Importing external knowledge Before ending this section, let’s spend a few minutes talking about how we can import articles into Salesforce Knowledge that come from external sources (that is, an old knowledge system or an external website). The process of importing articles involves creating a ZIP file containing all the required information. To do this,…
Structured Troubleshooting Methods
Structured Troubleshooting Methods (36.1.4) There are several structured troubleshooting approaches that can be used. Which one to use will depend on the situation. Each approach has its advantages and disadvantages. This section describes methods and provides guidelines for choosing the best method for a specific situation. Bottom-Up In bottom-up troubleshooting, you start with the physical…
User interface development
User interface development Way back in 2009, when I took my first steps into the Salesforce world, the first thing my boss asked me to develop was a four-step wizard in Visualforce for our most valuable customer, to be used to grab customer data to activate a new contract in the utilities industry. I had…
User interface development 2
Visualforce is a technology that is becoming outdated in favor of the Aura Framework and the brand-new Lightning Web Components (LWC) framework. As many customers still use Visualforce pages (I guess there are millions and millions of pages out there live in production), there are no current plans to retire it, but it is highly…
Summary – 100-150 Exam Study Guide
Summary (35.6) The following is a summary of each topic in the chapter and some questions for your reflection. What Did I Learn in This Chapter? (35.6.1) • Cisco Switches—A switch is used to connect devices on the same network. A router is used to connect multiple networks to each other. When selecting a switch…
Router Boot Process – 100-150 Exam Study Guide
Router Boot Process (35.5) Since the router is just a specialized computer, the boot process is the same as most computers. Power Up the Router (35.5.1) Before beginning any equipment installation, it is important to be sure to read the Quick Start guide and other documentation that is included with the device. The documentation contains…
Manual sharing – Certified Advanced Salesforce Admin Exam Guide
Manual sharing Manual sharing is the ability for a record’s owner to give access to that record (and also other related records) to other users who are not necessarily included in their hierarchy. If you give another user access to an account record, that user would be able to access cases and opportunities. At the…
Working with sharing rules – Certified Advanced Salesforce Admin Exam Guide
Working with sharing rules Like any other sharing method other than OWD, sharing rules cannot restrict access to records. To create a new sharing rule, go to Setup | Security | Sharing Settings, choose an object in the Sharing Rules section, and click the New button: There are two different kinds of sharing rules: Criteria-based…
Managing data categories – Certified Advanced Salesforce Admin Exam Guide
Managing data categories In the previous sections, we looked at how we can limit access to Knowledge with object-level security, field-level security, and record types through profiles and permission sets. If we want to restrict access to specific articles in a more granular way, we need to use data categories. By using these, we can…
Handling articles – Certified Advanced Salesforce Admin Exam Guide
Handling articles Knowledge home is a simple object list page where we can configure list views, as we do with any other object. To access this page, click on App Launcher and look for Knowledge. Click on a specific article (or create a new one) to access the article record page: Article view From here,…