• Parul's profile was updated4 months ago
  • Ravi and Parul are now friends11 months ago
  • shariq and Parul are now friends1 year, 2 months ago
  • Parul replied to the topic

    What is Salesforce Workflow?

    1 year, 2 months ago

    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 a…[Read more]

  • Parul replied to the topic

    In Salesforce, can two users’ have same profile?

    1 year, 2 months ago

    Yes, because profile is mendatory so morethan two user can have same profile.
     

  • Parul replied to the topic

    In Salesforce, can two users’ have same profile?

    1 year, 2 months ago

    Yes

  • Parul replied to the topic

    What are Dashboards in Salesforce?

    1 year, 2 months ago

    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:…[Read more]

  • Parul replied to the topic

    What are Dashboards in Salesforce?

    1 year, 2 months ago

    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:…[Read more]

  • Parul replied to the topic

    What are Dashboards in Salesforce?

    1 year, 2 months ago

    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:…[Read more]

  • Parul replied to the topic

    What are Dashboards in Salesforce?

    1 year, 2 months ago

    Dashboard is a page layout for visual display of your data. Each dashboard has 1:1 mapping for its component and report. One can clubbed multiple dashboard components to display a single report. The security settings is used to control the visibility of data. These dashboards are dynamic in nature. User can only view their own data as per their settings.

  • Hello Shariq,

    I want to add more about attachment here,

    Attachment -Attachments are something specific to each record. you can control wether attachments are allowed on an object or not by a check box on object settings.Access to each record controls access to its attachments

    Thanks.

  • Parul replied to the topic

    How to create a search page on Salesforce Lightning?

    1 year, 2 months ago

    Hello Shariq,

    Read this blog you will find your answer(link of the blog)

    Thanks.

  • Hello Shariq,

    Because in after trigger we may need DML operation for insert and update while in before we don’t need DML. generally. That’s why we can’t insert and update in after triggers in sobject.

    Thanks.

  • Hello Shariq,

    Here is a lightning code sample.

    [Read more]

  • Hello Shariq,

    I suggest, use a permission set. Permission is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles. Enable Work.com features by first creating permission sets that enable Work.com object permissions and tab…[Read more]

  • Parul replied to the topic

    Salesforce - What is Macros in Automate Case Management?

    1 year, 2 months ago

    Hello Shariq,

    Macros is defined as in case automation the automatically complete repetitive tasks on cases, such as selecting the right email templates, so that agents can spend time doing more important things. We can create macros to perform multiple actions on the Case Feed

    Thanks.

  • You can define master-detail relationships between custom objects or between a custom object and a standard object. However, the standard object cannot be on the detail side of a relationship with a custom object. In addition, you cannot create a master-detail relationship in which the User or Lead objects are the master.

  • Child record must have a associated parent.
    Cascade record-level security.
    Cascade record deletion.

  • Parul replied to the topic

    What are Standard Reports in Salesforce?

    1 year, 2 months ago

    Advantages of generating reports in Salesforce

    Reports provide information about Accounts.
    Reports provide information about Contacts in Salesforce.
    Reports provide information about opportunities.
    Reports provide information about forecasts.
    Reports provide information about products and sales pipeline.
    we can get an organization’s lead i…[Read more]

  • Not possible to create the MD relationship, First create as a lookup then populate each record as a parent then convert into master detail.

  • Load More

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