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
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?
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
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. …
Salesforce Admin Tutorial Chapter – 17
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. Previous article, Salesforce Admin Tutorial – 16, explains about Approval Process. Account and Contact objects are an example of a lookup relationship between standard…
Salesforce Admin Tutorial Chapter – 16
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 ability to approve records through email. Previous article, Salesforce Admin tutorial -15, Workflow…
Salesforce Admin Tutorial Chapter – 15
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: Previous article Salesforce…
Salesforce Admin Tutorial Chapter – 14
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. Previous article, Salesforce Admin Tutorial – 13, explains about Data Management. These templates primarily…
Salesforce Admin Tutorial Chapter – 13
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. Previous article, Salesforce Admin Tutorial – 12, Roles. Data loader allows…
Salesforce Admin Tutorial Chapter – 12
Roles Roles introduce hierarchy into a Salesforce org. They control access at the record level based on where the user sits on the hierarchy pyramid. It achieves this by overriding the access settings defined in the Organization Wide Defaults (OWD). Previous article, Salesforce Admin tutorial – 11, explains about Permission…
