The Watchman - Salesforce Watch

SAML Single Sign-On (SSO) Settings vs Authentication Providers. Which one to pick as a single sign on solution?

May 29, 2024 by The Watchman

Salesforce offers multiple methods for handling authentication and single sign-on (SSO) to enhance security and user experience. Two popular methods are SAML Single Sign-On (SSO) Settings and Authentication Providers. This article compares these two methods, providing ample examples to illustrate their differences and discussing a use case involving Azure Active Directory (Azure AD). SAML Single … Read more

Understanding Salesforce Connected Apps

May 28, 2024 by The Watchman

Salesforce Connected Apps are powerful tools used to integrate third-party applications with Salesforce, enabling seamless data exchange and unified workflow across different platforms. Here’s a detailed guide on Salesforce Connected Apps, including use cases, best practices, and key considerations. What are Salesforce Connected Apps? Connected Apps in Salesforce are integrations configured to allow external applications … Read more

Connecting Salesforce CRM analytics with Amazon RDS Oracle Connector

May 25, 2024 by The Watchman

Connecting Salesforce CRM Analytics (formerly known as Tableau CRM and Einstein Analytics) with Amazon RDS (Relational Database Service) using an Oracle database involves several steps to ensure secure and efficient data transfer. Here’s a step-by-step guide to help you set up this connection: 1. Prepare Your Amazon RDS Instance First, ensure that your Amazon RDS … Read more

The Value of Experience Over Certifications in Salesforce Hiring

May 27, 2024May 24, 2024 by The Watchman

The debate between hiring based on certifications versus experience is a significant one. While certifications demonstrate a candidate’s commitment to learning and understanding Salesforce, they do not necessarily equate to real-world problem-solving capabilities. This distinction becomes critical when comparing the practical expertise gained through years of hands-on experience with the theoretical knowledge acquired through certification … Read more

Get a Summary of a User’s Permissions and Access

May 23, 2024 by The Watchman

As part of Summer 24 and as part of an IdeaExchange idea, User Access Summary allows you to see what permissions, public groups, or queues a user is assigned to. You can see that from the user’s detail page, saving you time, clicks, and effort. There’s no need to run queries or look through each … Read more

“Manage Dev Sandboxes” permission in Salesforce

June 17, 2024May 23, 2024 by The Watchman

The “Manage Dev Sandboxes” permission (as part of Summer 24) in Salesforce is a specific user permission that grants the ability to create, refresh, delete, and activate development sandboxes within an organization. This permission is part of the broader sandbox management capabilities in Salesforce, and it offers several advantages and new possibilities compared to the … Read more

Automating user access via User Access Policies in Salesforce

June 17, 2024May 23, 2024 by The Watchman

User Access Policies are a feature in Salesforce that provides a flexible and centralized way to manage user access and permissions across the organization. This feature allows administrators to define and enforce access controls based on various criteria, ensuring that users have appropriate permissions according to their roles, departments, and specific use cases. User access … Read more

Validation Rules in Salesforce

May 22, 2024 by The Watchman

Validation rules in Salesforce are used to ensure that data entered into Salesforce meets specific criteria before it can be saved. They are a critical component for maintaining data quality and consistency. What is a Validation Rule? A validation rule contains a formula or expression that evaluates the data in one or more fields and … Read more

Salesforce Dynamic Forms Tutorial

May 22, 2024May 21, 2024 by The Watchman

Dynamic Forms is a feature in Salesforce that enhances the customization and flexibility of record pages. It enables admins and developers to configure record layouts to show fields and sections only when certain conditions are met. This feature is a part of Salesforce’s Lightning Experience and helps in creating more personalized and efficient user interfaces. … Read more

Using Einstein AI to create flows

May 20, 2024 by The Watchman

As part of Summer 24 release, Salesforce is releasing a capability that would allow the creation of flows using text prompts. Imagine creating a flow with textual prompts such as “Create a flow that starts when an opportunity is created and is over $20,000. The flow should send an email to the opportunity owner telling … Read more