If i assign two users to two roles,let's say CSM and sales rep. If I am the sales rep and I go to the campaigns tab and click on the Direct mail view to view records of type Direct mail,I will get a result set. Now if the CSM user tries to access the same view by clicking on the Direct mail view again he should be able to access a different set i.e different set of records of the type direct mail. How do I achieve this. This is of top priority in my task now.Thanks in advance!!
You could create two views with the same name then make them each visible to the appropriate set of users.
You need to create two Views, one that corresponds to each of the groups. For simplicity, you can name the Views the same thing so long as the Unique Name is, obviously, unique. I would recommend something like Direct_Mail_Sales and Direct_Mail_CSM for the unique names.
Set up the criteria for the views however you'd like.
When you get to the bottom of the configuration for each view, make sure to select "Visible to certain groups of users" and select the corresponding Role from the list. This will make sure that the view is only visible to the appropriate role.
Since The views have the same name, it will appear to the end user to be the same view.
Related
Is it possible to restrict access to records that are owned by a user by filtering out recors with a certain criteria?
For example, I have Contacts set to private and I want to hide certain contact records that have a specific field value (criteria based sharing rule). This works fine for other sales users that don't own the record, but I need to remove visibility to these records from the actual owner of the record. Is that possible or a way to accomplish that?
Thanks for any help.
You could change the owner of the Contact record to a placeholder user. Then the same mechanism the prevents other users from seeing the Contact will hide the record as well.
If required, you could also create a lookup field to track the relationship to the user who can no longer access the record.
Separately, there is a dedicated salesforce.stackexchange.com site for asking Salesforce related questions.
If I have three different user with different occupation (manager, salesman, accounting)
The main question is to how display right column to right person based on star schema and requirement below in SQL server?
The fact and dim are using regular table inside of data mart.
Background information:
The manager is authorized to see all column in factTransaction
The salesman is not allowed to see TaxAmount, TotalAmount and ProductBusinessKey.
The Accounting is note allowed to see Product Quantity, ProductPrice and GeographyFullname.
In windows, the they have their own user account.
The picture is take from the address (Design of a data warehouse with more than one fact tables)
SQL Server does have the ability to assign column permissions (http://msdn.microsoft.com/en-us/library/ms180341%28v=sql.105%29.aspx). You can set the specific permissions as you like, by treating each column as an object with its own security.
Managing column level security is likely to be cumbersome, because you have to remember to update the security every time the table changes and new users are added.
You consider a different approach. Define a separate view for each of the different groups. Only the manager would have access to the "manager" view; only the salesman (and the manager perhaps) would have access to salesman view and so on. Then build the application for each group based on those views.
Finally, managing multiple views might be a bit cumbersome. Instead, you can also have a table-valued function that wraps all the views into a single function. The function would check the permissions for each user and choose the appropriate data to return.
The advantage of user defined functions is that only the user who created the function needs to have access to the underlying tables. That is, the users only have permissions for the function; otherwise, they cannot see the underlying tables. The function would control what they can see.
I am looking for a way to compare two views in salesforce. I want to create a visual force page that lets a user select two views associated with the Account object and show all the accounts that appear on both views.
I am struggling pretty hard here, I can't figure out how to get the results from the views, but I am hoping there is a way to get all accounts that match the filters for each view.
Here is my SOQL query:
Select Id, Name, Owner.Name FROM Account WHERE
Id IN ( SELECT AccountId FROM Opportunity WHERE RecordTypeId = :RecordType1ID AND StageName IN :StageOneList )
AND Id IN ( SELECT AccountId FROM Opportunity WHERE RecordTypeId = :RecordType2ID AND StageName IN :StageTwoList )
This is the basis of the VF page I have made so far. It is possible to filter the Account with Account Owner and a drop down list from province. The idea is, many people in the organization have already created views with the accounts filtered as they need it. Instead of including every possible account field as a filter, I would like a drop down list of the active users views associated with Account, and then they can select Opportunity 1 and Opportunity 2 and have a list of Accounts matching.
I assume you mean views as in the available views in the dropdown box on a standard tab for an object? If so I don't believe you can query the results from them directly although you can query the Account object using a SOQL statement where you provide the filter.
My suggestion would be either create a set VF page that has 2 drop downs to switch the SOQL query that is used to return the list of accounts being displayed (would mean you have a set of predetermined views and updates to them require code updates) or give more details of your use case and we may be able to provide other suggestions.
