In the prior blog post, we started to learn about Report Permissions in Salesforce and what abilities the various permissions granted to users. Today, we’ll continue to learn about report permissions with illustrations of the actions users are able to perform when they are granted additional access. Overview As in the previous blog post,…
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Salesforce Compact Layout
When you go to any record detail page, you see a Highlights Panel like below that has Quick Actions and a few fields to quickly look at the record’s details. The below quick view in Salesforce is the Compact Layout of an Object. For example, if you want to create or edit the Compact Layout,…
Quote Templates in Salesforce CPQ
Today we will be learning in depth about CPQ quotes and quote templates. If you are looking for speed and accuracy in a sales process, Salesforce CPQ is your solution. In CPQ, C is for configuration, which means making it easy to choose the right products according to the customer’s requirements. P is for Pricing…
Salesforce Report Permissions pt. 1
In previous Report Series blog posts, we’ve discussed many aspects of creating and modifying reports, including Report Types and Formats, Report Charts, Custom Reports, and many other topics. However, we have yet to discuss user report permissions in Salesforce. As an Admin, when trying to determine the correct report permissions for users, it can sometimes…
Boomi Roles & Security
Account Roles & Security: The following methods help in enhancing the security of your Boomi account: Enable Two Factor Authentication Two Factor Authentication can be enabled by going to Settings > User Settings > Authentication Boomi supports both okta and google authenticator. Setting Up User Roles What a user to allowed to do in Boomi…
Boomi Dynamic Process Property
Process properties: Process properties are variables/properties that keep metadata for the process in execution. Sometimes these process properties take up pre-defined values that can be used in any integration process. These can be extended and persisted. Dynamic Process Property: In an integration flow, metadata data pertaining to the execution of the Boomi process is temporarily…