Using the Territory hierarchy for row-level security in CRM Analytics is a popular request. If you’ve previously done this in CRMA, you’ve probably come across Darshna Sharma’s fantastic blog. Good news: In Winter ’25, we’re making things easier than ever. Let’s start with the Pre Winter ’25 Approach Without going into too much detail, here ...
This blog post highlights the Data Cloud functionalities currently available in Shield Event Monitoring, which is part of the Salesforce Shield suite of products. As we work on adding new functionalities to this integration, customers can use these existing functionalities to observe and monitor their Data Cloud implementation. Overview of Event Monitoring Shield: Event Monitoring ...
Note: In Summer 24 CRM Analytics included Territory Management as part of the default row level security. Check out the blog on how it works and how to set it up here. Data security has always been critical. And sometimes it becomes difficult to align business processes and the data security model. To be honest, ...
