The software solves the following tasks: automatic saving of customer data without the need to constantly enter them manually; product recommendations; analysis of the degree of involvement; providing personalized service; analysis of pricing. Tasks in Salesforce provides to-do items that needs to be completed by a user to whom the task is assigned. Tasks can … Read more
Tags are words you can associate to records in Salesforce to facilitate search and categorization. Some people think of them as ticklers or “keywords” (a common feature in many SQL based CRMs). They allow Users to find records not by a particular field, but by a word or group of words. Tags are words or … Read more
Field Field Type Description Id ID Globally unique string that identifies a … IsDeleted boolean Indicates whether the record has been mo … CreatedById reference ID of the User who created this record. 5 more rows … May 10 2022 The following fields are read-only fields found on most objects. These fields are automatically updated … Read more
Important Standard Objects Object Name Meaning Usage Account Represents an individual account, which … Use this object to query and manage acco … Account History Represents the history of changes to the … Use this object to identify changes to a … Case Represents a case, which is a customer i … Use the case … Read more
Standard fields are predefined fields that are included within the Salesforce application. These fields can neither be edited nor be deleted, but non-required standard fields can be removed from page layouts whenever needed. Standard fields are default fields built-in to Salesforce. They can not be deleted. On the other hand, several aspects of standard fields … Read more
A solution is a detailed description of a customer issue and the resolution of that issue. Solution managers, administrators, and users with the appropriate permissions can create, review, and categorize solutions. They can also publish solutions to the Self-Service portal and make solutions public. What type of solution is Salesforce? Salesforce is a complete software … Read more
The Account sObject is an abstraction of the account record and holds the account field information in memory as an object. Each Salesforce record is represented as an sObject before it is inserted into Salesforce. Likewise, when persisted records are retrieved from Salesforce, they’re stored in an sObject variable. The Account sObject is an abstraction … Read more
Smart Search Items adds a dynamic list of the user’s recently accessed objects to the Salesforce mobile app navigation menu. In the Salesforce mobile app for iOS and the Salesforce mobile app for Android, up to 10 recent items appear in the navigation menu of the Mobile Only app. Ratnesh Member March 19, 2020 at … Read more
Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings. How to use Salesforce criteria based sharing rules? SharingRules Declarative Metadata File Suffix and Directory Location. In API version 33.0 and later, components are … Read more
There are different types of reports grouped into several categories: Category Salesforce standard report types Accounts & Contacts – Accounts – Contacts & Accounts – Accou … Activities – Tasks and Events – Events with Invitee … Administrative Reports – Users – Reports – Documents Other Sale … Campaigns – Campaigns – Campaigns with Contacts … Read more