Monday, 6 January 2014

Learning Salesforce – Part-3


Part-2 can be found from here (Learning Salesforce - Part-2)

Organization wide defaults

These are the base-level access settings for all the users in our organization. In OWD we have 4 types of accessibilities. Those are Private, Public Read Only, Public Read/Write and Public Read/Write/transfer.

Path: Setup
àAdministeràsharing settingsàOrganization wide defaults

Private:

If we make any object sharing as Private then record owner only is able to see the record.

Public Read only:

If we make setting as Public read only then all the users within org can be able to see the record, but only the record owner is able to edit the record.

Public Read/write:

If we make setting as Public read Write then all the users within org is able to see the record, edit the record. But only the record owner is able to delete the record.

Public Read/Write/Transfer:  

If we make setting as Public read Write Transfer. Then the Record owner can have an option to transfer. Then all the users within org is able to see the record, edit the record and delete the record. This option would be there for only Leads and Cases.

Controlled by parent

This option would be there for only Child objects. If we check this for child object by default what is the access setting for master object the same access setting would assign for child objects.

Note: If we want to share a record manually (By Clicking the sharing button) for that object the OWD setting should be private. Then only we can be to share the record.

Work Flows

 To automate the business process, we use workflows.

Path: Setup
à Buildà Createà Workflow & Approval process

In Workflows, we have below mentioned categories.

Workflow rule:

Rule is nothing but the condition or criteria that we give.
Ex: Lead Status equals to Qualified

Workflow Action:

According to criteria whenever a particular record met that condition automatically an action will perform.
Ex: Update Revenue Field.

We have four types of workflow action in sales force.

1.    Field update: will update a field if the record meets the criteria.
2.    Email alert: It will send an e-mail alert to particular recipient or group of recipients.
3.    Creating A task: It will assign a user to create a task.
4.    Outbound Message: whenever we want to interact with other sever system then we use outbound message. Outbound message will contain configurable API messages.

Evaluation Criteria in Workflows

1.    Record is created:
If we specify these criteria for any rule, that rule will fire only once i.e., whenever the record is created.

2.    Record is created and edited
If we specify these criteria for any rule, that rule will fire whenever the record is created and every time it’s edited.

3.    Record created, edited subsequently meet the criteria:
If we specify these criteria for any rule, that rule will fire whenever the record is created and every time it’s edited to meet the criteria.

Types of workflows:

Immediate work flows
:

Immediate workflows will fire in immediate whenever the record met the criteria.

Immediate workflows will work for all types of criteria.

Time dependent workflows:

It will trigger based on the time we will give at time of creating workflow rule.
Time-dependent workflows cannot work for record created and edited criteria.

Note: Whenever we want to add workflow action firstly we have to deactivate the workflow. Then only we can be able to add workflow action.