Workflow rules are automated process which act on certain criteria, It eliminates development effort by providing option in point and click. We can complete different business logic using Workflow rules in Salesforce. A workflow creation is 3 steps process and we can clearly understand it using following diagram 1. Where to Perform : This is …
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User Roles and Profiles
Defining Users Roles and Profiles at this point of time is a quite big task reason being Roles and Profiles are two basic pillars of Salesforce system. Sharing and security handled by these two terms but because you are not familiar with Salesforce system that much I am only putting introductory term so that you …
Customize Standard and Custom Object
In previous post you have learned about Object and Fields in Salesforce, you also learned about how to work with Salesforce data model. In this post we will check how we can customize standard and custom object in Salesforce 1. Page layout In Salesforce every record has a detail page which shows all the information about …
Salesforce Development Environments
As you will start working with Salesforce CRM you will hear about some development jargon like Dev, Sandbox, Production. In this post we will go through about Environment and Salesforce Development environment. What is Environment In Salesforce terms an instance of the Force.com platform is an environment and is also called an organization, which is frequently …
Understand Object and Fields in Salesforce
As we already know we generally use database to hold data whether it is small excel, same rule apply here inside Salesforce system. any relational database consist table and field name. for example if we use mysql, mssql database we always create a database first and then we create a table and add field in …
Sales objects data model of Salesforce
Understand Sales Objects data model of Salesforce.
Introduction to Salesforce Development
Introduction to Salesforce Development is part of 10 articles Step by Step series which guide you about the Salesforce and Salesforce Development in steps.