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Stay Up-to-Date on the Latest Trends and Innovations

Part II – 2.Profile Setup in Salesforce

  • November 2, 2017
  • Merfantz Editor
  • Salesfore Training Course, SFDC Training Part II
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...
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Part II – 3.Use of Sharing Rule in Salesforce

  • November 2, 2017
  • Merfantz Editor
  • Salesfore Training Course, SFDC Training Part II
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...
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Part II – 4.Organization Wide Default Settings in Salesforce

  • November 2, 2017
  • Merfantz Editor
  • Salesfore Training Course, SFDC Training Part II
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...
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Part II – 5.Record Creation and Access in Salesforce

  • November 2, 2017
  • Merfantz Editor
  • Salesfore Training Course, SFDC Training Part II
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...
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Part III-1.Field Update in Salesforce

  • November 2, 2017
  • Merfantz Editor
  • Salesfore Training Course, SFDC Training Part III
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...
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Part III. 2. Validation in Salesforce

  • November 2, 2017
  • Merfantz Editor
  • Salesfore Training Course, SFDC Training Part III
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...
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Part III. 3. Process Builder in Salesforce

  • November 2, 2017
  • Merfantz Editor
  • Salesfore Training Course, SFDC Training Part III
Introduction Process Builder is a workflow tool that helps automate business processes without writing a single line of code. For example, imagine that a company you do business with...
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Part III. 4. Time Based Workflow in Salesforce

  • November 2, 2017
  • Merfantz Editor
  • Salesfore Training Course, SFDC Training Part III
In salesforce we can create time based workflow.To setup a delay in the workflow action, click the “Add Time Trigger” button in Workflow. The next screen asks you to...
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Part III. 5. Visual flows in Salesforce

  • November 2, 2017
  • Merfantz Editor
  • Salesfore Training Course, SFDC Training Part III
To create flow in salesforce, From Setup, enter Flows in the Quick Find box, then select Flows, and then click New Flow. Drag the appropriate elements onto the canvas. Each element represents an action that the flow can execute....
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Part IV. 1. Page Creation in Salesforce

  • November 2, 2017
  • Merfantz Editor
  • Salesfore Training Course, SFDC Training Part IV
Create the Visualforce Page Follow these steps to create a Visualforce page in the Developer Console. Open the Developer Console under Your Name or the quick access menu (). The Developer...
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Part IV. 2. Apex Class Creation in Salesforce

  • November 2, 2017
  • Merfantz Editor
  • Salesfore Training Course, SFDC Training Part IV
In this Training, you create an EmailManager class that encapsulates the logic to send confirmation emails to the conference speakers. Step 1: Create the EmailManager class 1.Click  and select Developer Console....
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Part IV. 3. SOQL Basics in Salesforce

  • November 2, 2017
  • Merfantz Editor
  • Salesfore Training Course, SFDC Training Part IV
To read a record from Salesforce, you need to write a query. Salesforce provides the Salesforce Object Query Language, or SOQL in short, that you can use to read...
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Salesforce GraphQL Revolutionizing Data Queries in CRM
Salesforce GraphQL: Revolutionizing Data Queries in CRM June 6, 2025
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Einstein Activity Capture: Boosting Productivity & Relationship Intelligence May 22, 2025

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