Category Archives : Admin Tutorial

Page Layouts in Salesforce

On April 12, 2023, Posted by , In Admin,Admin Tutorial, With Comments Off on Page Layouts in Salesforce

Table of Contents: What are Page Layouts? In Salesforce, page layouts are an essential tool for administrators to customize the organization of fields, related lists, and other components on object record pages. They enable the arrangement of both standard and custom objects, allowing for a tailored display of information and…

Formula Fields in Salesforce

On April 6, 2023, Posted by , In Admin,Admin Tutorial, With Comments Off on Formula Fields in Salesforce

Table of Contents What is a Salesforce Formula Field? Formula Fields in Salesforce are a powerful built-in feature that allows you to perform calculations and manipulate your existing Salesforce data to gain deeper insights. Similar to how we use formulas in Excel, these fields enable users to create both simple…

Fields in Salesforce

On March 28, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin,Salesforce Tutorial, With Comments Off on Fields in Salesforce

Table of Contents: Fields: Fields are columns of a Salesforce object. They represent certain details about the object. For example, our Employee object can consist of the following fields.  Fields also can be standard and custom. Name is an example of a standard field, which Salesforce has created for our…

Objects and Tabs in Salesforce

On March 21, 2023, Posted by , In Admin Tutorial,Salesforce Admin, With Comments Off on Objects and Tabs in Salesforce

Table of Contents Salesforce Objects Overview Salesforce Objects serve as the backbone of the Salesforce platform, functioning as database tables that store data pertinent to an organization. In Salesforce, objects are classified into two primary types: I. Standard Objects and II. Custom Objects. 1. Standard Objects Standard Objects are built-in…

Salesforce Apps

On March 14, 2023, Posted by , In Admin Tutorial, With Comments Off on Salesforce Apps

In Salesforce, applications are a collection of objects or tabs. Objects here refer to something similar to database tables. Tabs, on the other hand, are links that take you to these tables. We use these objects and tabs to manage records of different types.  Read the previous article Create Developer…

Salesforce Admin Tutorial – 2: Create Developer Account

On February 27, 2023, Posted by , In Admin Tutorial, With Comments Off on Salesforce Admin Tutorial – 2: Create Developer Account

How to create a Salesforce Developer account Creating a Salesforce Developer account is entirely free. You don’t need to pay anything to acquire this license. It, however, limits your access to a limited number of features on the platform. There’ll also be a 5MB limit on data storage and a…

Salesforce Admin Tutorial – Introduction and Overview

On February 20, 2023, Posted by , In Admin Tutorial, With Comments Off on Salesforce Admin Tutorial – Introduction and Overview

Table of Contents What is Salesforce? Salesforce is a cloud-based software company that provides customer relationship management (CRM) services. It allows businesses to use cloud technology to better connect with customers, partners, and potential clients. The platform is designed to manage and analyze customer activity across multiple touchpoints and streamline…