Foundational Application Security
Field notes from the trenches of appsec implementation
Email-to-Case will automatically create a case from an inbound email. It will use the senders email address to associate a contact to the case and the content of the email to auto-populate case fields. All attachments and subsequent replies will be associated with the case and it will trigger assignment, auto-response, escalation, workflow rules and … Read more
Step 1: Custom Fields Step 2: Queues Step 3: Assignment Rules Step 4: Email Templates Step 5: Org-wide Email Addresses Step 6: Auto-response Rules
As an admin you may opt to test certain configurations you make by logging in as another user. If you are always logged out of your admin account when you log out as the user, you can change that by unchecking the Force relogin after Login-As-User checkbox under Setup > Security > Session Settings.
The organization-wide sharing default setting can’t be changed for some objects. When a custom object is on the detail side of a master-detail relationship with a standard object, its organization-wide default is set to Controlled by Parent and it is not editable.
Object-specific actions There are several types of object-specific actions. During set up of your actions, if you remove a required field, you cannot complete the saving of the action. Required fields must be left on the action layout. Practice Drills Global actions You create global actions in a different place in Setup than you create … Read more
When you create a new object in Salesforce, permissions for the object are disabled for all profiles by default. You can enable object permissions by editing custom profiles.
If you open an object (e.g. Price Books) and there’s nothing listed in the Recently Viewed and there’s no option to select All Items, create a new list view from the list view control and that should bring up records.
Here are a few recommended practices when writing formulas in Salesforce Start a new line for each Function Rather than writing your entire formula on one line (no matter how small) get into the habit of putting each function on a separate line. This will help to improve the readability and clarity of your formulas … Read more