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…
Salesforce Admin Tutorial Chapter – 11
Permission Sets Permission sets are used in Salesforce to improvise additional permissions on top of existing profiles. You can use them to override permissions defined at the profile level. For example, they can enable a user or multiple users to access an object or a field that is inaccessible according…
Salesforce Admin Tutorial Chapter – 10
Validation Rules Validation rules are used in Salesforce to enforce users to enter correct information when creating and modifying records. It helps us to maintain the accuracy and the quality of the data stored. Salesforce triggers validation rules before saving the data, allowing us to guarantee that no incorrect information…
Salesforce Admin Tutorial – 5
Fields Fields are columns of a Salesforce object. They represent certain details about the object. For example, our Employee object can consist of the following fields. Fields also can be standard and custom. Name is an example of a standard field, which Salesforce has created for our Employee object by…
Salesforce Admin Tutorial – 4
Objects and Tabs An object in Salesforce is a database table that stores a collection of records and fields. Here, fields act as table columns while records act as rows. Before reading 4th tutorial, please read Salesforce Admin tutorial – 3, explains about how to create Salesforce Apps. Salesforce…
Data Security in Salesforce Admin
There are three key develops related to information in Salesforce: objects, fields, and records. Objects refer to tables in databases. Fields refer to columns of the table. Records refer to columns of information interior the table. Salesforce provides object-level, field-level, and record-level security to secure get to protest, field, and person records. The scenario Antony is a sales rep who has joined Container Corp as a sales executive. He needs…
UI Customizations in Salesforce Admin
In this article, we will learn how we can customize the user interface in salesforce using layouts. We will cover the below points: Page Layouts and Record types Mini and Compact Page Layouts Search Layouts Page Layouts and Record Types Page Layouts Page Layout in Salesforce permits us to customize…
Data Validation & Validation Rules in Salesforce Admin Tutorial
Data validation refers to an activity of making sure that the entered data is meeting all the specified standards defined. Some of the benefits of data validations: Up-to-dated data Improved data quality Easy to run analytical reports on cleaner data High data completeness Types of data validation in salesforce Data…
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),…
