A few months ago, I read a blog on permission sets and how another consulting company (Arkus) had managed to do an implementation with just two profiles. That same company has now created a tool called The Permissioner to mass assign users a permission set, which I think is a great help to system administrators who, like Arkus, ...
Last week I was meeting with one of my practice managers and reviewing a few reports with him. As we were going through the data, he shared an experience of how the team had helped him via Chatter create one of the summary reports.Evidently he was struggling to get it to work the way he ...
A frequent challenge when using portals is list view visibility. Many companies new to Salesforce do not lock down the “Manage Public List Views” profile permissions. This enables business users to create a list view for themselves, such as “Mary’s Cases,” and then unknowingly make it visible to everyone, both internally and externally. Be sure ...
Over the years, we’ve worked with clients on a great many portal implementations. And we’ve seen a lot of different paths companies take based on their unique processes and end-user needs. But I am always surprised when companies choose to build their own portal infrastructure rather than license a portal such as the Salesforce Customer ...
This past week we moved offices from the location where we’d grown over the last four years to a new office with a lot more space just a few blocks away. We desperately needed the space to accommodate our growth; read more in the press release.As I reflect back on the past four years, I’m ...