by Michael Philbrick | May 22, 2015 | Uncategorized
Expanding the Sharing Model In Security Part 3 of this series we looked at collaboration at the entity and object record level. Assuming that there is some degree of editing or viewing restriction a record owner can designate a unique group of users additional rights…
by Michael Philbrick | Apr 26, 2015 | Uncategorized
Teams In a previous post I mentioned that in some cases a common term may be used by each platform to represent different concepts. Teams fall into this category. Until the release of Dynamics CRM 2013 it was truly “apples and oranges.” This release…
by Michael Philbrick | Feb 16, 2015 | Uncategorized
Vertical Sharing In Part 1 we explored the security roles and how they impact access to the objects or entities. Now we are going to examine record-level rather than object-level access. To review, recall that Dynamics CRM’s security roles intermingle record and…
by Michael Philbrick | Nov 28, 2014 | Blog
This is going to be one of those posts that states the obvious; that is, it will make perfect sense once the object relationships and functionality are understood. The catch for a relatively new and excited administrator is that the power of SFDC seems endless…