What Are Record Types in Salesforce?
delipatIn Salesforce, record types serve as a dynamic blueprint that defines the data fields, picklist values, page layouts, and business processes for specific categories of records within an object. They…
Using Formula fields in Salesforce- Part 1
Automation is the most essential function of Salesforce. It can be done in many ways in Salesforce. The first tool of automation in Salesforce is the formula field. Let us…
Flow and Flow Builder In Salesforce
Salesforce Flow is a powerful tool that helps experts to work on Salesforce development projects. It allows developers and administrators to create automated processes, guided user experiences, and complex workflows…
Creating Dashboards in Salesforce Lightning and Classic
In Salesforce development, creating impactful dashboards is necessary to derive at data-driven business landscape. These dashboards play a pivotal role in swiftly translating raw data into actionable insights. In this…
What are permission sets in Salesforce? How to set them?
As a business owner, you can harness the capabilities of the Salesforce CRM platform to navigate the complexities of business operations. With it, you can also streamline your business, and…
An Easy Guide To Salesforce CRM Automation Process
Salesforce is a CRM- Customer Relationship Management tool. It not only holds the customer data but also does a lot of automation. Automation in Salesforce helps in automating processes based…
Workbench overview and how to export data using Workbench
In this article, we will be discussing one of the core components of Salesforce, workbench. We will discuss the definition of workbench, its features, and why a company offering Salesforce…
Understanding business requirements and how to create record type for standard objects?
Salesforce admins have to create record types for lead, opportunity, case, and solution standard objects, we need to create their business processes. If it is created for leads, it is…
Reporting In Salesforce: Why Are Reports Mandatory?
Reports are the most essential part of any business. Every business requires reports to understand where their business stands. Salesforce makes reporting easy for business. One big reason for businesses…
What Is Cloud Computing? How Does Salesforce Use Cloud Computing?
Cloud computing is defined as the process of delivering computing systems (services), such as storage, databases, networking, software and other analytical services over the internet, instead of using physical data.…
