Salesforce has always emphasized on declarative development since the beginning. The motto is that enterprise software should be easy to use for customers. With “clicks not code” development approach, Salesforce delivered Workflows, Process Builder & Flow. And we have really feasted on these tools to automate our business processes. Now going one step further, Salesforce has given us the ability to create object & fields along with its records, all at once, from a spreadsheet, with the introduction of Lightning Object Creator. More
Admins
How to #Hashtag Records in Salesforce
#Hashtags are used to organize records around a common theme. For example, I use hashtag to tweet about all the new features and functionalities in a Salesforce Release ( e.g. #SalesforceWinter20).
You can also use #hashtag in Salesforce with chatter posts and records. Let’s say that you want to capture the hobbies/interests (like ‘Golf’, ‘Soccer’, ‘Investment’, ‘Philanthropy’ etc) of your of leads and contacts. One way to capture this information is to use picklist or multi-select picklist field, which an admin will need to create and maintain. But an easier and better way to capture this information will be to use #hashtags. You can use as many hashtags as you want on a record and then search for information based on that. More
Order of Execution (Rules, Triggers etc.) in Salesforce & Debug Log
Salesforce has a bunch of rules that can be defined on objects and fields. For example you can define validation rules, workflow rules, proess builder, flows, assignment rules, escalation rules, auto-response rules, triggers etc.
Whether you are an adminsitrator, consultant, developer or architect – it is important for you to understand the order in which these rules and triggers are executed.
The following picture depicts the order of execution visually. (For finer details, please click here). More
How To Configure a Custom Domain for Your Community
If you are using Salesforce Community, you can change the community URL to be your branded URL. For example, when you create a community on Salesforce, by default the URL is going to be something like <name>.force.com or let’s say asagarwal.force.com. But you can change this to customers.asagarwal.com or whatever that you want it to be as long as you own that domain. And it is really simple to achieve this (say about 10-15 minutes effort or less)
Step By Step Guide To Delegated Administration in Salesforce
Use Delegated Administration in your Salesforce Org to grant a group of users the privileges to create/manage users within their own department or Business Unit without giving them System Admin privileges.
Delegated Administration, as the name suggests, means delegating some of your administrative duties to others. More