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…
Declarative Tools for Automation Workflow Rules – Salesforce Admin Tutorial
Basically, there are three major tools by which we can automate the system by clicks and configurations: Workflow Rules Process Builder Flows Before we move ahead into its details, we need to understand why and when we need these tools. These declarative tools let you automate internal procedures and processes…
Declarative Tool for Automation (Flows) – Salesforce Admin Tutorial Chapter – 1
Process Builder is that the first effective apparatus that a Salesforce Admin has at their transfer, giving you with comparable powers, that Salesforce engineers have. In the event that you’d like to perform mass upgrades over different irrelevant records, or complex rationale into opportunity change, these are common illustrations for after you ought to utilize flow. Not at all like moderately uncomplicated ‘If/then’ rationale given to us by means of workflow rules and process builder, flows permit us to accomplish complexity levels close to custom code through a GUI The advantage of Salesforce Flow is…






