Salesforce Admin Training

❮ 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

❮ Previous Next ❯ Database Configuration ABOUT THE SETUP MENU IN SALESFORCE The Salesforce page also called Setup consists of a tab bar, a navigational sidebar, and a main window as shown below. It is located at the top right side of your Salesforce Org as highlighted above next to your Name menu. It provides

❮ Previous Next ❯ Setup Salesforce Developer Account What is EDITION? Any company implementing Salesforce for the first time or getting migrated to Salesforce CRM should first choose the type of Salesforce edition based on their business need such as type, number of users, features needed, storage etc.,. Other words, A set of Salesforce features

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