Objects which support business processes in salesforce are-Lead Opportunity Case Solution. You must create the business process before creating record types for each of above objects. You can then associate each business process with one or more record types and make it available to users based on their profile.
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What are business processes in Salesforce?
A sales, support, lead, or solution process is assigned to a record type. The record type determines the user profiles that are associated with the business process. For more information, see “ Managing Multiple Business Processes ” in Salesforce Help.
How many types of Salesforce objects are there?
There are three kinds of Salesforce objects. Standard Objects − The objects already created for you by the Salesforce platform. Custom Objects − These are the objects created by you based on your business processes.
What are API objects in Salesforce?
These relational tables are roughly referred to as API Objects or only objects in Salesforce. There are three kinds of Salesforce objects. Standard Objects − The objects already created for you by the Salesforce platform. Custom Objects − These are the objects created by you based on your business processes.
What are standard and external objects in Salesforce?
Standard Objects − The objects already created for you by the Salesforce platform. Custom Objects − These are the objects created by you based on your business processes. External Objects − The objects which you create map to the data stored outside your organization. In this tutorial, we will focus on the standard objects in Salesforce platform.
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Which objects support business process?
Objects available in the Salesforce Business Process?Lead Process.Process Builder.Sales Process.Salesforce Business Process.Salesforce Objects.Salesforce Process.Salesforce Solution Process.Salesforce Support Process.
What are the business processes in Salesforce?
Salesforce Business Processes include:Sales Processes – Opportunity Stage field.Lead Processes – Lead Status field.Support Processes – Case Status field.
Where are business processes in Salesforce?
The record type determines the user profiles that are associated with the business process. To view a list of business processes, from Setup, enter Processes in the Quick Find box, then select the appropriate link.
How do you deploy a business process in Salesforce?
How to deploy business process in Salesforce?Create an outbound changeset.Add the record types.Click “Add/View” dependencies.Add the required processes.
What is a support process in Salesforce?
A support process is the case status values assigned to a case record type. ( chosen from the case status field values) A Business process is the stage values assigned to an opportunity record type. ( chosen from the opportunity stage field values)
What is a support process?
Support processes are enabling processes designed to assist the value-delivering core processes by providing the resources and infrastructure required by primary processes.
How do record types relate to business processes?
Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
How do you assign a support process to a record type?
Click Fields & Relationships, then click Type. In the Case Type Picklist Values section, click New. Enter these values, each on a new line….Now create a product support process.From Setup, enter Support Processes in the Quick Find box and select Support Processes.Click New and complete the field details. … Click Save.More items…
What is sales process in Salesforce?
The Sales Process is a series of repeatable steps that the sales team can take with a prospect to sell their product. It is a Salesforce term used to determine which opportunity stages are selected when the record types are enabled. And if the record type is not enabled then there is no need for the Sales process.
What are record types in Salesforce?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
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What is Business Process metadata?
The BusinessProcess metadata type enables you to display different picklist values for users based on their profile. This type extends the Metadata metadata type and inherits its fullName field.
Can a user read a business process record?
For example, a user assigned to a profile that isn’t enabled for a particular business process can’t create or edit it, but they can read the business process record. Users with access to a business process can read all information it stores.
What are the different types of Salesforce objects?
There are three kinds of Salesforce objects. Standard Objects − The objects already created for you by the Salesforce platform. Custom Objects − These are the objects created by you based on your business processes. External Objects − The objects which you create map to the data stored outside your organization.
What are standard objects in Salesforce?
Salesforce – Standard Objects 1 Standard Objects − The objects already created for you by the Salesforce platform. 2 Custom Objects − These are the objects created by you based on your business processes. 3 External Objects − The objects which you create map to the data stored outside your organization.
What is the object that stores preliminary information about a customer, partner, competitor or another organization?
The most commonly referred standard object is called the Account Object . It is the object which stores the preliminary information about a customer, partner, competitor or another organization. We can explore the account object by following the steps below.
Introduction
As the admin for AW Computing, you get lots of requests to help streamline processes and boost efficiency. And with your Awesome Admin skills, you deliver on those requests. The company has a brand-new vice president of services, Noah Larkin, and he’s anxious to make some productivity-enhancing changes.
Follow Along with Trail Together
Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
