Category: admin tutorial

What is Data model in Salesforce?

Design and implement your data model in Salesforce with a simple point-n-click UI to define custom objects, fields, relationships, formulas and more. The database is tightly integrated with other parts of the platform providing reporting and search capabilities for all objects with no extra effort. Salesforce is a CRM platform. Being a CRM platform generates a …

Design and Develop your application on Force.com

Force.com is a powerful PaaS platform that can be used for developing powerful enterprise-class applications. It has been one of the preferred platforms of the developers as well as business users. Force.com allows us to create applications as per defined business logic, with complete customization and UI development. The applications available on Salesforce are built on …

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 allow …

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 save …

Joined Reports & Matrix Reports in Salesforce

Matrix reports in Salesforce are similar to summary reports but are much more powerful and complex. This format allows user to group and summarize data by both rows and columns. This format is particularly useful for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in …

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, and …

How to monitor Debug Logs in Salesforce

Debug logs in Salesforce records database operations, debug statements, warnings, system processes, and errors that occur when executing a transaction or while running unit tests. The platform generates a debug log every time a user executes a transaction that is included in the filter criteria. You can specify to generate debug logs for any user on …

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. Before …

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 sharing …

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 sharing …