Category: admin tutorial

Adding New Users in Salesforce

An administrator in Salesforce can perform multiple tasks related to user management. He can add new users, edit permissions, and even can delete the users. He can also reset the passwords and grant data access. In this tutorial, we will learn how to add new users in Salesforce. Before you add the users in the Salesforce, you …

Custom Objects in Salesforce

In Salesforce.com, there are several standard objects, such as Accounts, Contacts, Opportunities, Leads, and Cases, all of which are part of the foundations for customer relationship management and sales. Outside these core objects, there may be other use cases where you’ll need to create new custom objects in Salesforce to handle a business use case. In …

Profiles in Salesforce

Not all the users will have the same set of privileges, they will have a different set of permissions and privileges base on their profile. The profile defines what a particular user can do when he is logged into salesforce. It depends a lot on the job role of the user. Each profile will have different …

Record Types in Salesforce

Record Types in Salesforce determine which features are available on page layouts, including fields, locations and properties. We must understand that record types in Salesforce are not always needed, this depends on our business. Salesforce record types are used in a scenario like, when we need to show different page layouts, apply different processes and need …

Salesforce Features Overview

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 …

Salesforce Customizing Page with Lightning App Builder

Any object record page in Salesforce can be completely customized and personalized using the page layouts. This is where Salesforce is different from the standard offerings. We can adopt two different approaches in this case for customization. These two options are: Customizing the page layout Customize the contents Lightning pages on Salesforce are nothing but a …

Salesforce Standard Objects

Salesforce Standard Objects : In Salesforce the objects are the database tables, that store data. This data is specific to a particular organization. Like any other DBMS (Database Management system), salesforce stores the data in a relational database. It has got the user-created data as well as the system data. The system data can be anything …

Database Concepts in Salesforce

Salesforce is a CRM platform. Being a CRM platform, it has to deal with a huge chunk of data. This data is organized and stored into different databases, which are also referred to as Salesforce objects. This tutorial will discuss the database concepts that exist in Salesforce. Salesforce also deals with the RDBMS database, just like …