Category: admin tutorial

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 another …

Using Organization-Wide Defaults in salesforce

Organization-Wide Defaults in Salesforce decides whether you you you want to have open organization, where all data is visible and editable by everyone (or) any data needs to be restricted from being viewed or edited by certain users. The first step is to make sure the organization-wide defaults in Salesforce settings are set to private. Salesforce …

Approval Process in Salesforce

In this Salesforce Tutorial, we will learn about Approval Process in Salesforce. So what is an Approval process in Salesforce? There might be a requirement in the org, where the Salesforce record needs to be approved. This approval is manual, but Salesforce allows it to make it automated with the Approval process. The approval process is …

Navigating through Salesforce Setup

Salesforce Setup : Navigating through the salesforce could be a cumbersome task initially, as it is a feature-rich application. One of the most important section of the salesforce app is “Setup”. Specifically for developers, there are multiple options in the setup module. The setup module can be used for configuring and customizing the interface. It can …

Auditing in Salesforce

Auditing in Salesforce : For any platform, proper audit mechanisms ensure complete security and compliance of the system. Proper audit mechanisms ensure complete information about the system, which can be reviewed in an event of a potential security breach or even system downtime. However, a common misconception is that the audit mechanisms secure the platform. This …

Salesforce Features

Salesforce Features : Customizing a platform can be time-consuming, and sometimes it might need proper expertise. However, there will be out of box features, which can be used readily without any customization or configurations. The out of box features are the standard features, which can be used straight away. Often, small and medium businesses might not …

Building Dashboards in Salesforce

Dashboards in Salesforce present the data as visual components, that are easier to understand and interpret. We have learned about the reports in other modules. But, the report is a mere presentation of organized data, and might not be interpreted readily for decision making. What are Dashboards in Salesforce? Dashboards in Salesforce brief the data in …

How to Create a Salesforce Site

Often business requires sites that can be accessed publicly, but the site is integrated to Salesforce in the backend. A good example will be a site, where customers can submit orders, and the order number is submitted to the Salesforce Org in the background. Some business will not want their customers to login with their username …

Creating Visualforce Page Step by Step

Visualforce pages can include any HTML and JavaScript you wish to include. You can mix these with the Standard Component library or you can define your own set of custom components, which themselves can include HTML, JavaScript and standard components. With a little bit of knowledge on markup language and logical programming, you can start with …

Translation Workbench in Salesforce

Translation Workbench in Salesforce is used to maintain the translated values for metadata and data labels within the Salesforce org. Salesforce.com allows users to work in their language of choice with a simple language attribute on the users’ record. The salesforce.com UI is available in Danish, German, English, Spanish, Finnish, French, Italian, Japanese, Korean, Dutch, Portuguese …