Category: admin tutorial

Page Layouts in Salesforce

In this Salesforce tutorial, we will learn about what are Page Layouts in Salesforce and their importance in SFDC. Page layouts in Salesforce determines the field, relates lists, sections, and buttons when users view or edit a record. We can modify an Salesforce Object’s default page layout or create new Salesforce page layout. Page layout in …

What are fields in Salesforce

In Salesforce, Objects are referred as database tables, fields in Salesforce are referred as columns and records are the Rows. For every Salesforce object, Identity, system, and name fields are standard. In Salesforce.com, every standard object comes with a set of predefined, standard fields. Standard objects can be customized by adding relevant custom fields. Custom fields …

What are Objects in Salesforce?

Objects in Salesforce are like database tables which are the most key element in Salesforce. Salesforce Objects provide structure for storing data and are also incorporated into the interface. This helps the users to interact with the data. Salesforce Objects are containers for the information. They also give the special functionality required in the app. For …

Salesforce Login and Navigation

Welcome to Salesforce tutorial, in this tutorial we will learn about Salesforce login and Navigation. To log in to Salesforce, you need to go to https://login.salesforce.com/. This is important, as we’ll see later when we discuss sandboxes—you have to go to https://test.salesforce.com/ to log in to a sandbox. Your Salesforce username has to be in the …

Salesforce Editions

How to check Salesforce Edition that we use? Salesforce.com provides different types of Salesforce editions and features depending upon the cloud that we use. Generally for Sales cloud, Salesforce.com provides four types of Salesforce Editions, they are Essential. Professional. Enterprise. Unlimited. How to Check Salesforce Editions? To check the Salesforce edition, check the following steps. Go …

Setting up Multiple Currencies in Salesforce

Multiple currencies in Salesforce is one of the Salesforce-constrained and advanced features. You can indicate which currency standards your organization uses, and individual users can apply explicit currencies to their settings depending on where they do business. After enabling it, sales reps can enter the amount in the opportunity field in their local currency. Organizations can …

Setting up Company Information in Salesforce

Company information in Salesforce contains all basic information about your company such as a local address, fax number, and phone numbers. Once the company purchases the Salesforce organization, the company has to set up the company profile. Company Information in Salesforce Setup Click on the gear icon at the top of the page and launch Setup …

How to Setup Fiscal Year in Salesforce

A fiscal year in Salesforce is a period utilized to compute yearly fiscal summaries in the organizations. The system administrator can set the fiscal year for the organization. The fiscal year data are utilized in reporting and forecasting. Salesforce uses two types of fiscal years: Standard fiscal year Custom fiscal year Standard Fiscal year in Salesforce …

SalesForce Deployment and Assertions

What is Salesforce Deployment? Deployment in Salesforce is the process of migrating metadata from one Org to another Organization. This Salesforce Deployment and assertion is used when promoting code from a sandbox or Developer Org into a production environment. The Metadata API facilitates deployment using either the Force.com IDE or the Force.com Migration tool. The Force.com …

Data Loader in Salesforce

Salesforce.com offers a client application for inserting, updating, upserting, deleting and extracting records called the Data Loader. The Data Loader in Salesforce, can move data into and out of virtually any type of object using CSV files. To prevent duplicate records from being created during the import process, you can use an ID from an external …