It sounds like you just need to compare the results of the filters here. My suggestion would be that you're really trying to do something that should be done with reports, not with views.
Put two enhancedList components on the page.
I want to create a multi-select Contact Lookup.
What i want :
When user clicks on a lookup then he should be able to select multiple contacts from that.
What i have done:
I have created an object and a field inside that object using both
"Lookup" and
"MasterDetail Relationship" and
"Junction Object"
When i try to use this Field for any input text/Field then it always provides an option to select only one value from lookup but i want to have an option to select multiple.
Even in the Junction object i have created 2 master-detail relationships still lookup allows only one value to be selected.Moreover it makes the field mandatory which i don't want.
Links that i followed:
http://success.salesforce.com/questionDetail?qId=a1X30000000Hl5dEAC
https://ap1.salesforce.com/help/doc/user_ed.jsp?loc=help§ion=help&hash=topic-title&target=relationships_manytomany.htm
Can anybody suggest me how to do this.
Its same as we use Email CC/BCC under Send Email option for any Lead.
Even you use a junction object a lookup is just that, it references (looks up to) one other record: when you create a record on the junction object you still have to set each lookup individually and you're still creating only one record.
Master Detail relationships are essentially lookups on steroids, one object becomes the child of the other and will be deleted if the parent object is deleted, they're not going to provide an interface to lookup to many records at once.
If you're not a developer then your best bet is to either just create on junction object record at a time, or look into using dataloader. You could prepare your data in Excel or similar and then upload all the records into Salesforce in one go.
If you are a developer, or have developers at your disposal, then what we've done in the past is create a Visualforce page to do the job. So if, for example, you wanted to link a bunch of contacts up to an Account, we'd have a single account lookup field on the page, then some search fields relating to fields on the contact. Using a SOQL query you can then find all contacts matching the search parameters and display them in a list, where you may want to provide checkboxes to allow the user to select the contacts they want. Then it's just a case of looping through the selected contacts, setting their Account field to be the chosen account.
There are areas in Salesforce (such as the send Email functionality you mentioned) where it's clear to see that bespoke work has been done to fulfil a specific task — another instance of what you want is in the area where you can manage campaign members. This is the model I've copied in the past when implementing a Visualforce page as described.
Good luck!
For adding multiple junction objects at one time, the only solution we have found is a custom Visualforce page, as described by LaceySnr.
For a slightly different problem, where we need to assign many of object B to object A, We have trained our users to do this with a view on object B. We are assigning Billing Accounts (B) to Payment Offices (A). The view on Billing Account has check boxes on the left side. The user checks the Billing Accounts to be assigned, then double-clicks on the Payment Office field on any of the checked rows. A pop-up asks if you want to update only the single row or all checked rows. By selecting 'all checked rows', the update is done to all of them.
The view is created by the user, who enters the selection criteria (name, address, state, etc.). All user-created views are visible only to them.
I'm building a small project with database. I have a user table which has two columns, user_id and name, The second table stores the id and name of some documents: it also has two columns doc_id and doc_name. I want to grant access of specific user to specific (multiple) docs.
For example:
user1 can access doc_2 and doc_3 Only.
user2 can access doc_1 and doc_2 Only and so on.
Users and forms keep changing (eg. after some time i need to add a new doc, and add access to existing or new user to that new doc).
Do i need to change database design? (for example add a column in docs to store name of each user who can access it? ) If this is so, can you tell me what changes i should do?
OR
Is it possible to do by creating views? In this case, do i still need to change the database design? If this is the case, can you tell me an example view please? In this case, will i need to create view for each user? For example if there are 100 users, i will need to create 100 views?
You need a third table (I'll call it user_doc). You need 2 main columns; user_id and doc_id.
You then insert one row for each document and user combo that has access permissions.
If their user_id doesn't appear in the user_doc table with the relvelant doc_id, they don't have permission.
A sample query to get a list of all docs a specific user has access to:
SELECT doc_id FROM user_doc WHERE user_id = #UserId
or to find all users with access to a specific doc:
SELECT user_id FROM user_doc WHERE doc_id = #DocId
You need to have a PERMISSIONS table with relationship between Users & Documents. The columns could be PERMISSIONS_ID,USER_ID (Refer User), DOC_ID (Refer Document). Every time access has to be given to a user for a document this table needs to be populated.