Salesforce Admin Training

❮ Previous Next ❯ Process Builder The Process Builder is a drag-and-drop lightning tool that helps you easily automate your business processes. Process automation feature to automate the below activities. Navigation and Details of Options: In Classic: Setup 🡪 Build 🡪 Create 🡪Workflow & Approvals 🡪 Process Builder. In Lightning:  Setup 🡪 Process Automation Tools  […]

❮ Previous AppExchange Salesforce App Exchange Trailhead Module What Is AppExchange? AppExchange is a marketplace offering solutions, such as apps, components,and consulting services. To make your own solution publicly available to potentialcustomers, you must be a Salesforce partner. How Does AppExchange work? The creative power behind each AppExchange solution is a Salesforce partner.AppExchange gives partners

❮ 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