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
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…
Data Security in Salesforce Admin
There are three key develops related to information in Salesforce: objects, fields, and records. Objects refer to tables in databases. Fields refer to columns of the table. Records refer to columns of information interior the table. Salesforce provides object-level, field-level, and record-level security to secure get to protest, field, and person records. The scenario Antony is a sales rep who has joined Container Corp as a sales executive. He needs…
UI Customizations in Salesforce Admin
In this article, we will learn how we can customize the user interface in salesforce using layouts. We will cover the below points: Page Layouts and Record types Mini and Compact Page Layouts Search Layouts Page Layouts and Record Types Page Layouts Page Layout in Salesforce permits us to customize…
Data Validation & Validation Rules in Salesforce Admin Tutorial
Data validation refers to an activity of making sure that the entered data is meeting all the specified standards defined. Some of the benefits of data validations: Up-to-dated data Improved data quality Easy to run analytical reports on cleaner data High data completeness Types of data validation in salesforce Data…
Salesforce Instances, Orgs and Environments – Salesforce Admin Tutorial
As we know, Salesforce is built on the concept of multi-tenancy architecture i.e. customers use shared servers or resources. Therefore, the unit that contains all the resources like application, database, etc to run salesforce is known as “Salesforce Instance”. There are many instances distributed in various regions like North America(NA),…
Relationships in Salesforce
Table of Contents Object Relationships are very important when you want to expand your data model and take it to the next level by defining a connection among objects. For example, if you have say custom objects named as “School” and “Student” then it is important to define a relation…
Data Management – Salesforce Admin Tutorial
Data Managements means import/export of data from/to the external system using out of the box or third-party tools. We can classify into two types: Data Import Data Export There are various tools which can be used for import/export of data in/from salesforce. Data Import Wizard Data Export Wizard Data Loader…
Salesforce Objects – Salesforce Admin Tutorial
Overview of Objects Types of objects Standard Objects Custom Objects Overview of objects Data is stored in the database tables generally represented in the form of rows and columns just like a spreadsheet. In salesforce, these database tables are referred to as Objects and we can consider Columns as “Fields”…
Declarative Tools for Automation – Process builder
Process Builder is another automation tool along with workflows (also considered as an enhanced version of workflows in some aspects) to automate the business processes. It provides you with a very powerful and user-friendly visual representation of the flow process as you build it. Like workflows, one can also create…
