How to Create and Manage Permission Sets in Salesforce

As we know that permission sets in Salesforce are collections of permissions and settings that give access to the users to have additional access, which they have already got from their profile. There is also an option for multiple permissions as we can apply multiple permissions sets to multiple users, but only one profile can have one user. As you can see, there are some standard and custom permissions sets in Salesforce. In your org, there are already standard permissions sets, and custom permissions sets are created by the administrator or any user according to permissions available in your org editions.

How to Create Permission Sets In Salesforce

Step 1: Go to the setup, and in the quick find box, search permission sets. You can see there are some standard permission sets present in your org.

Step 2: Now Click on the “New” Button present just above the standard permission sets list.

Step 3: Then Fill in the following information 

This means that here you choose the “Salesforce Platform” License, so you can assign this permission set to only those users who have the “Salesforce Platform” License.

Step 4: Then click on the ‘Save’ Button. Hence your permission set is now created, and you can manage permissions on this permission set and will assign this permission set to the user.

Managing Permissions on Permission Set

  • The permissions available for the permission set are the same as the profile’s permissions other than Password policies, Login IP ranges, and Login hours. We can also manage the following permissions in the permission set.
  1. App Permissions
  2. Objets Permissions
  3. Fields Permissions
  4. User Permissions
  5. Tab Permissions
  6. Apex Class permissions
  7. VisualForce page permissions etc
  • Now Click on any of the following according to your requirement. Here I am selecting object permissions, i.e., Object Settings.
  • Click on any object as you want to give extra permissions to that object to any user. Here I am selecting the “Accountants” object.
  • Click on the “Edit” button. And manage permissions according to your requirement.
  • Click on the ‘Save’ button. Hence your changes are saved.
  • After managing permissions on permission sets, you can easily assign this permission set to the user as you want.

 

Lets Assign Permission Sets to the User

  1. Go to the permission set and click on it.
  2. Now Click on the ‘Manage Assignment’ button.
  3. Click on the “Add Assignment” button.
  4. Now select the user to whom you want to assign that permission set.
  5. Click on the “Assign”. 
  6. Now Click on the “Done” button.

Cheers! Your permission set is assigned to the user.

Are you looking for a customized Salesforce solution for your organization to stay one step ahead of your competitors? Please schedule a call with CloudVandana, a reputed Salesforce partner from India, and take Salesforce Staff Augmentation service for end-to-end Salesforce support. Call us now.

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CV TimeLogger- A Product That Tracks The Time Spent By The Team

CV TimeLogger is a very useful innovation of CloudVandana Solutions. CV TimeLogger helps to track the time spent by the team on their tasks and if the tasks are completed or not. It’s an Enterprise-Grade application designed to help the user(Manager, Supervisor, Company Owner) to manage tasks and the time spent by your team/employees on each task. 

Visit the link to more about Cv TimeLogger https://www.cvapp.store/product/cv-time-logger/  

CV Timelogger Installation Steps:

We recommend installing the app in the sandbox first and then install in production if everything looks fine.

  • Please enter the login details of your salesforce administrator if you are presented with the login screen.
  • Once you are presented with the installation screen, you must select which users should be granted access to the CV TimeLogger app, including all its components.
  • Most customers should select the middle option “Install for All Users,” ensuring that all users have the proper permissions should they be assigned a license in the next step.

Click the Checkbox as shown to Acknowledge your installation.

Once you make your selection, click the Install button.

Once the installation is complete, click the Done button to return to your Salesforce org.  You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes.

Now CV TimeLogger is Installed in your System.

You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view.

Configuration Steps

Manage Licenses

By default application license will be assigned to the system administrator who installed the application.

You can assign the licenses to the users as per the allowed licenses depending on the subscription.

Note: You can contact us at “support@cvapp.store” in case you see any discrepancy

From Setup, Search Installed Package and Click “Installed Packages”

Click on the Manage Licenses link for CV TimeLogger.

On Next Screen, Click on Add Users, or if you need to remove any existing user, then click on Remove Action.

Select the users for whom you want to give access to the app from the list of Available Users

Click on the Add button.

On the Next screen, you will see the list of users who can access this App.

Add CV TimeLogger Interface to Lightning Page

CV TimeLogger interface can be added to any Lightning record page, the home page, or the app page.

From the Home tab or any record detail page, click the gear icon at the top right corner and select Edit Page to open the Lightning App Builder.

To Edit any other Page, from setup, enter App Builder in the quick find search box, then click on Lightning App Builder.

Enter cvTimeLogger on the search component from the left.

Drag and Drop the CVTimeLogger component on your page layout at the desired section.

Click Save, and then click Activate.

You have a few options for activating a record page.

