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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 …

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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 …

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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. …

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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 …

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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 …

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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 …

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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, …

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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 …

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