Variables in Apex
When it comes to variable declaration in apex , it is similiar to Java. Both languages share similar syntax for defining local variables. Let’s explore some examples to illustrate how to declare local variables in each language. String productName = ‘HCL’; Integer i = 0; Set setOfProducts = new Set(); Map mapOfProductIdToName = new Map(); Note that […]
Lightning Email Template vs Classic Email Template
The email campaign formulation within Salesforce can be impacted by picking Lightning Email Templates or Classic Email Templates as the invariable connection between the two is a primary concern. Amongst all these options, the best one comes down to the chosen feature and merit that suits different users. Feature Lightning Email Template Classic Email Template Interface […]
How to Create User in Salesforce
In Salesforce, users are employees within an organization who need access to the organization’s records. These can include sales executives, managers, IT workers, and other personnel. Each user has an account that defines their access to various features and records in Salesforce. A user account in Salesforce must have a username and password to access […]
Advanced Report Building Techniques in Salesforce
Salesforce offers a range of advanced features for building more sophisticated reports. These techniques can help you extract deeper insights and tailor reports to your specific needs. Here’s a quick overview of some advanced report-building techniques: 1. Custom Report Types Custom report types let you create reports based on combinations of standard and custom objects. […]
How to Build Actionable Salesforce Dashboards for Better Insights
Salesforce Dashboards help visualize data, offering insights that drive business decisions. Here’s a quick guide to building effective dashboards: Pick the Right Reports: Use reports that track key metrics like sales, leads, or customer satisfaction. Your dashboard is only as strong as the data it’s built on. Create a Dashboard: Go to the Dashboards tab, […]
Understanding the Different Types of Reports in Salesforce
Salesforce offers a variety of report types, each suited for different data analysis needs. Understanding the right report type can help you extract meaningful insights more effectively. Here’s a breakdown of the four main types: 1. Tabular Reports This is the simplest report type. It displays data in rows, similar to a spreadsheet. Use tabular […]
Getting Started with Salesforce Reports: A Quick Guide
Salesforce Reports help you analyze your data efficiently. Follow these steps to create your first report: Access the Reports Tab: Go to the Reports tab from your Salesforce dashboard or use the App Launcher. Create a New Report: Click the New Report button, then choose the report type that best suits your needs (e.g., Accounts, […]
What are Record Types in Salesforce?
Record Types in Salesforce are a feature used to categorize and manage different sets of records within the same object. They allow for customization of how different groups of records are displayed, managed, and used by providing unique fields, picklist values, and page layouts for each group. For example, you might create different record types […]
How to Create Record Types in Salesforce
Once you have decided to implement record types in Salesforce, it’s time to think about what the differences of each type actually are. This goes without saying, but your initial build should be in a sandbox – once you have built and tested, deploy your record type to your production environment (which I’ll cover later in this […]
How to Create a Page Layout in Salesforce
Head over into Setup > Object Manager > [find the object you want to work with] > Page Layouts. From here you can view and edit existing page layouts or create new ones: Page Layout Sections You can create sections for fields. This can make navigation easier for users and, if collapsible sections are enabled, […]
