Go to Setup > Quick find Box > Enter Custom Settings > Click New > For Label Enter “your Choice ” and for Object Enter “Your choice” and Select Types of Custom setting 1. List, 2.
Full Answer
What are the capabilities of Salesforce?
The Ultimate Guide to Setting Up Salesforce Knowledge
- Key Points – What you need to know. Before we dive into the fun features of Lightning Knowledge, let’s knock out a few housekeeping items first that you’ll need to ...
- Content Management. ...
- Channels. ...
- Approval Processes. ...
- Knowledge Features. ...
- Topics. ...
- Case Deflection. ...
- Using Apex with Knowledge. ...
- Keep Learning! ...
What are the pros and cons of Salesforce?
- Low risk: Low acquiring cost and low-risk management as an organization tool.
- Salesforce database helps in organizing and digitizing company sales records.
- Allows customization of profiles for individual customers, and gives quick access to individual records.
What is the function of Salesforce?
What are the different roles in Salesforce?
- Salesforce Administrator:
- Salesforce Business Analyst:
- Salesforce Developer:
- Salesforce Functional Consultant:
- Salesforce Platform Manager:
- Salesforce Solution Architect:
- Salesforce Technical Architect:
- Salesforce Project Manager:
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
What automation should I use Salesforce?
We recommend starting with Process Builder, especially for business processes that can be simplified to if/then statements. For example: if a case is escalated, then notify the account owner. Process Builder includes almost all the functionality that's available in workflow rules, and more.
What are the functions of Salesforce?
Functional overview of Salesforce CRMMarketing administration. Marketing administration is available in Salesforce CRM under the application suite known as the Marketing Cloud. ... Salesforce automation. ... Customer service and support automation. ... Enterprise social networking. ... Salesforce CRM record life cycle.
How are Salesforce functions invoked?
Your Salesforce Function is automatically authenticated to the org invoking your Function at run-time, meaning that you don't have to worry about dealing with authentication, or any of the other complexities of making external systems access your org.
When should we use apex?
Use Apex if you want to:Create Web services.Create email services.Perform complex validation over multiple objects.Create complex business processes that are not supported by workflow.Create custom transactional logic (logic that occurs over the entire transaction, not just with a single record or object).More items...
How do I create a function in Salesforce?
1:027:53Salesforce Functions - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe have an index. Ts file and here's a description of this function it's going to create an accountMoreWe have an index. Ts file and here's a description of this function it's going to create an account contact an opportunity object all together in a single transaction using uh the unit of work api.
Which module is best in Salesforce?
Salesforce Einstein Analytics training is one of the Salesforce modules of best-in-class application tools that place advanced AI technologies at the heart of the Customer Satisfaction Process making Salesforce the smartest CRM in the world. The Salesforce Einstein CRM is now the cleverest CRM in the world.
What is action function Salesforce?
Action Function is used in the Visualforce page to call the Service Side method using JavaScript and does not add the Ajax Request before calling the Controller method.
What is Apex for Salesforce?
Apex enables developers to access the Salesforce platform back-end database and client-server interfaces to create third-party SaaS applications. Apex includes an application programming interface (API) that Salesforce developers can use to access user data on the platform.
How do I enable function in Salesforce?
Before your org can invoke a deployed Function, configure it to work with Salesforce Functions, create a compute environment, and associate it with your org.Enable Functions.Create a Compute Environment for an Org.Develop Functions Using Scratch Orgs.Develop Functions Using Sandbox Orgs.
What are best practices for Apex?
12 Salesforce Apex Best PracticesBulkify Your Code. ... Avoid DML/SOQL Queries in Loops. ... Avoid Hard-coded IDs. ... Explicitly Declare Sharing Model. ... Use a Single Trigger per SObject Type. ... Use SOQL for Loops. ... Modularize Your Code. ... Test Multiple Scenarios.More items...•
What are the best practices in Salesforce?
7 Salesforce best practices every org should keep in mindKnow your internal processes inside and out before taking on a new project. ... Practice good data hygiene. ... Choose a designated product owner. ... Avoid shiny object syndrome with new features. ... Test everything (and then test it again) ... Have a change management plan.More items...•
What is difference between static and non static in Salesforce?
Difference is that Static method can acces static variable and belongs to the class whereas Non Static method and variables can be accesed only the object of the class. Second Major difference is that Static variable can not be overridden.
What are Organization-wide defaults and sharing rules?
Organization-wide defaults and sharing rules determine what data is private and what data is shared with other users. These settings come in handy when working across a large team with varying data security needs
How do roles mimic teams?
Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assign ing users to a role hierarchy makes records accessible within their team.
What is permission set?
Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
What should requirements be?
Requirements should be short, excluding unnecessary information. Requirements should be testable/verifiable, to be able to check them off the list at the end of the project. Requirements should use consistent terminology, with industry standards/naming conventions listed in a glossary.
Is feedback in scope or out of scope?
If it’s out of scope, a requirement addressing the feedback should be created and either moved to a future phase, or added to the current project.
What is Salesforce journey?
Your Salesforce journey travels a never-ending path filled with product updates, new use cases, and increasing business value. Along the way, you’ll face challenges and changes, but there’s nothing that can’t be bested with an adaptable Salesforce strategy and a link to the right Salesforce know-how.
Is Salesforce a continuous process?
Learning Salesforce best practices will be a continuous process, but once you’re connected to all the right people online and know where to go to find good resources, you’ll be better prepared to use this information to adjust your Salesforce strategy and get to the next level.
Why use flow in Salesforce?
Flows allow you to build complex business automation using clicks instead of code. As an admin, Flows are going to be your best friend because you will be able to handle the majority of complex business requirements without the help of a Salesforce developer! The benefit of Salesforce Flow is that they are easy to maintain because anyone ...
What is loop in Salesforce?
Loops allow you to handle multiple variables at once using collections. Data elements include Create, Update, Get, or Delete records. Essentially, any time you want to edit a record in the Salesforce database, you’ll need to use one of these Data elements.
