Different Salesforce Field Types Depending on the Data Types and their Transformation Data Types.
| Data Type | Field Types | Transformation Data Types |
| ID | Look up relational, master-detail relati ... | String |
| String | Auto number, email, phone, multi-select ... | String |
| Boolean | Checkbox | Integer |
| Double | Currency, formula, number, percent, and ... | Decimal |
What are the different types of Salesforce?
Types of Salesforce Training Courses
- Instructor-Led Training Courses. Instructor-led courses are most suitable for people who find self-learning difficult. ...
- In-app Guided Training. Reading lengthy guidebooks and complicated theories can be difficult. ...
- Supplemental Resources. Providing your team members with supplemental learning materials will be of great help. ...
- Self-Paced Courses. ...
How to create a Salesforce custom report type?
How to Create a Salesforce Report
- Tabular Report. To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots).
- Summary Report. Let’s make this a bit more exciting! ...
- Matrix Report. Let’s take this one step further…and add another grouping, this time a “Group Column”, to display the “Type” of Account.
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! ...
How to create record types in Salesforce accounts?
Create a Custom Object. Go to Setup → Object Manager → Create → Click on Custom Object. Give the Object a Label such as Essential Document and a Plural Label such as Essential Documents. The Object Name will fill in automatically. The Data Type should be Text. Later you will be able to use the text for this field to input the name of the ...
See more
What are different types of Salesforce?
There are four primary Salesforce Editions available: Essentials, Professional, Enterprise, and Unlimited.
What type of system is Salesforce?
Salesforce is a cloud-based service as a software (SaaS) company, which means it hosts an application customers can access online. It operates on a pay-as-you-go subscription business model. Because all data and information is stored in the cloud, Salesforce is accessible from any device at any time.
What is data types in Salesforce?
Different DataTypes in SalesforceInteger, Double, Long, Date, Datetime, String, ID, or Boolean are examples of primitives.A sObject, such as an Account, Contact, or MyCustomObject c, is either general or particular.A collection that includes the following items: ... An enumeration is a typed list of values.More items...•
How many versions of Salesforce are there?
A set of Salesforce features wrapped together is what we call Editions. Salesforce provides 7 types of editions namely Personal Edition, Contact Manager, Group Edition, Professional Edition, Enterprise Edition, Unlimited Edition and Developer Edition.
Is Salesforce a ERP or CRM?
Salesforce is not an ERP. Salesforce offers various business solutions, which can be integrated to enhance and support your ERP but it does not provide an ERP product. At the heart of Salesforce is its CRM — Customer 360, which is the world's #1 CRM system.
What is Sfdc in Salesforce?
SFDC:- SFDC stands for Salesforce.com. It is a distributed computing and social venture software-as-a-service (SaaS) supplier situated in San Francisco. It was established in March 1999, to a limited extent by previous Oracle executive Marc Benioff. is the most popular cloud-based CRM today.
What are the 5 types of data?
6 Types of Data in Statistics & Research: Key in Data ScienceQuantitative data. Quantitative data seems to be the easiest to explain. ... Qualitative data. Qualitative data can't be expressed as a number and can't be measured. ... Nominal data. ... Ordinal data. ... Discrete data. ... Continuous data.
What is a Salesforce record type?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
What are Salesforce fields?
Fields in Salesforce represents what the columns represent in relational databases. It can store data values which are required for a particular object in a record.
What is CRM in Salesforce?
Customer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.
What is API in Salesforce?
API stands for Application Program Interface. Salesforce APIs are a way for other applications (or code in other applications) to programmatically access data within your Salesforce org, in a simple and secure manner.
What is the latest version of Salesforce?
current version is 43.0 summer18.
Different DataTypes in Salesforce
Apex in Salesforce assigns a data type to all variables and expressions, such as sObject, primitive, or enum. We use these data types as it is required depending on the condition.
Different Salesforce Field Types
Every field within Salesforce has a defined data type. When these fields are created in Salesforce, you are prompted to choose its data type such as String, TextArea, Number, PickList, etc. It’s important to understand that these fields expect data of a certain type.
Does Salesforce have the same types of organizations?
No company will have same types of Organization, based on the requirement an additional fee must be paid. In Salesforce.com we have different types of organizations in salesforce some of them are Production organization, sandbox organization, Developer organization, Partner Developer organization, Pre-Release Organization.
Can you create multiple sandboxes in Salesforce?
Sandbox organizations in salesforce can create multiple copies of your production Org for development , configuration, testing and/or training without affecting your production configuration and data . The edition that your company purchased may be entitled to sandboxes or you can purchase additional sandboxes.
Sales
Connect teams, close more deals, and streamline your entire sales process.
Industries
Tackle your industry’s greatest challenges with a tailor-made solution.
Health
Build stronger patient and member relationships on a connected platform.
Success
Choose the right level of support to help you achieve your business goals.
Work.com
Get expert guidance, data, and solutions to help your business reopen safely.
Advisory Services
Get technical support from Salesforce architects, designers, and developers.
What is a picklist field in Salesforce?
Picklist fields contain a list of one or more items from which a user chooses a single item. They display as dropdown lists in the Salesforce user interface. One of the items can be configured as the default item.
What is a reference field?
A reference field contains an Id value that points to a unique record (usually the parent record) on another object. A reference field is analogous to the concept of a foreign key in relational databases. The name of a reference field ends, by convention, with the letters Id (such as CaseId or OpportunityId ). For example, in the OpportunityCompetitor object, the OpportunityId field is a reference field that points to the Opportunity object. It contains an ID value that uniquely identifies an Opportunity record.
3 Main Building Blocks of Flow
Elements:- If there is a need to perform logical actions such as assignments, decisions, or loops so the best way is to do it with the help of Elements. They are the individual building blocks of the Flow.
Types of Flows
Screen Flow: If you want to create a custom UI, it can be done with the help of Screen Flow. It can also help to guide users through a business process, and these business processes can be launched from Lightning Pages or even with the help of Experience Cloud and as well as with the help of quick actions and more.
ADMINS
The Salesforce Administrator certification is considered the baseline credential for any Admin.
CONSULTANTS
For consultants working the full project lifecycle of Sales Cloud implementations. Prove you can design, build and implement Sales Cloud functionality.
COMMERCE
B2C Commerce Developers have experience developing eCommerce solutions with Salesforce B2C Commerce Digital – including the Storefront Reference Architecture (SFRA) and various APIs.
ARCHITECTS
For the designers who assess the architecture environment and requirements, and designs sound, scalable, performant solutions on the Customer 360 platform.
About Salesforce Licenses
Types of Salesforce Licenses
- Accessing the general Salesforce features requires users to own the basic/standard User license. The other types of licenses include Feature licenses and Permission set licenses. Further, Salesforce offers usage-based entitlements to enable and restrict access to users over a specific period. The following are the types of Salesforce licenses avail...
Understanding User Licenses
- The numerous Salesforce features call for equally numerous licenses to allow specific access. Here are the sub-types of User licenses and a brief description of each.
in Conclusion
- With the various licenses a user can get assigned, keeping track of them is also made just as simple. The Lightning Usage application allows you to track active user permissions through the Active Licenses tab. It can get challenging to understand and keep in mind the various permissions when assigning to a user. Although, optimally utilizing the permission authority help…