Must Know topics in Salesforce for beginners Trailmix | Salesforce.
- Salesforce User Basics. Get started with Salesforce and learn how to make it work for your bottom line.
- Salesforce Platform Basics.
- Salesforce CRM.
- Picklist Administration.
- Formulas and Validations.
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 main purpose of Salesforce?
Salesforce.com, inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
What is Salesforce, what does Salesforce do?
Salesforce is a company based out of San Francisco, California. They are the leaders in cloud technology and CRM services. In addition, they offer a suite of products for customer relationship management, enterprise resource planning, social media marketing, eCommerce platforms, and more.
What is the job of Salesforce?
- Salesforce administrators work with people at all levels in the organization, from CEO to the end users, so must command exceptional communication skills. ...
- The job role of a salesforce administrator is “Customer Facing”. ...
- The beauty of Salesforce as a CRM tool is that there is no specific way of doing anything in Salesforce. ...
See more
Where can I find topics in Salesforce?
In the topics list, you can:To see a topic's detail page, click the topic name.To see updates in your Chatter feed, click. Follow.To narrow what you're looking for, filter the list of topics.Search for topics by name. ... Only users with the View All Data permission can filter by record name.
How do I create a topic in Salesforce?
Open Experience Workspaces. ... Access topics by clicking Content Management | Topics.Select All Topics | All Content Topics.To create a content topic, click New.Enter a name and description. ... Repeat steps 4 and 5 to create several content topics for your Experience Cloud site, up to a maximum of 5,000.
What is topic for objects in Salesforce?
Topics for objects offers a powerful way to crowdsource your company's key themes and issues. Users can add topics to records to organize them by common themes.
How many topics can be created in Salesforce?
Records can have up to 100 topics. When you're done adding topics, click Done or press Enter.
What is topics in Chatter in Salesforce?
Topics pages automatically collect the most up-to-date content from Chatter discussions. Files, answers to posts, and even recommended groups and experts can be followed by members of the Chatter network.
How do I create a topic in Salesforce lightning?
In the topic editor, start typing your text. As you type, you can pick a topic from the list of suggestions or keep typing to create your own unique topic. Press Enter to add the topic to the record.
How do I create a topic report in Salesforce?
To add topics into a record object:Do not need to start with #, just type the topic and hit enter when done.Need to type in the Topics component in lightning, see post below for Topics component.You need to have edit permission on the record to be able to add topics to that record.More items...•
How do I use hashtags in Salesforce?
0:031:53Lightning Quick Tip - Hashtags in Salesforce Chatter - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis as a topic. And it gives you your topic inside of brackets. And once you're done with yourMoreThis as a topic. And it gives you your topic inside of brackets. And once you're done with your posts you just simply click share and that hashtag.
How do I enable an object in lightning Salesforce?
In Salesforce Lightning Experience UIClick the gear icon | Setup.Go to Object Manager.Click on the name of the object.Click "Edit"In the section "Deployment Status", ensure it is set to "Deployed" then save.
How many records a list can hold in Salesforce?
A list can hold 1000 elements(as per the limit).
What are limitations in Salesforce?
Major Governor LimitsOverviewGovernor LimitTotal number of SOSL queries issued in Salesforce20DML Governor Limits in Salesforce (Total number of issued statements per transaction)150Total number of records retrieved by a single SOSL query2000Total number of records that were retrieved by SOQL queries500002 more rows•May 8, 2020
How many records can a Salesforce object hold?
Required Editions Object rules default to 500 records per object. Salesforce doesn't limit the number of users per briefcase, but the number of records plus the number of assigned users does affect briefcase performance.
Salesforce User Basics
Get started with Salesforce and learn how to make it work for your bottom line.
Salesforce Platform Basics
Get introduced to the platform, navigate use cases, and build custom functionality.
Salesforce CRM
Learn how to use customer relationship management (CRM) software to grow your business.
Picklist Administration
Choose the right picklist field for the job, manage picklists, and share picklist values.
Duplicate Management
Resolve and prevent duplicate records to increase user confidence in your data.
Customize a Salesforce Object
Use picklists, filters, formulas, and other tools to customize an object in your org.
Lightning Experience Customization
Customize the Lightning Experience user interface without writing any code.
