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…

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…

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 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…

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”…

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…

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…

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…