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…