Salesforce Introduction

What is CRM? CRM is a model used to manage organization interactions like phone calls, Emails, Meetings, and Social media with customers and prospects penetrating to Sales, Marketing, and Support.…


Part I – 1.How to Create Custom Objects and Fields in Salesforce

Initially you have to create your own developer account to experience the Salesoforce magics. Please click here to  create your developer account.If you already have your account then proceed with…


Part I – 2.Use of Formula Field and Map Fields in Salesforce

Formula Field : You can create custom formula fields on any standard or custom object. To start, we’ll create a formula on the Opportunity object. Follow these steps to navigate…


Part I – 3.How to Create Object Relationship in Salesforce

Object relationships are a special field type that connects two objects together.Let’s think about a standard object like Account. If a sales rep opens an account, they’ve probably been talking…


Part I – 4.How to Create Junction Object in Salesforce

A junction object is a custom object with two master-detail relationships, and it is the key to making a many-to-many relationship.Let us assume we are having HR’s recruiting app and now…


Part I – 5.How to Create a Custom Object Tab in Salesforce

Define a tab to display the data stored in your custom object records. From Setup, enter Tabs in the Quick Find box, then select Tabs. Click New in the Custom Object Tabs related list. Select the custom…


Part I – 6.Types of Buttons in Salesforce

Every org has a unique set of business needs. If your users frequently need to access other pages in or outside your org, you can add custom buttons or links…


Part II – 1.User Creation 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.…


Part II – 2.Profile Setup in Salesforce

Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one. Create Profiles Before…


Part II – 3.Use of Sharing Rule in Salesforce

Sharing rules can be based on who owns the record or on the values of fields in the record. For example, use sharing rules to extend sharing access to users…


Part II – 4.Organization Wide Default Settings in Salesforce

Organization-wide sharing defaults set the baseline access for your records. You can set the defaults separately for different objects. From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings. Click Edit in the…


Part II – 5.Record Creation and Access in Salesforce

In Salesforce we can easily create new records into objects by using the Create New drop-down list on the sidebar of any page in Salesforce. also we can create record…