter the default records visible for a user based on specific criteria. But it is not preventing access to other records. 4. Compare Restriction Rules and Scoping Rules 5. Restriction Rule - Example Company ABC is having Job Applications getting created through their company portal and synched to Salesforc...