Mansi Tyagi
MemberForum Replies Created
-
A matching rule defines how duplicate records are identified in duplicate rules and duplicate jobs.
-
Good CRM system should have the following features:
- Workflow automation.
- Third-party integration.
- Customer service.
- Employee tracking.
- Social media.
- Lead management.
- Real-time data.
- Customization
-
Custom Fields are those fields you create on standard or custom objects are called custom fields.<div>While some fields are standard on every object in Salesforce. Each standard object also comes with a set of prebuilt, standard fields.
</div>
-
upto 5 million records.
-
People can share information quickly, avoiding double tasks and minimising communication errors. As it facilitates communication and collaboration, a knowledge base maintains workflows and increases efficiency.
-
Salesforce Knowledge base is an effective knowledge management system that helps solve issues or answer questions of external customers as well as internal employees, by using articles.
-
Salesforce Service Cloud is a customer relationship management (CRM) platform for customer service and support. Service Cloud enables users to automate service processes, streamline workflows and find key articles, topics and experts to support customer service agents.
-
When you have multiple options to displayed , we use picklist field.It can be both single and multi-selection.Depending on the user requirement , we can use according to that.
-
Restricted picklist is a picklist that depends on the value of another picklist for the values it displays.
-
Permission Set
-
Login attempts from outside of the IP addresses will be restricted. A Range of allowed IP addresses can be specified on a user's profile so that a login from any other IP address is denied and logins from a specified IP address are allowed.
-
There are five types of record-level security:1. org-wide defaults
2. role hierarchy sharing
3. sharing rules
4. manual sharing
5. Apex-based sharing -
If users try to login from outside the trusted IP range, they are sent an activation code. Once the code is entered, they can access Salesforce
-
Lead comes first.And then you convert a lead into opportunity.
-
Advanced Programming Experience
-
Lightning Data Service is a centralized data caching framework which is used to load, save, create and delete a record without server-side apex code. It supports the sharing rules and field-level security as well.
-
After you activate a process, you can no longer edit that process. However, you can click Clone to save the process as a new inactive process.
-
List<Account> accountList = [SELECT Id
FROM Account
WHERE BillingCity='Pune']; -
Master-detail relationship is like parent-child relationship where, master represents a parent and detail represents a child in which master object controls some behaviors of the detail object. Like whenever a Master object record is deleted then the detail object related to it also gets deleted.
-
Lookup is a type of Salesforce relationship that connects two objects together without affecting security and deletion properties. Creating an intermediary relationship between objects is possible by adding lookup relationships to standard, custom and external objects.
-
An object relationship in Salesforce is a two-way association between two objects. Relationships are created by creating custom relationship fields on an object. This is done so that when users view records, they can also see and access related data.
There are several different types of relationships in Salesforce. Commonly used ones include:
Master-detail
Lookup
Hierarchical -
Account hierarchies display accounts related via the Parent Account field. To maintain a complete account hierarchy, enter an account in the Parent Account field for every account except the one at the top of the hierarchy.From Setup, in the Quick Find box, enter Account Settings and then click Account Settings.Select Show View Hierarchy link on account pages in Salesforce Classic.Whenever an account is related to another account via the Parent Account field, the account detail page includes a View Hierarchy link.
-
Data import wizard provides you load the data into salesforce . By using this wizard we can insert, update & upsert the records. By using this we can can import up to 50,000 records. It won't allow you to load duplicate records where Data loader can load data of any size.