Kara Allen

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, […]

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 […]

One of my favorite features of Salesforce is the ability to share information with your community, be it through the Partner Portal or Customer Portal, Salesforce Sites, Siteforce, or Salesforce-to-Salesforce. Bringing a Salesforce Cloud to your community is a great way to foster better and more efficient communication.

Summarizing reports by owner name is one of the many useful aspects of Salesforce. But if you sell through partners, you probably want to see leads and opportunities based on the partner company name rather than the partner employee name. This way, you can easily understand partner performance. Should be easy, right? It is. But […]