  • Make the page the org default for the object.
  • Make the page the default object record page for specific Lightning apps.
  • Assign the page to a combination of Lightning apps, record types, and profiles.
  • Assign the page to a form factor, such as a desktop or phone.

On the activation screen, click the tab for the chosen option and follow the steps to activate the page.

Visit salesforce help to learn more about Lightning  Pages. (Video Purpose)

Give permission of objects to the profile

From Setup, Enter Profiles in the Quick Find box, then select Profiles

Enhanced profile user interface—In the Find Setting..  box, enter the object’s name and select it from the list. Click Edit, then scroll to the Object Permissions section.

Original profile user interface—Click Edit, then scroll to the Standard Object Permissions, Custom Object Permissions, or External Object Permissions section.

Specify the object permissions for CV Exception Records(Check Read and Create Checkbox Only), CV tasks, and CV Time Entries.

Click Save.

If you are unfamiliar with which access is suitable, visit Object Permission from Salesforce Help and Training.

With CV TimeLogger’s easy-to-use Interface, you can view and update hours throughout the entire platform. Create CV Tasks and Assign them to your team.

Create CV Task

If you are a Manager, Supervisor, or need to assign a CV task to your colleague or yourself. You can use CV TimeLogger Interface to create a CV task easily and quickly.

Access CV TimeLogger App by clicking on the app launcher and searching for CV TimeLogger app.

Click on CV TimeLogger to open the app.

You will see the Time Tracking component on the homepage to log time and create CV tasks.

Tap on the icon in the Top Right corner of the interface.

Enter “Assigned To” and the Necessary details.

Click Save

New CV Task will get highlighted on the interface of the assigned user. CV task will be available for all the Dates from the Start to the End Date of the Assigned CV task.

Alternatively:

You can click on the CV tasks Tab from your CV TimeLogger App. Click on the New button to create a CV task.

Enter Assigned To and the necessary details.

Click Save.

You can use a list view to see all the CV tasks created or Assigned.

Visit here from Salesforce help & Training for more information on List views.

Log CV Time Entries

CV Time Tracking interface quickly shows all your assigned CV tasks for any specific date with a calendar option and manual navigation. It allows you to enter your hours and view logged CV Time Entries.

  • Access the CV TimeLogger App by clicking on the app launcher and searching for the CV TimeLogger app.
  • Click on CVTimeLogger to open the app
  • You will see the Time Tracking component on the homepage to log time and create CV tasks.
  •  You can Select the Date using calendar view or use prev. and the next arrow to navigate to the required date.
  • Click on the Assigned CV task to open the option to add or update the CV time entry.
  •  Use the Tap Tracking feature to click on + or – button to add time in intervals of 15min, 1hr, and 4hr.
  • With Manual Tracking, you can type Hours and add Notes for your time entries.
  • For the Unsaved CV time entry, an asterisk (*) will appear next to the logged Hours value.
  • Click Save to log the CV time entry for the given date. Now the asterisk (*) will disappear from that CV task. It is easy to identify the unsaved CV time entry with this interface.

View Hours entered for individual Assignment and as well as Total Hours entered for that day.

Key Points:
  • CV task will appear in the interface if the “Assigned To” is equal to log-in User and the Date selected on the interface is between the Start and End date of CV Tasks.
  • If you refresh or load the page, then the interface will show already logged CV Time Entries with Hours and Notes.
  • You can create only a single CV Time Entry in a Day for any Assigned CV Task. This framework is easy to manage your time.
  • Existing CV time entries will get updated if you make any changes in Hours or Enter Notes for the logged CV Time Entry for that Task in a Day.

Setup and Use CV TimeLogger in Mobile

CV TimeLogger Mobile App Setup

With CV TimeLogger, you can track CV time entries on your salesforce mobile app in a very efficient manner.

From Setup, Enter Navigation into the Quick Find search box and click on Salesforce Navigation

 From the list of available components on the left, select CV TimeLogger Mobile, then click Add.

Once complete, click Save.

The app is ready to use on Mobile to log hours with an interactive interface.

Use CV TimeLogger on Mobile App

Once the Mobile setup steps are completed, you can easily use the CV TimeLogger interface to create and update CV time entries. You can view all your assigned CV Tasks and logged hours in this interface between the start and end date of your assigned CV tasks.

Use the + or – button on Tap tracking to log hours or click on Enter Hours box to enter the hours manually and click on save.

 

How to Navigate

Click on the Menu option and select CV TimeLogger Mobile as shown. If you have another version of the app and it is not available, then click on the Menu Button and App launcher.

Select the Mobile Only App to access the CV TimeLogger Mobile Interface.

You will have a seamless experience of the CV TimeLogger application with the same interface as that of a desktop in Mobile.

