TRUST is one of the core values of Salesforce and the foundation block that it is built upon. Parker Harris, Salesforce co-founder says, “Nothing is more important to our company than the privacy of our customers’ data”. Trust requires security and Salesforce has developed various features over time to live up to that commitment. One such security feature is called Transaction Security Policy.More
Sometimes you would want to lock records in Salesforce so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer. For example, once an opportunity record is closed (closed won or closed lost), it just needs to live in the system without being touched. Same can be for “Cases” or records sitting in your custom objects. Or maybe once a record has been interfaced to a backend system, you would want to lock the record so that it can no longer be modified in Salesforce.
So, then how do you lock records in Salesforce so that it can no longer be modified? More
The Salesforce Platform App Builder credential is designed for those who can demonstrate skills and knowledge in designing, building, and implementing custom applications using the declarative customization capabilities of the Salesforce Platform. More
(Note: This blog post was originally published in April 2016. It has been revised with the new RequestBin URL as the earlier URL https://requestb.in/ no longer works. Also, the Salesforce screenshots have been updated for Lighting Experience)
This is quite helpful for those who are not already aware of this. If you are integrating Salesforce with other systems using workflow and Salesforce’s native outbound message feature, how do you test the same. For example, you have configured the workflow rule and the outbound message and now you would want to make sure that when the workflow evaluation criteria and rule criteria is met, the outbound message is getting triggered. You may also want to know the format and the structure of the message that is being sent. This may be required by the team on the receiving side of the outbound message so that they know how to process it. More
Here is another blog post that you will find interesting – How to integrate Salesforce with Twitter, Facebook, Blog and hundreds of other applications using a 3rd party tool called Zapier. In this step-by-step guide, I have integrated Salesforce with Twitter, Facebook & Blog and all it took was less than 10 minutes per integration. More