What is the difference between username and license in Salesforce?
Each user has both a username and an email address. The username must be formatted like an email address and must be unique across all Salesforce organizations. It can be the user’s email address, so long as it is unique. A user license determines which features the user can access in Salesforce.
Can a user use the same email address across Salesforce Orgs?
(They can use their email address if they wish as long as their email address is unique across all Salesforce orgs.) Email: Users can have the same email address across organizations. Passwords: Users must change their password the first time they log in. Login Link: Users can only use the login link in the sign–up email once.
What does a new administrator do in Salesforce?
As a new administrator, you perform user management tasks like creating and editing users, resetting passwords, granting permissions, configuring data access, and much more. In this unit, you will learn about users and how you add users to your Salesforce org.
What are address fields in Salesforce?
Address fields are provided on many standard objects, such as Account, Contact, Quote, and User. Some objects provide fields for multiple addresses. For example, Account provides for four different addresses. In this case, address field names are prefixed with the type of address, for example, BillingAddress , ShippingAddress, and so on.
How do I split an address field in Salesforce?
You can use a specific identifier to split the custom address field into address components and store in proper address fields. You should determine the identifier in your custom address field. Usually the identifier will be Comma(,).
How does the address field work in Salesforce?
With Custom Address Fields (beta), your Salesforce end users can add and retrieve address data via custom Address compound fields on standard and custom objects. Users can edit the custom address field data in records and view custom address data in list views and reports.
How is address stored in Salesforce?
Standard addresses—addresses built into standard objects in Salesforce—are accessible in the SOAP and REST APIs as an Address, a structured compound data type, as well as individual address elements. The Address type extends the Location type, the data type used for compound geolocation fields.
What does split do in Salesforce?
Opportunity Splits allow users to share revenue from an opportunity with your team members. Salesforce reminds, “Team members working on an opportunity can roll their individual sales credits into quota and pipeline reports for the entire team.”
Is address a standard object in Salesforce?
Yes, It seems we can get that standard object. It is mentioned in the docs (https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_address.htm) itself. Once “Field Service Lightning” is enabled, Address Standard Object is available in our org.
What is address data types in Salesforce?
Different Salesforce Field TypesField TypeDescriptionAddressA compound data type that contains address field dataAnyTypeA polymorphic data type that returns a string, picklist, reference, Boolean, currency, int, double, percent, ID, date, DateTime, URL, or email data depending on the kind of field involved17 more rows•Feb 1, 2022
How do I create an address field in Salesforce?
In Salesforce Classic: Setup | Customize | Contacts | Fields. Click New. Select Formula for the Data Type. Name the field and select Text for the Formula Return Type….Click Next.Add the desired field level security and page layouts in the respective formulas above.Click on Save.
How do I change my address in Salesforce?
Update Your Physical Mailing AddressIn the app switcher, hover over your username, and click Setup.Search for Account Settings .Click Edit.Under Company Information, update your address.Click Save.
Is Person Account field in Salesforce?
In Salesforce Classic, person accounts appear only in account search results. To help users differentiate person accounts from business accounts in search results, admins can add the Is Person Account field to the appropriate search layout.
How does Salesforce organize data?
A)Salesforce organizes your data into: I)Objects and records, like tabs and rows on a spreadsheet. II)Objects and fields, like columns on a spreadsheet. II)Fields and records, like different databases. IV)Objects and spreadsheets, like columns in a database.
What should I know before enabling splits?
Before enabling opportunity splits, do the following: Follow the steps in Get Ready to Enable Opportunity Splits. In Opportunity Team setup. enable team selling….Required Editions and User Permissions.User Permissions NeededTo enable opportunity splits:Modify All Data
What is Omni Channel in Salesforce?
Omni-Channel is a flexible, customizable feature, and you can configure it declaratively—that is, without writing code. Use Omni-Channel to manage the priority of work items, which makes it a cinch to route important work items to agents quickly.
What is a user in Salesforce?
A user is anyone who logs in to Salesforce. Users are employees at your company, such as sales reps, managers, and IT specialists, who need access to the company’s records. Every user in Salesforce has a user account. The user account identifies the user, and the user account settings determine what features and records the user can access.