To access Reports, Dashboard, or to create New CV Tasks. Click on the CV TimeLogger tab from the App launcher.

Click on CV Tasks to view recent CV Tasks or to create new CV tasks for your team or yourself. Click on the New button and enter the necessary details on the page and click save.

Click on Reports, Dashboard tab from CV TimeLogger to access “out of box” analytics.

Are you looking for such a useful product to enhance the productivity of your organization? Please schedule a free consultation call with CloudVandana, a reputed Salesforce partner from India, and get the full ROI of your Salesforce investment. 

Request a Free Consultation

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A GUIDE TO CV SUGGESTIONS BOX

CV Suggestions box is a very useful innovation by CloudVandana. The app empowers the employees of an organization to give needful suggestions related to their work and needs if they feel like it, they can share it, helping in the overall growth of the organization to achieve a peaceful & happy working environment.

Collaboration is the key to success for any organization. The company grows faster if the employees are happy, and with this app, the user can give the employees opportunities to participate in decision-making at work. As a result, they feel empowered and assume more ownership of their work which in turn helps to reduce the overall workload, thereby helping everyone contribute more.

This app is simple and natively designed on the Salesforce platform. Small size organizations can use this app for large enterprises. There is no industry-specific barrier to using this app. This would be helpful for companies working in any domain. 

To know more about this app, visit the link below.https://www.cvapp.store/product/suggestions-box/

So let’s dive into CV Suggestion Box Setup-

Installing “Suggestions Box” is easy – just click Get It Now from the AppExchange and follow the prompts to install in either Production/Sandbox (Professional Edition, Enterprise Edition, Unlimited Edition, or Performance Edition).

 Please enter the login details of your salesforce administrator if you are presented with the login screen

Once you are presented with the installation screen, you must select which users should be granted access to the app, including all its components.

Once you make your selection, click the Install button.

Once the installation is complete, click the Done button to return to your Salesforce org.  You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes.

Now Suggestions Box is Installed in your System.

You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view.

How to use CV Suggestions Box:

From the App launcher, search for Suggestion and Click Suggestion Box to open the app.

Once the app is open, you can click on the Suggestions Tab to view the suggestion entered by any user or add a new suggestion for your company.

Click on the New button from the right to create a New Suggestion.

Now Enter the details for your suggestion, like Suggestion Name, Suggestion Category, Description, etc., and click Save.

Now, the concerned team or department can go to this tab to see the suggestions entered and take the necessary action as required. They can edit to add their comments in the description, change the status to capture the progress, and also enter the Implemented date if the suggestion has been implemented.

Access Reports and Dashboard

Suggestions Box comes with out-of-the-box Reports and a Dashboard to analyze the suggestions and help to take action more effectively.

There are two pre-built reports within this app.

  • Suggestions: By Status
  • Suggestions: Status of Open Suggestions.

You can access Reports Tab, Navigate to the All folder, and Click Managed package folder to access the reports.

Example:- Sample Report – Suggestions: By Status

It gives all the Suggestions data grouped by status and shows the Number of Days it’s open in a nice tabular format.

Share Reports with other users in the organization.

By default, Reports and Dashboard are accessible to Admin users, but you can share them with any user within your organization. Follow these steps to share the Reports or Dashboard.

Click on the Reports Tab; from the All Folder, Navigate to Managed package folder.

From the drop-down menu on the right side of the folder, click on the Share button.

On the Next Screen, Search for any user and click on the share button. Now, the Name will appear on the below tab with the Access level.

Now Click on Done to close the screen.

Selected users can now view any report within this folder.

Please follow similar steps to share the Dashboard folder.

Click on the Dashboard Tab from the Suggestion Box app, and From the All folder, navigate to managed package dashboard folder.

In this folder, you can click on Suggestions Dashboard to view the dashboard.

 

Are you looking for such a solution or looking for experienced and skilled remote developers to enhance your organization? Please schedule a call with CloudVandana, a reputed Staff Augmentation firm in India, and hire the best team of remote developers based on your size and requirements. Call us now

Request a Free Consultation

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AN OVERVIEW OF CV TIMER, A TIME-TRACKING APP BY CLOUDVANDANA

Did you lose track of your time while working on any opportunity?

Do you want to track the time efficiently you spent on any Deal?

If these are some of the questions you are struggling with, CV Timer is here to your rescue. CV Timer will help you track your time by starting the clock and logging that Time with your deal or opportunity. 

Today, CloudVandana will discuss an essential product for every organization, CV Timer, introduced by the skilled developers of CloudVandana. 

