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 […]
LWC Lifecycle Hooks
A lifecycle hook is a callback method that triggers at a specific phase of a component instance’s lifecycle. With LWC, you can use the following lifecycle hooks. constructor() connectedCallback() and disConnectedCallback() renderedCallback() errorCallback() Lifecycle Flow Lightning web components have a lifecycle managed by the framework. The framework creates components, inserts them into the DOM, renders them, and removes them […]
How to create Custom Fields?
To create custom fields, you have to create custom Object first. Now, you are going to build custom fields in Student objects. Father’s name DOB Phone Address Fee paid Steps to create Custom Fields Step 1: To create a field in a custom object, go to the Setup menuStep 2: Go to: Build > Create > Objects Get […]
Relate a Contact to Multiple Accounts
How to relate a Salesforce contact record to multiple accounts Nowadays, with many executives, contractors, and even employees working for multiple companies at a time, it is not uncommon to require a salesforce contact to be related to more than one parent account record. Here we will try to shed some light on how to […]
What is Salesforce Sandbox?
A Salesforce Sandbox is a duplicate of your organization’s Salesforce setup used for testing and development. It provides a separate space where developers and administrators can experiment with changes without affecting the live production environment. A Sandbox is like a virtual testing ground where businesses can try out new features, test changes, and solve problems […]
Master-Detail Relationship in Salesforce: A Step-by-Step Guide
What is a Master-Detail Relationship? A Master-Detail Relationship is a strict type of association between two objects where the child record (detail) depends on the parent record (master). If the master record is deleted, the related detail records are automatically deleted, enforcing a clear hierarchy. Key features of the Master-Detail Relationship include: Strict Parent-Child Dependency: […]
Understanding Lookup Relationships in Salesforce: A Step-by-Step Guide
What is a Lookup Relationship? A Lookup Relationship in Salesforce is a loose association between two objects, allowing you to create links between records in a way that is more flexible than a Master-Detail Relationship. In a Lookup Relationship, the child record can exist independently of the parent. This makes Lookup Relationships ideal when there […]
