Hi, Is there any reason why we cannot see some of the standard fields from Account while creating a report. For e.g. we cannot see account number, account site etc., from standard account report types. We tried to create a custom report type that shows all fields for accounts & contacts, yet not able to see them. have SA permissions. Is there any thing that will prevent them from being reported on? Appreciate if anyone has any thoughts on how to get around?
In our organization, we have sales reps report to Managers --> Executives --> CEO. Reps are grouped by NE, MW Markets. We need to enable NE users to see/work on some of opportunities that belong to MW. Similarly some of MW Reps would need to see some opportunities owned by NE. How could we set up the roles. I beleive it can be done via sharing rules.
Is it possible to prevent some users from downloading report data?
Is it possible to hide/enable some portion of dashboard to a specific user group?
what is the best way to look at the existing roles set up in SFDC? I am plannig to get a matrix of who have access to what? Is there anything available from salesforce.com?
1) Is it posible to restrict user to a specific record type - I have Account record type called "Margue Account" and I want to give access to few users. All other users, should not be able to read accounts of this record type?
2) Restrict user from downloading data – is it done via role or user profile?
3) Dashboard – can we hide/enable some portion of dashboard to some users.
4) MS outlook add-in - Can this be installed at Exchange server?
We work with SMB as well as enterprise customers (Financial / banking /high-tech/ Media customers) in the East Coast with reference to Salesforce.com project implementation. We are looking for strong technical resources in the areas of force.com, apex programming, sites, visualforce.com as well as technical project managers who can create use cases, business process review and high-level technical design documents. Please forward your resume along with salary requirements to jobs@seepath.com
Experience: At least 3 salesforce.com / force.com project implementation experience
Certification: force.com developer certification or related certifications is required
We are looking for SFDC Project Manager to help our customer who is expanding their SalesForce.Com CRM application to Latin America and Europe. The Project Manager will be directly responsible for the Governance and Compliance of SalesForce across seas. Candidate will be working directly with Stakeholders, International Sales Executives and installation/config engineers. Strong international Financial and Currency understanding will be beneficial for this role. Candidate will use video conferencing to communicate directly with European and Latin American Sales Executives. Project Manager will be communicating with identified vendor for compliance, and internal resources will be available for Data Migration using ETL. The Project Manager will be the `Orchestrator` of this Enterprise Level, International CRM implementation. This is a 6 -12 months contract position. If you are interested, please forward your resume to jobs@seepath.com. Thank you.
We design and implement products (on the custom cloud) for the financial services industry - investment banking, capital markets, wealth management, Asset Management using the force.com platform. Currently we are looking for Business Systems analysts and technical force.com developers to join our firm as we are helping one of our customers to transition to SaaS platform.
Requirements:
At least 6+ years of experience in the financial services industry as a Business Analyst Experience with GAP analysis, "as-is" vs "to-be" analysis Extensive experience with the creation of BRD, Use Cases as well as Systems Specs using industry best practices Experience with Salesforce.com, force.com, force.com sites, visualforce.com Knowledge of Apex, S-control Design & Development experience in the Custom Cloud Certification a big plus Excellent written and presentation skills Must be a Team player
Contract and / or contract to hire full time opportunity
Please send your resume along with your salary requirements for immediate consideration to jobs@seepath.com
We and we design and implement products in the financial services industry - investment banking, capital markets, wealth management, Asset Management using the force.com platform. Currently we are looking for Business Systems analysts and technical force.com developers to join our firm as we are helping one of our customers to transition to SaaS platform.
Requirements:
At least 6+ years of experience in the financial services industry as a Business Analyst Experience with GAP analysis, "as-is" vs "to-be" analysis Extensive experience with the creation of BRD, Use Cases as well as Systems Specs using industry best practices Experience with Salesforce.com, force.com, force.com sites, visualforce.com Knowledge of Apex, S-control Experience with Custom Cloud Certification a big plus Excellent written and presentation skills Must be a Team player
Contract and / or contract to hire full time opportunity
Please send your resume along with your salary requirements for immediate consideration
Looking for a freelance or full-time SA in Philadelphia, Boston, New York and/or DC to join our team (or willing to travel part-time). Must have 3+ years experience in integration and development on force.com for mid to large sized engagements. Ideal candidate should be able to:
1. Assess current system architecture and propose recommended architecture
2. Evaluate and estimate effort required to build interfaces using a varieties of toolsets
3. Have strong customer-facing skills
We have projects with closed work orders ready to go.
