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 | Jan 19, 2015 | Uncategorized
Features and Terminology It’s no surprise that both CRM platforms possess robust and comprehensive security features. Virtually all security models from the simplest to the most complex can be implemented and maintained. Each environment has a moderate learning curve…
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…