Iqra Technology

❮ Previous Next ❯ Reports and Dashboards Salesforce Reports And DashBoards Trailhead Module What Is a Report Type? A report type is like a template. Choosing the right report type is important in building report, because when you choose a report type, you’re selecting the records and fields that are available for your report. Each report […]

❮ Previous Next ❯ Data Management Salesforce Data Management Security Model Trailhead Module To perform the operations on the Bulk records at a time, Salesforce provides the “Data Management” features.  By which we can perform the Bulk Import / Export operations on the bulk records at a time. Data management opportunities provided by Salesforce include,

❮ Previous Next ❯ SFDC Security Models Salesforce SFDC Security Model Trailhead Module User Management Different types of user licenses available in Salesforce, and Salesforce Platform. Roles and Profiles. Creating Users. Permission Sets. Profile v/s Permissions Sets. Password Policy. User Management : User management in Salesforce involves controlling access to various features and data within

❮ Previous Next ❯ Page layout, record type and field dependencies Page layout : – Page Layout provides a set of graphical user interfaces, which allows us to interact with the object. And we can perform all the DML manipulations ( Insert, Update, Delete, Undelete) And Retrieval on the object records. – Salesforce provides a

❮ Previous Next ❯ Validations and Formula Fields Salesforce Formulas And Validations Trailhead Module About Custom Formula Type: 1. Formula is one of the data types of the field. 2. This is used to derive its value from a formula expression you define. Literal Value The hard-coded text string or number in the formula. For

❮ Previous Next ❯ Workflow Workflow Rules: Workflow rules (or simply workflow) is an automation tool in Salesforce that offers time-saving solutions for making different internal processes of a company switch from manual work and for optimizing various procedures. Workflow rules indicate specific criteria to be met to trigger automated actions. For instance, based on a record