The purpose of this page is to document configuration of our SFDC org. This will serve as the "go-to" place to check in regards to questions on our general configuration.
For roles that should automatically receive Salesforce access your account and permissions will be automatically created by Okta. For anyone else who needs Salesforce access for their job responsibilities, please open an Access Request.
This has moved to the Internal Handbook
Learn more about Salesforce Certificates and Keys here
The Salesforce knowledge base has a resource that addressed what to do and how to handle Expiring certificates. Currently in Salesforce our certificate is located in two places and needs to be updated in both. In order to update please follow the below steps and update in the following locations.
Certificate and Key Management in setup. From there create a self-signed certificate and ensure that the options match the certificat you are replaceing. Please note that the information in the Certificate field will be slightly differnt between the old an new certificate. Then update the certificate in the following locations
Request Signing Certificate picklist. (Do not upload the Salesforce Created Certificate into the file Identity Provider Certificate)Label picklist| Critical Permission | Systems Administrator | Sales Operations | All Other Profiles | Permission Set Assigned to Individuals |
|---|---|---|---|---|
| Deploy Change Sets | Yes | No | No | No |
| Customize Application | Yes | No | No | No |
| Manage Users | Yes | Yes | No | Yes - Sales Comp Team |
Our Salesforce Backup solution is Ownbackup. There compliance information is located here.