Monthly Archives : April 2023

Record Types – Salesforce

On April 26, 2023, Posted by , In Admin,Admin Tutorial, With Comments Off on Record Types – Salesforce

Table of Contents What are Record Types? In Salesforce, record types serve as a means to categorize and organize data within an object. Consider an object as a repository, and each record type within it as a distinct category, tailored for specific types of records. For instance, within the “Contacts”…

Custom Page Layouts – Salesforce

On April 19, 2023, Posted by , In Admin,Admin Tutorial, With Comments Off on Custom Page Layouts – Salesforce

Table of Contents Custom Page Layouts In the previous section on page layouts, we looked at how to customize a layout Salesforce has provided to our preferences. But Salesforce also allows us to create our own custom page layouts for more flexibility.  Page layouts in Salesforce are essential for crafting…

Page Layouts in Salesforce

On April 12, 2023, Posted by , In Admin,Admin Tutorial, With Comments Off on Page Layouts in Salesforce

Table of Contents What are Page Layouts? In Salesforce, page layouts are an essential tool for administrators to customize the organization of fields, related lists, and other components on object record pages. They enable the arrangement of both standard and custom objects, allowing for a tailored display of information and…

Formula Fields in Salesforce

On April 6, 2023, Posted by , In Admin,Admin Tutorial, With Comments Off on Formula Fields in Salesforce

Table of Contents What is a Salesforce Formula Field? Formula Fields in Salesforce are a powerful built-in feature that allows you to perform calculations and manipulate your existing Salesforce data to gain deeper insights. Similar to how we use formulas in Excel, these fields enable users to create both simple…