About Author


Anil is a Salesforce Solutions Architect. He has more than 7 years of expertise in Salesforce ecosystems. apart from Salesforce he has expertise in open source CRM applications, ERP systems and third party integrations. 

Comments

Post a Comment

Popular posts from this blog

Create your app

Note: don't get confused with mobile app. This is not a mobile app. A Salesforce app is a bundle of objects. E.g. if you are making a recruiting app then candidates, vacancies, applications would be objects in your recruiting app. Based on the subscription you purchase there are ready-made apps comes with Salesforce such as Sales, Marketing, Services etc. To create your app, follow these steps: 1. Search Apps in quick find box. Click on Build => Create => Apps. 2. Click on New. 3. Select Custom app which is a default option already 4. Go through each step carefully 5. Enter name (e.g. MyApp) and other details like which objects to be shown, profile visibility etc. 6. In visible section, select for all. 7. Finally Save. 8. Now go to the app drop in right top and select you app. Refer to screenshot
Read more

Approval Processes

This is where you set how the approval process going to work e.g. when an opportunity is being converted, this is to be approved by your manager first. Steps to set approval process: 1. Search for approval process in quick find box and go to workflow and approvals => approval processes. 2. Create new approval process. Use standard setup wizard. 3. Provide other details. 4. Select criteria condition. This is most important part. E.g. if an opportunity amount is greater than   1M, only then it will be sent for approval. Smaller opportunities will be auto-approved. 5. Click next to go to next steps. Most of the options are optional. Read carefully so that you understand what they mean. 6. Once you set up the approval process, try to create a record matching the criteria as defined in step 4 above e.g. create a new opportunity record having opportunity amount=1,000,000. 7. Save this opportunity record and scroll down where you will see that the approval status says sent f...
Read more

Role Hierarchy

Image
Role defines the hierarchy in an organization where user higher in the hierarchy has all access enjoyed by the users lower in same hierarchy. E.g. a user with role as VP marketing will have full read write access to all records owned by user down the line. Role and Profile are two settings which define the access you have in your organization. You can create new roles by going to manage Users => Roles. These roles are then assigned to users.
Read more