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Showing posts from February, 2016

OWD - Sharing Settings

Owd: Organization wide default This is specify witch records in the table can be viewed by the user and what type of operation user can perform on the records. Private: If you define OWD as private only owner of the records can perform R|W|D operations on the records Public Read: If you define OWD as Public Read all the Users in the Organization can perform read operation on all the records and they can perform read and write and delete operations on the records for which they are owners. Public Read|Write: If you define OWD as Public Read|Write all the users in the organization can perform Read and Write Operations on all the records and owners can perform Read|Write|Delete operations on their own records. Public Read|Write|Transfer: This OWD can be defined only in Case and Lead object. If you define Public Read|Write|Transfer on case object or Lead Object all the users can perform operations of  Read|Write|Transfer an all the records. Public Full Access :

Workflows

Automated Action: Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of your organization's standard processes. Instead of doing this work manually, you can configure workflow to do it automatically. What is Workflow? Workflow automates the following types of actions based on your organization's processes: Tasks—Assign a new task to a user, role, or record owner. Email Alerts—Send an email to one or more recipients you specify. Field Updates—Update the value of a field on a record. Outbound Messages—Send a secure, configurable API message (in XML format) to a designated listener. For example, workflow can: Assign follow-up tasks to a support rep one week after a case is updated. Send sales management an email alert when a sales rep qualifies a large deal. Change the Owner field on a contract three days before it expires. Trigger an outbound API message to an external HR system to initiate the reimburse