Category Archives : Salesforce Admin

Salesforce Classic Email Templates

On May 31, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Salesforce Classic Email Templates

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. These templates primarily have two content types, static and dynamic, and two template types,…

Data Management – Salesforce

On May 24, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Data Management – Salesforce

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. Data loader allows you to process a maximum of 5 million…

Roles in Salesforce

On May 17, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Roles in Salesforce

What are Roles in Salesforce? Salesforce roles are a hierarchical framework that defines the level of access and visibility users have within a Salesforce organization. This hierarchical structure is designed to mimic the organizational hierarchy of a company, ensuring that users at higher levels in the hierarchy have greater access…

Permission Sets in Salesforce Step-by-Step

On May 10, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Permission Sets in Salesforce Step-by-Step

What are Permission Sets? In Salesforce, the concepts of Profiles and Permission Sets are crucial, yet they can often be perplexing. This article will delve into Permission Sets, followed by an exploration of Profile Sets. Permission Sets, also known as Object Level Security in Salesforce, are collections of permissions and…

Step-by-step Validation Rules in Salesforce

On May 3, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Step-by-step Validation Rules in Salesforce

Table of Contents 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…

Fields in Salesforce

On March 28, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin,Salesforce Tutorial, With Comments Off on Fields in Salesforce

Table of Contents: 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…

Objects and Tabs in Salesforce

On March 21, 2023, Posted by , In Admin Tutorial,Salesforce Admin, With Comments Off on Objects and Tabs in Salesforce

Table of Contents Salesforce Objects Overview Salesforce Objects serve as the backbone of the Salesforce platform, functioning as database tables that store data pertinent to an organization. These objects are categorized into two primary types: Properties of Custom Objects Read more: What are Page layouts in Salesforce and how t…

Data Security in Salesforce Admin

On April 14, 2022, Posted by , In Salesforce Admin, With Comments Off on 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

On February 20, 2022, Posted by , In Salesforce Admin, With Comments Off on 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

On February 6, 2022, Posted by , In Salesforce Admin, With Comments Off on 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…