Category Archives : Admin

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…

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….

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…

Step-by-Step Salesforce Admin Tutorial for beginners

On May 19, 2023, Posted by , In Admin,Salesforce Tutorial, With Comments Off on Step-by-Step Salesforce Admin Tutorial for beginners

Table of Contents Throughout this free Salesforce guide from CRS Info Solutions, you will systemize and upgrade your understanding of Cloud Computing and Database Manipulation and get deep insights into Salesforce CRM Solutions and their application. Check out these top Salesforce interview questions and answers for extensive knowledge and informative…

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…

Record Types – Salesforce

On April 26, 2023, Posted by , In Admin,Admin Tutorial, With Comments Off on Record Types – Salesforce

Table of Contents What are Record Types? In Salesforce, record types serve as a means to categorize and organize data within an object. Consider an object as a repository, and each record type within it as a distinct category, tailored for specific types of records. For instance, within the “Contacts”…