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Custom Report Types in Salesforce

Salesforce.com enables users create custom report types that allow you to connect up to four related objects in order to expand the scope of your Org’s reporting ability. Once you have defined a custom report type, users can create custom reports from it. We can create custom report types with custom objects.  Custom reports also …

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Building Workflows in Salesforce

Workflows in Salesforce is a flow that automates certain tasks based on the given business logic. It could be described as a set of automated actions. These actions are executed, when a criterion is met. If the criteria are not met, then the records will get saved without any action being executed. Salesforce Workflows can …

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Tabular Reports in Salesforce

Tabular reports in Salesforce are analogous to spreadsheets and are best for creating lists of records or a list with a single grand total. They consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports can’t be used to create groups of data or charts, …

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Record Level Security in Salesforce

Record Level Security in Salesforce : To implement a more precise control over the data access, Salesforce allows particular users to view specific fields, that are associated with an object. Record access specifies which individual records can be viewed and edited by the users, for each of the objects that the user profiles can access. …

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Sharing Rules in Salesforce

Sharing Rules in Salesforce allows users to open up access to records based on record ownership (which is based on ownership) or specific criteria ( which is based on criteria) on a record such as a specific value. Sharing rules in Salesforce enables horizontal access to the records for users. Even before we dig into …

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Role Hierarchy in Salesforce

Role hierarchy in Salesforce inherits the permissions to objects of users that are below them. Example, the Sales manager role inherits the permission of Sales rep role as the manager comes above the sales rep in the hierarchy. Role hierarchy plays an important part in determining the user access level. It is used with the …

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AppExchange in Salesforce

AppExchange in Salesforce is a platforms that provide multiple components for the developers as well as users. However, a platform will be considered flexible only if it allows to integrate the apps from a third-party marketplace or repository. Salesforce is one of those platforms which provides that flexibility of importing or adding the apps from …

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