Category Archives : Salesforce Admin

Salesforce Instances, Orgs and Environments – Salesforce Admin Tutorial

On January 27, 2022, Posted by , In Salesforce Admin, With Comments Off on Salesforce Instances, Orgs and Environments – Salesforce Admin Tutorial

As we know, Salesforce is built on the concept of multi-tenancy architecture i.e. customers use shared servers or resources. Therefore, the unit that contains all the resources like application, database, etc to run salesforce is known as “Salesforce Instance”. There are many instances distributed in various regions like North America(NA),…

Object Relationships – Salesforce Admin Tutorial

On January 20, 2022, Posted by , In Salesforce Admin, With Comments Off on Object Relationships – Salesforce Admin Tutorial

Object Relationships are very important when you want to expand your data model and take it to the next level by defining a connection among objects. For example, if you have say custom objects named as “School” and “Student” then it is important to define a relation between these 2…

Data Management – Salesforce Admin Tutorial

On January 15, 2022, Posted by , In Salesforce Admin, With Comments Off on Data Management – Salesforce Admin Tutorial

Data Managements means import/export of data from/to the external system using out of the box or third-party tools. We can classify into two types: Data Import Data Export There are various tools which can be used for import/export of data in/from salesforce.  Data Import Wizard Data Export Wizard Data Loader…

Salesforce Objects – Salesforce Admin Tutorial

On January 6, 2022, Posted by , In Salesforce Admin, With Comments Off on Salesforce Objects – Salesforce Admin Tutorial

Overview of Objects  Types of objects  Standard Objects  Custom Objects  Overview of objects Data is stored in the database tables generally represented in the form of rows and columns just like a spreadsheet. In salesforce, these database tables are referred to as Objects and we can consider Columns as “Fields”…

Declarative Tools for Automation – Process builder

On December 27, 2021, Posted by , In Salesforce Admin, With Comments Off on Declarative Tools for Automation – Process builder

Process Builder is another automation tool along with workflows (also considered as an enhanced version of workflows in some aspects) to automate the business processes. It provides you with a very powerful and user-friendly visual representation of the flow process as you build it. Like workflows, one can also create…

Declarative Tools for Automation Workflow Rules – Salesforce Admin Tutorial

On December 21, 2021, Posted by , In Salesforce Admin, With Comments Off on Declarative Tools for Automation Workflow Rules – Salesforce Admin Tutorial

Basically, there are three major tools by which we can automate the system by clicks and configurations: Workflow Rules Process Builder Flows Before we move ahead into its details, we need to understand why and when we need these tools. These declarative tools let you automate internal procedures and processes…

Declarative Tool for Automation (Flows) – Salesforce Admin Tutorial Chapter – 1

On December 14, 2021, Posted by , In Salesforce Admin, With Comments Off on Declarative Tool for Automation (Flows) – Salesforce Admin Tutorial Chapter – 1

Process Builder is that the first effective apparatus that a Salesforce Admin has at their transfer, giving you with comparable powers, that Salesforce engineers have. In the event that you’d like to perform mass upgrades over different irrelevant records, or complex rationale into opportunity change, these are common illustrations for after you ought to utilize flow. Not at all like moderately uncomplicated ‘If/then’ rationale given to us by means of workflow rules and process builder, flows permit us to accomplish complexity levels close to custom code through a GUI The advantage of Salesforce Flow is…