Phil's Salesforce Tip of the Week

Formula Warning – Phil’s Salesforce Tip of the Week #424

Formula Warning

You feel safe and secure having set up your Profiles, Roles, Sharing etc! But here is a warning when setting up Cross Object Formulas. Did you know that if you create a formula that references a field on another object and display that formula in your page layout, users can see the field on the object even if they don’t have access to that object record. It may not be an issue, but you want to be aware so you do not get tripped up on this!

Here is an example of what could go wrong…”For example, if you create a formula field on the Case object that references an account field, and display that formula field in the case page layout, users can see this field even if they don’t have access to the account record”.

Formula Warning

In other news…

The Exchange magazine

Click here for the latest edition of the Exchange (Autumn 2020). As always it is full of Community info, News, and of course Apps. There are some recipes, a Trailblazer spotlight on Kim Wargo, and some belated Halloween ideas.

Exchange

Congratulations

Congratulations to 2 of my MVP friends, who this month have moved to roles at the Salesforce Mothership. Anup Jadhav joins as Senior Project Architect (Insurance), and Jodi Wagner as Financial Services Cross Cloud Specialist. Salesforce are lucky to have you both!

And finally

This week sadly saw the passing of a football legend Nobby Stiles. He was a World Cup winner in 1966, winner of the European Cup with Manchester United, as well as the English league. I spoke to Nobby’s nephew this week to pass on my condolences. Mike Stiles was my Business Studies teacher at school. So who knows, maybe without Mike, Nobby, and family, I wouldn’t be running my own business today! RIP Norbert aka ‘the destroyer’. Sometimes the smallest guy on the pitch can make the biggest impact.

Nobby Stiles (left) with George Best and Bobby Charlton

Phil's Salesforce Tip of the Week

Dreamforce To You – Phil’s Salesforce Tip of the Week #423

Dreamforce To You

If things were different, we may have been jumping onto flights next weekend for a trip to DF2020. But instead ‘Dreamforce To You‘ invades our homes, in some sort of retaliation for us invading San Francisco for so many years. It is, I quote, “completely reimagined” so hopefully not just days of zoom meetings?? On the positive side there will be a Keynote from Marc Benioff (reserved seating for everyone), and there will be no jetlag.

Dreamforce To You

Dreamforce To You

What will you miss about an in-person Dreamforce? And what will you be glad not to leave the house for? I discussed this with some of my colleagues and we shared our thoughts…let’s add your thoughts as a guest too, ping me!

In other news…

Org Picker

I mentioned a while back about the updated Help Experience, and something I revisited today was the Org Picker. Now that Orgs are being linked to the one Trailhead account, and with linking email address, the page has now filled up a bit! I can’t share my personal screenshot of the Orgs because there are LOADS, and many subject to NDAs, but I had ‘fun’ looking at Orgs listed that I had forgotten about a long time since. The practical use for this page is to Log in, or to get support.

Org Picker

Further info

“The Salesforce Organization Picker will display an Salesforce Organization tile for all Salesforce Organizations you have access to with the provided credentials. This is based on the Salesforce Accounts you have connected to your Trailblazer.me Profile.
The page will also display any additional Salesforce Organizations you have associated with email addresses linked to your Trailblazer.me profile, even if you have not explicitly linked those credentials.
Each Salesforce Organization will showcase your role within the Salesforce Organization, how many open cases you have and some key details about the Salesforce Organization. Each tile will have a button to Log In or Get Support ”

See more details here.