Forum Replies Created
- September 30, 2018 at 8:59 pm #42137
Creating a workflow rule
A workflow in Salesforce is a great way to automate business processes. In order to create a workflow rule, you need 2 things:
Criteria that cause that rule to run (in this case, when a person’s lead score hits a certain number)
Actions that execute when a record matches the criteria (in this case, an email alert)
Navigate to Your Name > Setup > App Setup > Create > Workflow & Approval > Workflow Rules.September 30, 2018 at 8:59 pm #42135September 30, 2018 at 8:59 pm #42134
Workflows in Salesforce are a fantastic way to automate certain business processes. You can create a rule, and based on certain criteria that you set, Salesforce can do a number of things, like send an email, create a task, or update a field.September 30, 2018 at 8:54 pm #42103September 30, 2018 at 8:54 pm #42101September 30, 2018 at 8:48 pm #42062
Charts, tables, gauges, metrics are component in the dashboard. User can select any of these components to view data.
Chart: Chart is used for graphical presentation of data. The Visualforce has a variety of chart types to represent your data.
Gauge: This can be used when the single value needs to point within the range of custom values.
Metric: This used to represent data based on one key value.
Table: Table is used to show the set of data.
The dashboard setting option is available next to report setting for tabular reports limited by row.
Dashboard Running User concept
Each dashboard has a running user, based on security settings determined by the user the data is display in a dashboard.
To select a dashboard’s running user in Salesforce Classic use following steps:
– Go to Edit a dashboard.
– Click the down arrow button next to the View dashboard as
– Select a running user setting. It has two options
– Run as specified user. In this view all users able to see the same data regardless of their personal security settings.
– Run as logged-in user. This type of settings is used in a dynamic dashboard and each user can view only their own data
– Then select the option “Let authorized users change running user” to enable a user with permission to change the running user on the dashboard view page.
– If a user has “View My Team’s Dashboards” selection then dashboard as any user below them in the role hierarchy can view dashboard.
– “View All Data” option will allow all users to edit the dashboard and view it as any user in their organization.
– “Enable Other User’s Dashboard” will restrict the access to edit the dashboard. If they have access to it, though that user is not the running user and don’t have “View All Data.”
– Click OK.
– View dashboard as field, “running user”.
– Click Save.September 30, 2018 at 8:47 pm #42056
Data for every Salesforce user in the organization becomes more streamlined with the help of Dynamic Dashboards. The needs to clone dashboards is eliminated, which enormously saves time and effort on the administrator’s part. Users are also able to access the dynamic dashboard easily and fuss-free.September 30, 2018 at 8:47 pm #42049
You must first create a Lookup relationship, populate the lookup field with data in all records, and then change the relationship type to Master-DetailSeptember 30, 2018 at 8:46 pm #42038
restricting the hours during which users can log in and the range of IP addresses from which they can log in and access Salesforce. If IP address restrictions are defined for a user’s profile and a login originates from an unknown IP address, Salesforce does not allow the login.September 30, 2018 at 8:45 pm #42036
The Lightning App Builder empowers you to build apps visually, without code, quicker than ever before using off-the-shelf and custom-built Lightning components. You can make your Lightning components available in the Lightning AppSeptember 30, 2018 at 8:45 pm #42029
In case of Lookup Relationship, if you delete Master Record, all corresponding Child Records will not be deleted. But if you want to delete child records in this case, you can create a trigger through which on master record deletion the child records will get deleted. It will behave like a master detail relationship.
Thanks,September 30, 2018 at 8:44 pm #42023
No, Because can’t change the settings of child record in Master Detail relationship because child record is controlled by parent record.September 30, 2018 at 8:43 pm #42013September 30, 2018 at 8:42 pm #42011September 30, 2018 at 8:42 pm #42009
No, But In a Master-Detail relationship, you can configure sharing rules so that a user can see the parent but not the child. But if a user can see the child record, they will always be able to see the parent.
Thanks.September 30, 2018 at 8:42 pm #42008September 30, 2018 at 8:41 pm #42003
Summary reports are similar to TabularReports but these reports allows grouping of rows data. Rows data can be grouped up to four levels. Summary Report is the second Salesforce report format which allows users to group rows data which supports sorting and display subtotalsSeptember 30, 2018 at 8:40 pm #41993
1.)object specific Quick Action:
This will be available only in particular Object Page layout and it can be used only within the particular object.
2.)Global Quick Action:
This similar like object specific quick action but this will be globally available like Homepage and the Chatter tab, or in Salesforce1 from the Feed or Groups pages.
Thanks.September 30, 2018 at 8:39 pm #41989
I want to add
ContentDocument object is to retrieve, query, update, and delete the latest version of a document, but not a content pack, in a library or a file in Chatter.
Use the ContentVersion object to create, query, retrieve, search, edit, and update a specific version of a Salesforce CRM Content document or Chatter file.
Thanks.September 30, 2018 at 8:38 pm #41983