How To

Using Custom Permissions in Process Builder

You may have a need to provide certain users access to a custom process while everyone else follows a common process. This access grouping may apply to a couple of profiles and/or a subset of users. Here’s where custom permissions comes into play… Custom permissions allow you to define access checks that can be assigned… Continue reading Using Custom Permissions in Process Builder

How To

Allow Users of the Same Group the Ability to Delete Each Other’s Records

In a public read/write sharing model, if a user can view the record and has delete permissions for the object, the user can delete the record. However, what if the company’s business model allows for the ability to read/write but they only want certain users to delete each other’s records, not everyone? Or, your company… Continue reading Allow Users of the Same Group the Ability to Delete Each Other’s Records

How To

Simplify Maintenance of Profile or User References in Validation Rules Using Custom Settings and Custom Permissions

Ever been in the situation where a user reports s/he is getting an error message when trying to create or edit a record and when you look into the validation rule, you see a mess where we have exceptions for profiles or even specific users? And as you look further into the validation rules, you… Continue reading Simplify Maintenance of Profile or User References in Validation Rules Using Custom Settings and Custom Permissions