![]() This can be configured from the Field Level Security page. Read and Edit access to all Standard and Custom objects, fields, and record types.See the attached spreadsheet to assist you in creating a permission set containing all Record Types. For successful Restore operations and also for un-archiving records if you use the Archive tool. (Currently the Permission Report verifies field level permissions, but does not check for the record types you may need). Read and Update access to all record types in your org.The Authenticated User must have the following permissions: User Profile Permissions Basic Permissions This should enhance security and audit trail capabilities, assist in avoiding API concurrency collisions, and other similar user issues. The recommended best practice for large data volumes, is to have a dedicated Authenticated User for the Backup product, and a separate dedicated Authenticated User for the Archive product. The specific permissions for each user is defined either in the user’s profile, or via a permission set. As a best practice, we recommend having a dedicated user as the Authenticated User. The Authenticated User is the user that connects our application to the client's Salesforce org. ![]() Instead of a list of filenames for the last 20 changes made, you can see the actual lines of code or XML that were altered.We leverage the Salesforce API. ![]() Blue Canvas also tracks declarative changes as well. Most importantly, we also log the specific code changes that happen in Git so you can see what has been changed. With Blue Canvas, Git keeps track of the username of the user who made each change and takes a timestamp of when it happened. The Blue Canvas implementation of Git for Salesforce provides a lot more data to Salesforce admins and developers looking to see what is happening on their Orgs. VERSION CONTROL SHOWS WHAT CHANGED IN SALESFORCEįortunately, you can use a tool like Git to provide more tracking. How a user changed a file is usually a lot more critical than the name of the file they changed. There is no way to show specifically what changed. It shows the user and the file name they changed but nothing more. And the data they do provide is pretty spartan. If you need to go back further you cannot. If you want more information you can download the last six months of changes as. First, it only shows the last 20 changes in the UI. The audit trail is nice but it’s misses a lot. Notice anything (besides redacted emails)? Want to get an audit trail of all changes on your Org? This help topic points you to the View Setup Audit Trail shown below. Unfortunately, Salesforce provides too little tooling here. Good release management requires a better understanding of what is changing in your application. More and more organizations are moving towards SOX compliance and yet have no way of accurately auditing what changes happen on their Orgs and when, let alone who made them. This applies to enterprises even more than to consultants. But all changes to metadata are “code” changes and should be treated as such. Too often developers and admins treat declarative and “code” changes as separate. Sometimes changes get made to your metadata that have trickle down effects to other parts of your code. ![]() The only reason they found out about the changes was because they specifically asked their client when they got back and the client remembered all the changes.īut developers aren’t always so lucky. The consultant went off for the holiday break and came back to find that a number of changes had been made directly in production without their knowledge. They said that they were working with a client on a project. A Salesforce consultant recently told us a story.
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