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, […]
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 […]
Salesforce Architecture – And Different Layers of Salesforce
Architecture of Salesforce First, let’s see some important points to get introduced to Salesforce: Salesforce is a cloud company, and it offers a trusted and multi-tenant cloud. The Salesforce platform is the foundation of Salesforces’ services. It is powered by metadata and is made up of several different parts, such as data services, Artificial Intelligence, and robust APIs […]
Salesforce Lightning Components – A Begginers Guide
What are Salesforce Lightning Components? The Salesforce Lightning Components are nothing but user interface (UI) frameworks that can be used by salesforce developers for building interactive desktop applications and mobile technologies. The Salesforce Lightning components can be reused and are self-contained too. Basically, the lightning framework was created by Salesforce to develop endless applications and […]
