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Mike Wheeler has taught over 125,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
In this lecture, I discuss how to set up a Sharing Rule on the Account object to extend Read Only access to our example user. Sharing Rules are used to grant further access to records and can't be used to restrict access.
In this lecture we look at Sample Test Question #3 in the Exam Guide. It goes into record visibility and mentions that there is a Private sharing model that has been set up. I walk you through how to dissect the question and determine what the right answer is.
Beyond the out-of-the-box functionality of creating a new contact to associate it with an account, there are several other ways to establish relationships between accounts and contacts. We set up three additional features in our org that further extend and enhance the account to contact relations...
In this lecture, I show you how to view an account hierarchy, as well as to associate other accounts into the Hierarchy. We also address how to adjust the columns that are displayed in the Account Hierarchy page layout.