{"id":2755,"date":"2021-12-15T10:47:00","date_gmt":"2021-12-15T10:47:00","guid":{"rendered":"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/?p=2755"},"modified":"2021-12-20T11:22:44","modified_gmt":"2021-12-20T11:22:44","slug":"cotswolds-community-applying-principles-and-considering-profiles","status":"publish","type":"post","link":"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-community-applying-principles-and-considering-profiles\/","title":{"rendered":"Cotswolds Salesforce Community Group: Applying principles and considering profiles"},"content":{"rendered":"\n<p>Thursday 25th November, we hosted our last Cotswolds Salesforce Community Group event before the New Year. We were thrilled to have so many members of the Salesforce Ohana join and learn from our fantastic speakers &#8211; not forgetting taking part in our Salesforce trivia quiz.<\/p>\n\n\n\n<p>We were delighted to have been joined by two inspiring speakers and wanted to re-share the top points from their informative sessions. This week, we\u2019re showcasing the top tips from Louise Lockie and Salesforce security.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Louise Lockie, marvellous Salesforce MVP<\/strong><\/h3>\n\n\n\n<p>An inspiring figure in the Salesforce ecosystem, Louise Lockie is a Salesforce MVP with serious speaking skills. Louise is also a 16x certified Application Architect, Certified Instructor, Women in Tech Leader and Conference Speaker. With a strong background in working with senior stakeholders to identify, Louise clearly understands and captures business requirements with security in mind.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Locking it down and opening it up<\/strong><\/h3>\n\n\n\n<p>Louise\u2019s session provided clarity with a simple back to basics style. It was a great reminder to not make assumptions, and surfaced some great insights and tips for even the most experienced admins.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Applying principles&nbsp;<\/strong><\/h3>\n\n\n\n<p>Louise made it clear that it is important to apply the principle of least privilege within a Salesforce org.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Considering profiles<\/strong><\/h3>\n\n\n\n<p>Considering just four profiles such as baseline users, sys admin, integration user and api only in your orgs can provide an excellent element of security. Plus a fifth profile for Chatter may be beneficial. Phasing out profiles and moving to permission sets and permission set groups and making sure these are documented in the org is also an important step.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Layout changes&nbsp;<\/strong><\/h3>\n\n\n\n<p>Page layout changes can now be managed using dynamic forms and conditional sections. Louise suggested researching effective visualisation tools to view security set-up outside of the org e.g such as Perm comparator.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>See you in February 2022!<\/strong><\/h3>\n\n\n\n<p>We\u2019re hoping to host our first Community Group of 2022 on Thursday 24th February, so&nbsp; keep up to date on our social media channels and Chatter Group for confirmation. We are hoping to hold the event in person with a virtual offering for those group members who are unable to travel too!<\/p>\n\n\n\n<p>Don\u2019t forget to join our <a href=\"https:\/\/trailblazercommunitygroups.com\/salesforce-admin-group-cheltenham-united-kingdom\/\">Chatter Group<\/a> and keep up to date on our <a href=\"https:\/\/bit.ly\/30Azvqt\">Trailblazer platform<\/a> for updates on upcoming meetings and events.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Thursday 25th November, we hosted our last Cotswolds Salesforce Community Group event before the New Year. We were thrilled to have so many members of the Salesforce Ohana join and learn from our fantastic speakers &#8211; not forgetting taking part in our Salesforce trivia quiz. We were delighted to have been joined by two inspiring speakers and wanted to re-share the top points from their [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":2761,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2755","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Cotswolds Salesforce Community Group: Applying principles and considering profiles | Coacto Consultants<\/title>\n<meta name=\"description\" content=\"It was great to host the Cotswolds Salesforce Community Group in November. Find out more about Louise Lockie\u2019s session on applying principles and considering profiles.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cotswolds Salesforce Community Group: Applying principles and considering profiles | Coacto Consultants\" \/>\n<meta property=\"og:description\" content=\"It was great to host the Cotswolds Salesforce Community Group in November. Find out more about Louise Lockie\u2019s session on applying principles and considering profiles.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-community-applying-principles-and-considering-profiles\/\" \/>\n<meta property=\"og:site_name\" content=\"Coacto Consultants\" \/>\n<meta property=\"article:published_time\" content=\"2021-12-15T10:47:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-12-20T11:22:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/wp-content\/uploads\/2021\/12\/Blog-Header_Louise-Blog.png\" \/>\n\t<meta property=\"og:image:width\" content=\"940\" \/>\n\t<meta property=\"og:image:height\" content=\"788\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Paul Harris\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Paul Harris\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-community-applying-principles-and-considering-profiles\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-community-applying-principles-and-considering-profiles\/\"},\"author\":{\"name\":\"Paul Harris\",\"@id\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/#\/schema\/person\/bdcc18fee204ba3815045cbb826adb41\"},\"headline\":\"Cotswolds Salesforce Community Group: Applying principles and considering profiles\",\"datePublished\":\"2021-12-15T10:47:00+00:00\",\"dateModified\":\"2021-12-20T11:22:44+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-community-applying-principles-and-considering-profiles\/\"},\"wordCount\":393,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/#organization\"},\"articleSection\":[\"Blog\"],\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-community-applying-principles-and-considering-profiles\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-community-applying-principles-and-considering-profiles\/\",\"url\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-community-applying-principles-and-considering-profiles\/\",\"name\":\"Cotswolds Salesforce Community Group: Applying principles and considering profiles | Coacto Consultants\",\"isPartOf\":{\"@id\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/#website\"},\"datePublished\":\"2021-12-15T10:47:00+00:00\",\"dateModified\":\"2021-12-20T11:22:44+00:00\",\"description\":\"It was great to host the Cotswolds Salesforce Community Group in November. 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