Step 1: Install the Unmanaged Package
Step 2: Enable History tracking on “amount “field of Opprtunity object
Setup -> Object manger -> Opportunity -> Field and relationships -> Set history tracking tab
Step 3: Look at organizational structure and create roles under CEO
Setup -> Roles : add roles under CEO
Step 4: Set Organization wide default settings for Opportunity and Account objects
Step 5: Create User profiles by cloning Standard Profile with appropriate permissions
Setup -> Profiles -> Standard Profile
1. Field Sales
Ensure the following permissions:
1. create their own list views
2. create reports and dashboards,
3. Field Sales users should have mobile access(manage mobile Configuration)
4. They should also be able to read, create, and edit (but not delete) their own opportunities.
5. read and edit all accounts
Inside Sales
Set Login IP address
Setup Login Hours(between 8:00 AM and 6:00 PM PT, Monday-Friday)
Enable the other permissions:
1. They should not have mobile access(manage mobile configurations)
2. They should be able to create reports, dashboards
3. They should be able to create reports, dashboard folders
4. They should be able to create and manage list views for themselves and other people. (create list view, manage list view)
5. Inside sales users can view, create, and edit all accounts and opportunities
Sales Executive User
Permissions:
1. Sales Executive users should be able to view all opportunities and accounts (regardless of other sharing settings), but not be able to create, edit, or delete any opportunities or accounts)
2. They should be able to create reports and dashboards
3. They should have mobile access,
Create A user named Samantha Cordero, and assign her the Field Sales User profile and the Field Sales role.
Setup -> Users -> New User
Create 2 opportunity records as per requirement and change ownership to Samantha
1. Create an opportunity owned by Samantha with the stage name ‘Needs Analysis’.
2. Create a Closed Won opportunity owned by Samantha, with the type of ‘Existing Customer — Upgrade’.
Create A public group by name “Project Managers”
And add Filed Sales user and Inside sales user to it
Create Sharing Rules on Opportunity Object
PMs should be able to view all opportunities where Type = “Existing Customer — Upgrade” and Stage = “Closed Won”, but should not view any other opportunities owned by other users.
Setup -> Sharing Setting -> Opportunity Sharing Rule
Rule1: (Based on Criteria)
Rule 2: (Based on Record owner)
then run all Apex tests by:
1.Search for ‘Apex Test Execution’ in Setup Quick Find.
2.Click the’ Select Tests’ button.
3.Choose ‘[All Namespaces]’ from the dropdown menu.
4.Select the ‘BeAwesome’ test with the ‘sb_security’ Namespace Prefix.
5.Click the ‘Run’ button.
Create a Permission Set 2FA (which enables 2 factor authentication and assign it to Samantha)
Assign user
