Forum Replies Created

Viewing 1 - 25 of 60 posts
  • Mansi Tyagi

    Member
    April 30, 2021 at 3:23 pm

    A matching rule defines how duplicate records are identified in duplicate rules and duplicate jobs.

  • Mansi Tyagi

    Member
    April 30, 2021 at 3:21 pm

    Good CRM system should have the following features:

    • Workflow automation.
    • Third-party integration.
    • Customer service.
    • Employee tracking.
    • Social media.
    • Lead management.
    • Real-time data.
    • Customization
  • Mansi Tyagi

    Member
    April 30, 2021 at 3:17 pm

    Custom Fields are those fields you create on standard or custom objects are called custom fields.<div>While some fields are standard on every object in Salesforce. Each standard object also comes with a set of prebuilt, standard fields.

    </div>

  • Mansi Tyagi

    Member
    April 28, 2021 at 3:04 pm

    upto 5 million records.

  • Mansi Tyagi

    Member
    April 28, 2021 at 2:57 pm

    People can share information quickly, avoiding double tasks and minimising communication errors. As it facilitates communication and collaboration, a knowledge base maintains workflows and increases efficiency.

  • Mansi Tyagi

    Member
    April 28, 2021 at 2:54 pm

    Salesforce Knowledge base is an effective knowledge management system that helps solve issues or answer questions of external customers as well as internal employees, by using articles.

  • Mansi Tyagi

    Member
    April 27, 2021 at 3:00 pm

    Salesforce Service Cloud is a customer relationship management (CRM) platform for customer service and support. Service Cloud enables users to automate service processes, streamline workflows and find key articles, topics and experts to support customer service agents.

  • Mansi Tyagi

    Member
    April 27, 2021 at 2:56 pm

    When you have multiple options to displayed , we use picklist field.It can be both single and multi-selection.Depending on the user requirement , we can use according to that.

  • Mansi Tyagi

    Member
    April 27, 2021 at 2:51 pm

    Restricted picklist is a picklist that depends on the value of another picklist for the values it displays.

  • Mansi Tyagi

    Member
    March 25, 2021 at 5:01 pm

    Permission Set

  • Mansi Tyagi

    Member
    March 25, 2021 at 5:00 pm

    Login attempts from outside of the IP addresses will be restricted. A Range of allowed IP addresses can be specified on a user's profile so that a login from any other IP address is denied and logins from a specified IP address are allowed.

  • Mansi Tyagi

    Member
    March 25, 2021 at 4:57 pm

    There are five types of record-level security:1. org-wide defaults
    2. role hierarchy sharing
    3. sharing rules
    4. manual sharing
    5. Apex-based sharing

  • Mansi Tyagi

    Member
    March 24, 2021 at 3:44 pm

    If users try to login from outside the trusted IP range, they are sent an activation code. Once the code is entered, they can access Salesforce

  • Mansi Tyagi

    Member
    March 24, 2021 at 3:43 pm

    Lead comes first.And then you convert a lead into opportunity.

  • Mansi Tyagi

    Member
    March 24, 2021 at 3:40 pm

    Advanced Programming Experience

  • Mansi Tyagi

    Member
    March 23, 2021 at 4:22 pm

    Lightning Data Service is a centralized data caching framework which is used to load, save, create and delete a record without server-side apex code. It supports the sharing rules and field-level security as well.

  • Mansi Tyagi

    Member
    March 23, 2021 at 4:20 pm

    After you activate a process, you can no longer edit that process. However, you can click Clone to save the process as a new inactive process.

  • Mansi Tyagi

    Member
    March 23, 2021 at 4:12 pm

    List<Account> accountList = [SELECT Id
    FROM Account
    WHERE BillingCity='Pune'];

  • Mansi Tyagi

    Member
    March 22, 2021 at 4:27 pm

    Master-detail relationship is like parent-child relationship where, master represents a parent and detail represents a child in which master object controls some behaviors of the detail object. Like whenever a Master object record is deleted then the detail object related to it also gets deleted.

  • Mansi Tyagi

    Member
    March 22, 2021 at 4:26 pm

    Lookup is a type of Salesforce relationship that connects two objects together without affecting security and deletion properties. Creating an intermediary relationship between objects is possible by adding lookup relationships to standard, custom and external objects.

  • Mansi Tyagi

    Member
    March 22, 2021 at 4:24 pm

    An object relationship in Salesforce is a two-way association between two objects. Relationships are created by creating custom relationship fields on an object. This is done so that when users view records, they can also see and access related data.
    There are several different types of relationships in Salesforce. Commonly used ones include:
    Master-detail
    Lookup
    Hierarchical

  • Mansi Tyagi

    Member
    March 17, 2021 at 3:42 pm

    Account hierarchies display accounts related via the Parent Account field. To maintain a complete account hierarchy, enter an account in the Parent Account field for every account except the one at the top of the hierarchy.From Setup, in the Quick Find box, enter Account Settings and then click Account Settings.Select Show View Hierarchy link on account pages in Salesforce Classic.Whenever an account is related to another account via the Parent Account field, the account detail page includes a View Hierarchy link.

  • Mansi Tyagi

    Member
    March 17, 2021 at 3:41 pm
  • Mansi Tyagi

    Member
    March 17, 2021 at 3:39 pm

    Data import wizard provides you load the data into salesforce . By using this wizard we can insert, update & upsert the records. By using this we can can import up to 50,000 records. It won't allow you to load duplicate records where Data loader can load data of any size.

  • Mansi Tyagi

    Member
    March 16, 2021 at 3:53 pm
Viewing 1 - 25 of 60 posts