How many profiles can a user have?
Each user can have only one profile . Select profiles based on a user’s job function (the Standard User profile is the best choice for most users). Don’t give a user a profile with more access than the user needs to do their job. You can grant access to more items the user needs with a permission set.
What is an alias in a list?
An alias is a short name to identify the user on list pages, reports, or other places where their entire name doesn’t fit. By default, the alias is the first letter of the user’s first name and the first four letters of their last name.
Can a Salesforce user have both a username and an email address?
Each user has both a username and an email address. The username must be formatted like an email address and must be unique across all Salesforce organizations. It can be the user’s email address, so long as it is unique.
Can you assign roles to users in Salesforce?
If you have an org with many users, you may find it easier to assign roles when adding users. However, you can set up a role hierarchy and assign roles to users at any time. Roles are only available in Professional, Enterprise, Unlimited, Performance, and Developer editions of Salesforce.
Can you grant a user access to only some features in Salesforce?
But, if you want to grant a user access to only some features in Salesforce, you have a host of licenses to choose from. For example, if you have to grant a user access to Chatter without allowing them to see any data in Salesforce, you can give them a Chatter Free license.
Can users see all the data owned by users below them?
Users at the top of the hierarchy can see all the data owned by users below them. Users at lower levels can’t see data owned by users above them, or in other branches, unless sharing rules grant them access. Roles are optional but each user can have only one.
What is a permission set in a profile?
In Profiles? In Permission Sets? Use profiles and permission sets to grant access but not to deny access. Permission granted from either a profile or permission set is honored. For example, if Transfer Record isn’t enabled in a profile but is enabled in a permission set, she can transfer records regardless of whether she owns them.
Can a user have multiple permissions?
Every user is assigned only one profile, but can also have multiple permission sets. When determining access for your users, use profiles to assign the minimum permissions and access settings for specific groups of users. Then use permission sets to grant more permissions as needed. This table shows the types of permissions …
Why Package Development Is the Future
If you completed the Package Development Model module, you know that modular, package-based development is a game changer. But perhaps you’re thinking, how can I put these principles into practice? How does this modular model make my life easier?
What Is a Package?
If you’re new to packaging, you can think about a package as a container that you fill with metadata. It’s a distributable unit of functionality.
Unlocked Packages to the Rescue
Salesforce offers several different types of packages, each with unique characteristics. For now, we’re going to work with a special package type, unlocked packages, which are especially suited for internal business apps.
What Is an Unlocked Package?
With an unlocked package, you have a lot of flexibility. Your admins can make changes directly in production in response to emergency change requests because metadata in unlocked packages can be modified in a production org.
How Do You Get Started?
Before we get to the good parts, this tidbit is really important and worth repeating—adopting Salesforce DX tools and development principles is not an all-or-nothing venture. You can take baby steps, or you can jump into the deep end. We don’t judge.
Package Development with Salesforce DX
Now that you understand some of the core concepts of packaging, let’s take a look at the packaging workflow. For simplicity sake, let’s assume you are the sole developer and release manager, but another teammate is handling quality assurance (QA).
Now That You Released Your First Package
In the world of high tech and software development, there’s never much time to rest on your laurels. That next release is usually looming large. Now it’s time again to put on your cape and tights and get back to work and develop new features and customizations. And, you guessed it, a new package version.
When you relate a single contact to multiple accounts, can you easily track the relationships between people and businesses?
When you relate a single contact to multiple accounts, you can easily track the relationships between people and businesses without creating duplicate records. The relationship rules are still simple. Every contact needs to be directly associated with an account.
How to accurately represent the relationships your company maintains?
To accurately represent the relationships your company maintains, you can modify the values in the Roles field and even create custom fields, such as a checkbox to denote the main contact for the account.
What does it mean to have multiple accounts?
But using multiple accounts means you can take advantage of account ownership, hierarchies, specific sharing settings, and more granular reporting. You can also more easily track and report on opportunities, cases, and other interactions for each account.
Can you set up an account team?
The Account Teams feature isn’t set up automatically. An administrator must turn it on and set up the roles that each team member can be assigned. To make account teams faster to use, you can set up your own personal Default Account Team in your personal settings.