List the information captured on the User Record Name Alias Email Username Delegated Approver Manager Title Company Department Division Address Time Zone Locale Language Newsletter Admin Newsletter Role Profile Active …
Sakthivel Madesh
Sakthivel Madesh
3x Salesforce MVP | Platform Champion | 22x Salesforce Certified | MuleSoft Certified | All Star Ranger | TechForce Services | Sydney | Australia
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Workflow Rule VS Approval Process: Workflow Rule Approval Process Automatic (triggered when record matches criteria) Manual. Can only be invoked if record matches criteria. No interaction required (time-based workflow rules …
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Describe the basics of the Workflow Approval Process steps: User submits record for approval. There is no method for automatic approval submission. Does this record match the criteria for any …
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differences between immediate and time-dependent Workflow actions Immediate workflow actions execute the instant the workflow rule criteria is met. Time dependent workflow actions are attached to time triggers. A time …
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use cases for the four Workflow Actions Create tasks: New/In-Progress/Close opportunity and create a task to follow up with client in 90 days for sales rep or CSR. Send emails: …
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Explain about salesforce workflow and when to use Salesforce workflow A workflow rule is triggered based upon pre-defined criteria. The workflow rule triggers workflow actions which can update fields, send …
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Page Layout Editors in Salesforce 1. Layout editor provides a drag-and-drop interface to define the user interface. Using Layout editor, fields of a page can be moved around, sections and …
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VisualForce and Apex Class in Salesforce 1. SalesForce provides two ways to build user interfaces. These are Page Builder and VisualForce. PageBuilder automatically generates pages with default look-and-feel. VisualForce allows …
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Salesforce Sites 1. User Interface can be private (internal Salesforce users) or public. Public interfaces are provided to anonymous users using Sites – any one could access a website built …
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Overview of Security in Force.com development platform 1. Every user in Salesforce has a profile. Profiles are of two types. A. Standard profile B. Custom profile A user’s profiles determines …