Category Archives : Salesforce Admin

Salesforce – Data and Analytics Management

On January 23, 2024, Posted by , In Salesforce,Salesforce Admin, With Comments Off on Salesforce – Data and Analytics Management

Salesforce Admin – Data and Analytics Management | Certification Exam Multiple Choice Questions and answers Let’s restart the list of multiple-choice questions on “Salesforce Admin – Data and Analytics Management”: These questions cover various aspects of Salesforce Admin responsibilities related to data and analytics management, including reporting, data import/export, and…

The Strategic Path from Salesforce Administrator to Architect

On January 21, 2024, Posted by , In Salesforce,Salesforce Admin, With Comments Off on The Strategic Path from Salesforce Administrator to Architect

In the dynamic world of Salesforce, a noteworthy trend has emerged: Salesforce Administrators are progressively evolving into Salesforce Architects. This transition marks a significant escalation in responsibilities, expertise, and career opportunities. This comprehensive guide delves into the nuances of this transition, offering a detailed roadmap for Salesforce Administrators aspiring to…

Top 50 Salesforce Admin Interview Questions and Answers

On January 19, 2024, Posted by , In Interview Questions,Salesforce,Salesforce Admin, With Comments Off on Top 50 Salesforce Admin Interview Questions and Answers

Table of Contents Here are the top 50 questions that are often asked in Salesforce admin job interviews in 2023: These questions cover a wide range of topics in Salesforce administration and will help you prepare comprehensively for your job interview. Enhance your expertise with CRS Info Solutions, offering job-oriented…

Salesforce – Configuration and Setup | Certification Exam Questions

On January 18, 2024, Posted by , In Salesforce,Salesforce Admin, With Comments Off on Salesforce – Configuration and Setup | Certification Exam Questions

Salesforce Admin – Configuration and Setup | Certification Exam Multiple Choice Questions and answers Creating multiple choice questions for “Salesforce Admin – Configuration and Setup” can be a great way to test and enhance your understanding of the platform. Give your best effort when writing your answers. If you require…

How to Create Your Own CRM In Excel?

On December 24, 2023, Posted by , In Salesforce,Salesforce Admin, With Comments Off on How to Create Your Own CRM In Excel?

Before diving into the creation process, it’s crucial to understand what CRM is and why Excel is an effective tool for this purpose. CRM systems help businesses manage customer data, track interactions, and automate various marketing and sales tasks. Excel’s wide range of functionalities, such as data entry, sorting, filtering,…

The Evolution of Salesforce: from a Daring Idea to the #1 CRM Platform

On October 28, 2023, Posted by , In Salesforce Admin, With Comments Off on The Evolution of Salesforce: from a Daring Idea to the #1 CRM Platform

Today, Salesforce is a dominant CRM platform with thousands of customers, which has created a separate professional ecosystem and is probably the most lucrative job market in the IT segment. But how and why did it all start? Today we shall take you on a journey through the history of…

Master-detail Relationship in Salesforce

On June 28, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Master-detail Relationship in Salesforce

Table of Contents Introduction Master-detail relationships in Salesforce are fundamental for defining the parent-child relationship between objects, offering robust data management and hierarchical structures. These relationships ensure that the child record (detail) is inherently linked to the parent record (master), providing seamless data integration and cascading actions. In this article,…

Lookup Relationship in Salesforce

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

Table of Contents What is Relationship? In Salesforce, a relationship refers to the connection between two data objects that allows them to interact and share information. These relationships help structure and organize data by linking related records. Salesforce provides various types of relationships, including lookup and master-detail relationships, to suit…

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

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 ability to approve records through email. Read…

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. Read more: SOQL Query in Salesforce There are three types of instances where you can set up criteria to be evaluated in this context….