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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
In Salesforce you can automate the update of many field records using workflow rules. We will create two workflow rules: Workflow rule checks the Event booked checkbox and sets the Lead...
Introduction to Validation Rules Validation rules verify that data entered by users in records meet the standards you specify before they can save it. A validation rule can contain...