Salesforce Snowbird

  Setting up Sharing Rules Partner Communities   When working with partner Communities there a few ways to setup sharing. Here we will walk through setting up sharing rules to allow you to share records across mangers within your Partner Accounts.   Sharing rolls up the Role Hierarchy and Partner Communities can have up to 3 levels in the Role Hierarchy. While this helps with a basic management setup, it does not allow your managers to share records across the same level in the Hierarchy.   In order to share across the hierarchy so your managers can see each others records follow the instructions below:   Go to Setup > Security > Sharing Rules Scroll down to Account Sharing Rules Click “New” Enter your Label The rule Name will auto populate Rule Type of Based on record owner Account: owner by members of – Portal Roles and Subordinates – Select one of the Partner Account Manager Roles Share With – Portal Roles – Select the same partner manager role Set the ...

SETTING A DEFAULT LIST VIEW   Tabs are the main interface to get to your records within Salesforce. When you click on a tab, the first thing you are presented with is the “Recently  Viewed“ list  which may be good for  for  many users, often power, or super users, this recently viewed list is not helpful and causes extra clicks and steps in their workflow. If you are one of these users and wish to slip the “Recently Viewed” list, here are some tips to be considered as Salesforce has not given us a method to mark a list view as the default for these tabs. I will show you some tips below on how to have better access to the List Views you want with fewer clicks. For this example, I will be using a custom object called Projects. If using Salesforce Classic: The first tip I will give you is a custom Tab with a Visual Force page that is designed to take you to the last List View you looked at. This ca be helpful as many people only use one or 2 list views...