Attach Files to Records

Attaching files to records is a powerful way to collaborate and stay organized in Salesforce. You keep information on an opportunity, account, or case right where you need it. Share relevant documents with anyone with access to the record. REQUIRED EDITIONS AND USER...

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Multi-Layered Secure Delegation System

Introducing Role Hierarchies The first way that we can share access to records is by defining a role hierarchy. Similar to an org chart, a role hierarchy represents a level of data access that a user or group of users needs. Users assigned to...

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Two-Factor Authentication Log In Requirements

Set Two-Factor Authentication Login Requirements As a Salesforce admin, you can require your users to use a second factor of authentication when they log in. REQUIRED EDITIONS AND USER PERMISSIONS Available in: both Salesforce Classic (not available in all orgs) and...

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HIPPA Compliance and Security

Salesforce maintains a comprehensive list of compliance certifications including but not limited to HIPAA certification. This link takes you to the compliance website for Salesforce. In addition, Salesforce Shield allows for...

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