In this way, Roles/Public Groups and Profiles/Permission Sets work together to determine a user’s access to functionality and to records. That’s where row level access like roles and public groups come in – if a user’s profile says they can read, create, edit accounts then their role and public groups tell you which accounts they can read and edit.
Where Profiles and Permission Sets tell you whether a user can create an account, it doesn’t tell you which account they can read or edit. They both contain similar permissions that can be assigned to a user so that they can do things like run reports or CRUD accounts or read and edit fields. Permission sets and Profies are very similar.
SALESFORCE NO CLONE BUTTON ACTION DASHBOARD FULL
Resulting in a “six-page memo that’s narratively structured” with full sentences etc. He consequently follows the brains natural attraction to narratives, no more bullet points. PS: Jeff Bezos from Amazon banned PowerPoint in executive meetings. In the same time, you automatically train the audience in the use and best practice of EA which will drive adoption and ROI in the end. As a result, the meeting focus will most likely shift to a more in dept and action-oriented discussion. The audience can inform themselves and explore the data by themselves upfront.
This way EA can create huge time savings not only for the presenter, the whole audience will benefit. If you integrate filter to slice and dice you can answer almost every data related questions ad hoc. Use the markup feature for the most noteworthy insights.Ĭreate interactive presentations and drive adoption with leading by exampleįinally, in your live meeting, you simply present in EA “presentation” mode to walk thru your findings and discussion points.Enable Annotations for your dashboard to start and keep the discussion going, it’s all about interactivity and communication.Give your audience and yourself a sequential click flow by using “NEXT” and “PREVIOUS” buttons.Create your story points as links, by clicking on it you jump to the related page/dashboard.You can hide dashboards and resort if needed.
Not because I’m not able to use the tool, but of how much time it is going to cost me. Unfortunately, I’m already scared when I hear the word alone. Powerpoint is an amazing tool if it is used the right way.