Slaesforce FAQ

how to add table of contents to salesforce community

by Prof. Rosario Dickinson Published 3 years ago Updated 2 years ago
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Open Salesforce. Click the app icon. In the Salesforce CMS app, open the workspace you want to add content to. Click Add Content.

Full Answer

What is a data table Salesforce?

Now, Data Table Salesforce is a collection of Data Points structured by rows and columns. The table contains position details of every item in the Database by holding the Data Points corresponding to these items. A Data Table Salesforce, better known as the Object, has certain rows and columns whereby each row is recognized as the Record.

How to create an object in Salesforce?

Step 1: First you have to go to Setup in Salesforce and select Build. Then go to Create and in that you will see an option named Objects as shown in the below image.

How to create records in Salesforce leads object?

Whenever your Object has been defined with its Fields, you can create Records on the said Object. Thus, assuming you need to add another account to the Leads Object, you would make another Record in the Data Table Salesforce, round out the predefined Fields, and have your Record afterward.

Why does Salesforce use Oracle databases?

Salesforce makes use of Oracle to power its Databases. This tactic seems far-fetched, considering these 2 are competitors in the CRM market. However, this business preposition between the 2 companies creates a semi-symbiotic relationship like Apple and Samsung.

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Create and Share Content in Salesforce CMS

In CMS Workspaces, you create content, define content access, and define channels so you can share content easily and limit access to appropriate contributors. Create separate CMS workspaces to differentiate internal and external information, different geographies, or even different campaigns.

Curate, Organize, and Display Content in Your Experience Builder Site

In an Experience Builder site where content is shared, you can organize content into collections or tag it as needed in the Content Management workspace. And, in Experience Builder, add it to the page and publish your site to make the content live.

An Overview of the Process in an Experience Builder Site

Content is created in your org then shared with one or more entities as channels. In Experience Builder sites, you can organize and tag the content, and then add it to your site pages. Your users see the content when the site is published.

Introduction to Data Table Salesforce

Salesforce is one of the most used Cloud-based Customer Relationship Management (CRM) software. It is designed to help organizations manage their Sales and Customer data. In addition, it has tools to adapt built-in functions such as User Interfaces and Data Structures according to the business needs.

Simplify Customer and Product Analytics using Hevo Activate

Hevo Activate helps you directly transfer data from Snowflake, Amazon Redshift, etc., and various other sources to CRMs such as Salesforce, HubSpot, various SaaS applications, and a lot more, in a completely hassle-free & automated manner for free.

Special Fields in Data Table Salesforce

Salesforce allows the usage of specific types of Fields (columns) to relate data together. These Fields enable connecting 2 Database Tables to collect information on both Tables using a simple query. It likewise makes it easier to navigate the data. The 2 major special Fields in Data Table Salesforce are:

Types of Data Table Salesforce

Salesforce supports several Objects (Tables) out of which the following 3 are the most important:

Understanding Fields in Data Table Salesforce

As mentioned earlier, Fields represent columns in Data Table Salesforce. The Standard Objects in Salesforce come with a pre-installed standard Field. However, Custom objects have the following 3 standard Fields pre-installed:

Understanding Records in Data Table Salesforce

Whenever your Object has been defined with its Fields, you can create Records on the said Object. Thus, assuming you need to add another account to the Leads Object, you would make another Record in the Data Table Salesforce, round out the predefined Fields, and have your Record afterward.

Conclusion

This blog introduced you to Data Table Salesforce and explained the various aspects related to it. Furthermore, it discussed the types of Tables, Fields, and Records that you can use while working on Data Table Salesforce. The blog also explained the various steps required to set up these functionalities.

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