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Belinda Wong
Director, Product Management
belinda.wong@salesforce.com
@BelindaWong
Get the Most from Custom Permissions
Logic using Clicks not Code
Jimmy Hua
Software Engineer
jhua@salesforce.com
Aris Chang
Software Engineer
aris.chang@salesforce.com
Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or
service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts
or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Agenda
What are Custom Permissions?
Use Cases
Demo
What are Custom Permissions?
Tickets to control custom functions
Custom Permission Use Cases
Create individualized user access and experiences
Gate Fork
Demo
Use Custom Permissions to replace hard-code profile IDs
Validation Rules
Formula
Dynamic Display in Visualforce
Simple Expense Application for Super Heros
Key Benefit of Using Custom Permissions
$Permission.<CustomPerm>
✔
Create Expense Report App Demo
Control logic, calculations & display
using CUSTOM PERMISSIONS
Additional Resources
Where the trail never ends
Links to Additional Resources
• Documentation for permission objects ( https://developer.salesforce.com )
• Profile and Permission Set Object Relationship Diagram
• Profiles API guide
• Permission Sets API guide
• Custom Permission in the Salesforce Hacker Blog ( http://www.salesforcehacker.com/ )
• Recommended Trailhead Modules
• Build a Suggestion Box App
( https://trailhead.salesforce.com/en/project/suggestion_box )
• Visualforce & Lightning Experience
( https://trailhead.salesforce.com/en/module/lex_dev_visualforce )
Thank Y u

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Get the Most from Custom Permissions by Aris Chang, Belinda Wong & Jimmy Hua

  • 1. Belinda Wong Director, Product Management belinda.wong@salesforce.com @BelindaWong Get the Most from Custom Permissions Logic using Clicks not Code Jimmy Hua Software Engineer jhua@salesforce.com Aris Chang Software Engineer aris.chang@salesforce.com
  • 2. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Agenda What are Custom Permissions? Use Cases Demo
  • 4. What are Custom Permissions? Tickets to control custom functions
  • 5. Custom Permission Use Cases Create individualized user access and experiences Gate Fork
  • 6. Demo Use Custom Permissions to replace hard-code profile IDs Validation Rules Formula Dynamic Display in Visualforce Simple Expense Application for Super Heros
  • 7. Key Benefit of Using Custom Permissions $Permission.<CustomPerm> ✔
  • 8. Create Expense Report App Demo Control logic, calculations & display using CUSTOM PERMISSIONS
  • 10. Links to Additional Resources • Documentation for permission objects ( https://developer.salesforce.com ) • Profile and Permission Set Object Relationship Diagram • Profiles API guide • Permission Sets API guide • Custom Permission in the Salesforce Hacker Blog ( http://www.salesforcehacker.com/ ) • Recommended Trailhead Modules • Build a Suggestion Box App ( https://trailhead.salesforce.com/en/project/suggestion_box ) • Visualforce & Lightning Experience ( https://trailhead.salesforce.com/en/module/lex_dev_visualforce )

Editor's Notes

  1. Key Takeaway: We are a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce. Talk Track: Before I begin, just a quick note that when considering future developments, whether by us or with any other solution provider, you should always base your purchasing decisions on what is currently available.
  2. https://perm-comparator.herokuapp.com/