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, …
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. …
Salesforce allows importing records with the external IDs. While importing the custom objects such as accounts or opportunities, we can use an external ID, that will prevent the creation of duplicate records during an import. In Salesforce, the external ID is a custom field with an external ID attribute. This means that it contains unique …
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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 …
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 …
Creating 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 …
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 …
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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 …
Validation rules in Salesforce are often used to verifying the integrity of a given data or a record. Any platform that deals with databases has validation rules to prevent data integrity and data duplicity. Salesforce is not an exception, and it also allows the creation of validation rules for different org. In Salesforce, the validation …
Roll-Up summary fields in Salesforce are the elevated version of the formula fields. The formula fields show the values calculated from different fields from a single record. While the roll-up summary fields, calculate the values from a given set of related records, similar to the related list. The roll-up summary fields can be created to …