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.
1. Click on the object in menu bar. 2. Click on the toggle link in right hand side and then on “View Validation Rules”. Alternatively you can search for validation in quick find box and scroll down to your object name. 3. Define rule name, scenario for validation and error message. 4. Click save. 5. Test your validation rule by creating or editing a record.
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...
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.
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