Category Archives : Admin Tutorial

Navigating the Salesforce Admin Career Path 2024

On March 26, 2024, Posted by , In Admin Tutorial,Uncategorized, With Comments Off on Navigating the Salesforce Admin Career Path 2024

Certainly! Let’s expand each paragraph to 100 words for a more in-depth look at the Salesforce Admin career path. What is a Salesforce Admin? Salesforce Administrators are pivotal in harnessing the full potential of Salesforce, a leading Customer Relationship Management (CRM) platform. They are the architects behind a company’s Salesforce…

Salesforce Reports and Dashboards: Making Data-Driven Decisions with Salesforce

On October 14, 2023, Posted by , In Admin Tutorial, With Comments Off on Salesforce Reports and Dashboards: Making Data-Driven Decisions with Salesforce

Making data-driven decisions is essential if businesses want to stay competitive and successful in today’s fast-paced business landscape. With massive amounts of data generated every day, the challenge is to extract meaningful insights from this information in order to guide strategic actions. Salesforce is a leading Customer Relationship Management (CRM)…

A Guide to Customization in Salesforce Everything you need to know to get started

On September 15, 2023, Posted by , In Admin Tutorial, With Comments Off on A Guide to Customization in Salesforce Everything you need to know to get started

Salesforce is the world’s leading Customer Relationship Management (CRM) platform today. It enables businesses to manage customer data, track sales activities, automate a variety of processes, and therefore reach their goals faster.  While Salesforce provides many out-of-the-box features to help you streamline business operations, tailoring the platform to your specific…

What is Salesforce, and why is it the most popular CRM platform in the World?

On September 12, 2023, Posted by , In Admin Tutorial, With Comments Off on What is Salesforce, and why is it the most popular CRM platform in the World?

Cloud Computing Technologies have seen a significant increase in recent years. Salesforce is one such technology that has had an enormous impact in this field. Businesses and organizations worldwide are adopting this particular CRM platform, while Salesforce Admins and Salesforce Developers are probably the most demanded and highly valued professionals…

Salesforce Admin Tutorial Chapter – 18

On June 28, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Salesforce Admin Tutorial Chapter – 18

Relationship Fields (Master-Detail) Master-detail relationship is another parent-child relationship similar to lookup. But it imposes more constraints on the involved objects compared to the latter. Previous article Salesforce Admin Tutorial – 17, explains about Relationship Fields (Lookup). To understand this, let’s go through some prominent characteristics of the master-details relationship. …

Relationship Fields in Salesforce

On June 21, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Relationship Fields in Salesforce

Relationship Fields (Lookup) Lookup relationship is one of the simplest relationships you can create between Salesforce objects. It’s a parent-child relationship but with relatively fewer restrictions. Account and Contact objects are an example of a lookup relationship between standard Salesforce objects. Some prominent characteristics of the lookup relationship include: CRS…

Approval Process in Salesforce

On June 14, 2023, Posted by , In Admin Tutorial,Salesforce Admin,Salesforce Tutorial, With Comments Off on Approval Process in Salesforce

Approval Process Step-by-Step Explanation and Interview Questions Table of Contents What is an Approval Process? Approval processes are used to automatically approve a record for an org. They are defined using a sequence of steps and perform an approve, reject, or recall action on each record. Salesforce also supports the…

Workflow Rules in Salesforce

On June 7, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Workflow Rules in Salesforce

Workflow rules in Salesforce Workflows are used in Salesforce to automate certain business processes. You can set them up to perform certain actions based on user-defined criteria. There are three types of instances where you can set up criteria to be evaluated in this context. They are: CRS Info Solutions…

Salesforce Classic Email Templates

On May 31, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Salesforce Classic Email Templates

Classic Email Templates Classic email templates allow users to design the content and structure of the email messages sent to third parties through Salesforce. They are also referred to as “Communication Templates” due to this reason. These templates primarily have two content types, static and dynamic, and two template types,…

Data Management – Salesforce

On May 24, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Data Management – Salesforce

Data Management When conducting data manipulation operations on a bulk of data, you need the help of a dedicated tool to speed up the process. Data Loader is one of the most popular Salesforce-authorized tools used for this task. Data loader allows you to process a maximum of 5 million…