Category Archives : Admin

Salesforce Admin Tutorial Chapter – 18

On June 28, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on 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 – 17: Relationship Fields

On June 21, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Salesforce Admin Tutorial – 17: Relationship Fields

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

On June 7, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on 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 – 14: Classic Email Templates

On May 31, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Salesforce Admin Tutorial – 14: 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. Previous article, Salesforce Admin Tutorial – 13, explains about Data Management. These templates primarily…

Salesforce Admin Tutorial – 13: Data Management

On May 24, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Salesforce Admin Tutorial – 13: Data Management

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

On May 19, 2023, Posted by , In Admin,Salesforce Tutorial, With Comments Off on Salesforce Admin Tutorial

Table of Contents 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…

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 Step-by-Step : Salesforce Admin Tutorial – 11

On May 10, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on Permission Sets Step-by-Step : Salesforce Admin Tutorial – 11

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…

Validation Rules in Salesforce

On May 3, 2023, Posted by , In Admin,Admin Tutorial,Salesforce Admin, With Comments Off on 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…

Salesforce Admin Tutorial – 9: Record Types

On April 26, 2023, Posted by , In Admin,Admin Tutorial, With Comments Off on Salesforce Admin Tutorial – 9: Record Types

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”…