Reports and Dashboards in Salesforce Salesforce provides powerful reporting and generation tools on the data stored in the objects. 1. In reports data displayed is as per running user’s security …
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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Salesforce objects, fields and relationships: 1. Objects logically correspond to database tables in a relational database. Fields of an object is similar in concept to column in relational database. 2. …
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Force.com development platform 1. Salesforce provides two type of licenses – Salesforce and Salesforce platform. Salesforce license allows access to online CRM product. 2. Force.com platform uses the standard Model …
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Salesforce DataLoader 1. Every object has a standard field called id. There is no need to define an explicit primary key in custom objects. The standard id field can be …
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Debugging Tools in Salesforce 1. View Setup Audit Trail is used to view list of configuration changes. It is available in Security Controls menu in the Setup area. Examples of …
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Validation rules and Formulas in Salesforce: 1. Validation rules can be attached to fields. They are executed when a record is created or updated. 2. When defining a validation rule, …
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Approvals and Workflow in Salesforce: Salesforce provides extensive support for implementation of workflow and approvals. 1. A queue can hold a predefined set of objects and consists of a set …
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Salesforce Applications: 1. To access Force.com platform visit the URL https://login.salesforce.com and click on the Setup link in the top nav bar. 2. To access apps, select Create|Apps menu in …
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A few important settings in the User Interface settings are explained below Enable Collapsible Sidebar Allows end-users to collapse sidebars. Enable New User Interface Theme For all end-users, new look-and-feel …
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Standard objects in Salesforce Salesforce has a set of standard objects. A very highlevel overview of these objects is included below. Account – Individuals or companies involved in business relationship. …