Overview Of CV Timer

CV timer tracks the time the user or the teammates are spending on a particular task and then logs the hours automatically. CV Timer will help you track your time by starting the clock and logging that Time with your deal or opportunity. This app not only helps to manage the time efficiently but allows the managers to see the performances of the employees based on the time captured on any opportunity by intuitive Time tracking. CV Timer can be added to the Homepage and Utility Bar of any application.CloudVandana is providing you with the pre-built App having CV Timer Component added, so you can start using the app without any hassle. 

Visit the link mentioned in the pic to know more about CV Timer.

Steps to Install:-

  1. Please go to the above link to install the  CV Timer app in Production OR Sandbox Salesforce Org.
  2. Select your environment sandbox or production and click on the installation link accordingly to install the app in the selected environment.

We recommend installing the app in the sandbox first and then install in production if everything looks fine.

  1. Once you are presented with the installation screen, you are required to select which of your users should be granted access to the CV Timer app, including all its components.

Click the Checkbox as shown to Acknowledge your installation.

Once you make your selection, click the Install button.

Once the installation is complete, click the Done button to return to your Salesforce org.  You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes.

Now CV Timer is Installed in your System.

You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view.

How to configure CV Files App

CV Timer interface can be added to the Home page of any application.

You can also use the CV Timer directly from the Home Tab on the pre-built CV Timer app without doing any configuration

From App Launcher, Enter CV Timer and click on the CV Timer to open the app. Then Click Home Tab to access the CV Timer.

To add CV Timer to any other Home Page, please follow the below steps.

From the Home tab of any app, click the gear icon at the top right corner and select Edit Page to open the Lightning App Builder.

Enter CVTimer on the search component from the left.

Drag and Drop the CVTimer component on your page layout at the desired section.

You can also add a Utility bar for the CV timer to any app to access the timer from any record page or app page.

You can change the properties like Label, Icon, Panel Width, or Panel Height. We recommend keeping the default settings and Click Save.

User Setup

With CV Timer’s easy-to-use Interface, you can keep track of your time with an intuitive clock. You can use the Start, Stop and Reset buttons to interact with the CV Timer.

Start: This button will Start the Timer.

Stop: It will Pause the Timer.

Reset: It Reset the timer from 00:00:00

Create Time: This will allow you to log the Time in your CV Time Entry Record.

You can access the CV Timer from the Home tab, or Utility Tab configured for your app. You can also access the CV Timer from the box CV Timer app.

Once you are done with the work or whenever you want to log your time entry in the system, click on the Create Time button from the CV Timer Component.

CV Timer app is smart enough to capture opportunity detail automatically if you Create Time from any Opportunity Record’s CV Timer Utility.

Access Logged CV Time Entries

You can easily view your logged time from the CV Time Entries tab in CV Timer App.

Are you looking for skilled and experienced remote developers for your organizational enhancement? Please schedule a call with CloudVandana, the reputed Staff Augmentation firm in India, and hire the best team based on your requirements. Call us now

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The Ultimate Guide to Rollup Helper in Salesforce

As we know that Rollup Helper is a very helpful & popular app on AppExchange. It is used to get real-time data on hands. We can easily roll up Salesforce data – Min, Max, Count, Average, Percent from a child object to a parent object by using this app. Basically, the count, max, and other similar operations on parent objects are only available for the Master-Detail relationship data type. It also allows these features/functionality in Lookup Relationship.


How to use a Rollup helper?

Step 1:- Go to AppLauncher and click on “Visit Appexchange” search for “Roll-up Helper” and install it.

After installing the app, when you will see in “App Launcher” you will find an app as “Rollup Helper”

Step 2:- When you click on the “create” icon you will get the option on the next page to select the Destination object.

Step 3:- You will get an option to select a targeted field after selecting the targeted object and also to select the selected object result field (For this You have an option to use the existing Field or you can also create a new field on that object).

In this case, I have created a new field as:- 

Step 4:- After submitting the new field you will get an option to select Source(from where the data is coming) which means that the child object in this I have selected the Task object.

Step 5:- You will get an option to select the type(Sum, Count, Average, Min, Max) on that child object should we use as a source of our roll-up after selecting the child object.

Step 6:- If you want so you can also add your New filter criteria on that after selecting the type according to your condition.

Step 7:- You have options to save the Roll up or to save, schedule, run and share it.

Like this, we can see the changes on the object by creating the rollup helper which has a way to overcome the limitation of roll Up summary.

Key Limitations for free Version of Rollup Helper

  1. We can only run three roll-ups in Real-Time, Schedule, and Manual run Roll-ups.

Are you looking for skilled Salesforce resources to implement and maintain your Salesforce ecosystem for a better workflow? Please schedule a call with CloudVandana,  the registered Salesforce partner from India, and get the best Salesforce talent on-demand. Call us now

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