Salesforce Admin Tutorial Chapter – 18
Relationship Fields (Master-Detail) Master-detail relationship is another parent-child relationship similar to lookup. But it imposes more constraints on the involved objects compared to the latter. Previous article Salesforce Admin Tutorial – 17, explains about Relationship Fields (Lookup). To understand this, let’s go through some prominent characteristics of the master-details relationship. …
Salesforce Admin Tutorial Chapter – 17
Relationship Fields (Lookup) Lookup relationship is one of the simplest relationships you can create between Salesforce objects. It’s a parent-child relationship but with relatively fewer restrictions. Previous article, Salesforce Admin Tutorial – 16, explains about Approval Process. Account and Contact objects are an example of a lookup relationship between standard…
Salesforce Admin Tutorial Chapter – 15
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. There are three types of instances where you can set up criteria to be evaluated in this context. They are: Previous article Salesforce…
Salesforce Admin Tutorial Chapter – 14
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. Previous article, Salesforce Admin Tutorial – 13, explains about Data Management. These templates primarily…
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
This free Salesforce tutorial is built for everyone who wants to get the essential knowledge and understanding of Salesforce’s nature and principles, the main objectives, and the role of Salesforce Admin in the environment of the world’s leading CRM platforms. Throughout this free Salesforce guide from CRS Info Solutions, you…
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 Chapter – 9
Record Types With the page layout assignment in the previous section, we were able to assign a particular page layout to a profile. Record types allow us to take this process a step further and assign more than one layout to a profile. Previous article, Salesforce Admin tutorial – 8,…
