Difference Role Profile The role helps in defining data visibili … A profile sets the limit of what a user … A role defines what user data a user can … Profile defines permissions Defining role to a user is mandatory alw … Defining profile is not always mandatory Hence, Roles offer a feature to … Read more
Standard Salesforce Report Types Tabular Reports. Tabular reports in Salesforce are the basic type of reports that display the desired data in rows, and look almost like Excel spreadsheets. Summary Reports. Typical reports that most people use in Salesforce are Summary reports. … Matrix Reports. … Joined Reports. … A report type defines the set … Read more
Reports in salesforce Tabula Reports: Simple listing of data without any subtotals. This type of reports provide you most basically to look your data. … Summary Reports: This type of reports provide a listing of data with groupings and sub totals. … Matrix Reports: This type of reports allow you to group records both by … Read more
Since you’ve spent some time in Salesforce, you’re probably familiar with related lists. Related lists are those helpful sections on a record that show you a variety of related items. But sometimes information on related lists is too far down on a page. The Related List – Single component shows a list of related records … Read more
Quotes in Salesforce represent the proposed prices of your company’s products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity. Full Answer How do I create a quote in Salesforce? Radhakrishna Member March 6, … Read more
Prospect accounts group prospects that work for the same company under the same umbrella, keeping all the information about the company in one place. Use prospect accounts to reduce duplication and keep information consistent across prospect records. Full Answer What is a sales prospect? A prospect is a potential customer who has been qualified as … Read more
Process Builder is an automated Salesforce tool that allows you to control the order of actions or evaluate the criteria for a record. Process Builder gives you the ability to use straightforward ‘If/Then’ logic to easily add automation to your Salesforce environment.May 19, 2021 What is difference between workflow and process builder in Salesforce? Process … Read more
A platform event is a special kind of Salesforce entity, similar in many ways to an sObject. An event message is an instance of a platform event, similar to how a record is an instance of a custom object. Unlike custom objects, you can’t update or delete event records. What are the different platforms in … Read more
Person accounts store information about individual people by combining certain account and contact fields into one record. Business Contact Sharing for Orgs That Use Person Accounts. Orgs that use person accounts can modify the Organization-Wide Sharing Default for Contacts. Full Answer How do I create a Salesforce account? To create a community, from Setup, enter … Read more
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles. What are the types of custom settings in Salesforce? Note Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom … Read more