Create Custom Objects, Apps & Fields in Salesforce
Salesforce is not just a CRM, it is a powerful platform that allows businesses to customize their environment according to their processes. Learning to create custom objects, apps, and fields empowers Salesforce Admins to tailor Salesforce to business needs without code, aligning seamlessly with automation and reporting. This step-by-step guide…
Text Types – Custom Fields in Salesforce
Are you learning Salesforce Admin and wondering how to work with custom fields and text types? In this tutorial, we will learn step-by-step how to create custom fields of Text, Text Area, and Rich Text Area in Salesforce Lightning with practical screenshots for your clear understanding. Whether you are preparing…
Navigating the Salesforce Admin Career Path 2024
Certainly! Let’s expand each paragraph to 100 words for a more in-depth look at the Salesforce Admin career path. What is a Salesforce Admin? Salesforce Administrators are pivotal in harnessing the full potential of Salesforce, a leading Customer Relationship Management (CRM) platform. They are the architects behind a company’s Salesforce…
Salesforce Reports and Dashboards: Making Data-Driven Decisions with Salesforce
Introduction Making data-driven decisions is essential if businesses want to stay competitive and successful in today’s fast-paced business landscape. With massive amounts of data generated every day, the challenge is to extract meaningful insights from this information in order to guide strategic actions. Preparing for your next Salesforce interview? Check…
A Guide to Customization in Salesforce Everything you need to know to get started
Salesforce is the world’s leading Customer Relationship Management (CRM) platform today. It enables businesses to manage customer data, track sales activities, automate a variety of processes, and therefore reach their goals faster. While Salesforce provides many out-of-the-box features to help you streamline business operations, tailoring the platform to your specific…
What is Salesforce, and why is it the most popular CRM platform in the World?
Cloud Computing Technologies have seen a significant increase in recent years. Salesforce is one such technology that has had an enormous impact in this field. Businesses and organizations worldwide are adopting this particular CRM platform, while Salesforce Admins and Salesforce Developers are probably the most demanded and highly valued professionals…
Master-detail Relationship in Salesforce
Table of Contents Introduction Master-detail relationships in Salesforce are fundamental for defining the parent-child relationship between objects, offering robust data management and hierarchical structures. These relationships ensure that the child record (detail) is inherently linked to the parent record (master), providing seamless data integration and cascading actions. In this article,…
Lookup Relationship in Salesforce
Table of Contents What is Relationship? In Salesforce, a relationship refers to the connection between two data objects that allows them to interact and share information. These relationships help structure and organize data by linking related records. Salesforce provides various types of relationships, including lookup and master-detail relationships, to suit…
Approval Process in Salesforce
Table of Contents What is an Approval Process? Approval processes are used to automatically approve a record for an org. They are defined using a sequence of steps and perform an approve, reject, or recall action on each record. Salesforce also supports the ability to approve records through email. Read…
Workflow Rules in Salesforce
Workflow rules in Salesforce Workflows are used in Salesforce to automate certain business processes. You can set them up to perform certain actions based on user-defined criteria. Read more:Â SOQL Query in Salesforce There are three types of instances where you can set up criteria to be evaluated in this context….
