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Salesforce is the world’s #1 CRM – Customer Relationship Management platform. A Customer Relationship Management system that allows businesses to manage business relationship & the data with info associated with them.
[ Related Article – What is Salesforce? ]
A Salesforce Application is a collection of Tabs that makes it easy for users to access a set of related features in the full Salesforce.com browser app.
Salesforce.com is a CRM – Customer Relationship Management applications develop
based on Software as a Service (SaaS). Force.com (PaaS) is a platform that helps inventors and business users to build powerful enterprise applications.
A tab helps us in making the views which help the user to see the info at a glance.
Export button is used to export all records of a particular object in the system to a .csv file (excluding records present in Recycle Bin). Whereas in the case of Export All button, all records (including records present in Recycle Bin) for that particular object are exported to a .csv file.
A Profile is a collection of permissions and settings that determines the user’s functional access (apps, tabs, object-level permissions), how information is displayed to the user.
In salesforce, roles are defined to upturn the data visibility a particular user has. Record level sharing can be done by:
Sharing Rules in Salesforce makes reflex exceptions to your organization-wide default sharing settings for defines set of users.
Roles are one of the ways you can control access to records and Profiles regulate what the User can do, view or edit on that record.
There are six Salesforce standard user profiles in Salesforce. Usual Profiles which mostly used are:
Record types allow you to associate different business procedures to define different sets of picklist values based on their user profile.
Organization-Wide Defaults, or OWDs, are the baseline security you for your Salesforce instance.
Like to an org chart, a role hierarchy denotes a level of data access that a user or group of user’s needs.
Salesforce offers the following types of interactions that can be established among objects:
Field Level Refuge in Salesforce gives permissions at object level to restrict user’s access to views and edit some fields on an object.
Using “Data Import Wizard”, we can Load up to 50,000 records at a time. It supports .csv file. It supports for Accounts and Contacts, Leads, Solutions & Campaign Members Standard Object and Custom Object.
Data Loader is a tool or Application used for salesforce to import and export unpackaged data.
Usual profiles are included with Salesforce that is not fully customizable whereas the Predictable Profile is created by the Administrator and fully customizable.
Reports is a set of records displayed in the form of rows and columns.
Reports data can be filtered, grouped and displayed graphically as a chart. Reports are stored in Folder – which controls who has access.
Tabular Reports, Summary Reports, Matrix Reports, Joined Reports.
Formula Field is a read-only field that derives its values for the formula Expression
you define. We cannot Edit Formula Field.
It is the simplest and fastest report formats. It displays the rows as records and fields are listed as columns just like a spreadsheet. It supports sorting of records.
This report allows the user to group rows of data, summarize the field value which also supports sorting and display subtotals.
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