At times you may want to have a report on objects and fields defined in your Salesforce Org. You may want this to document the schema definition in your org or for data migration/integration discussion and mapping.
Record Data Sensitivity and Compliance Categorization to Support Data Management Policies
Data Classification is a process of categorizing your stored data according to its sensitivity level. Nowadays, data security is of utmost importance to any organization. They want to secure their customer and employee data from the digital threat. Even Salesforce is no different. Trust has been one of the core values which ensures the data is secure. A Salesforce org is home to hundreds of different types of information which includes sensitive information such as email, mobile numbers, etc. You can classify sensitive data in Salesforce to support data management policies and adhere to compliance.
If you have ever heard the term “Data Classification” in your organization, then this blog post can be useful to you.
And Display a Visual Alert When an Email is Bounced
When sending emails from Salesforce, one of the things that will be quite handy to know is that if there was any problem in the delivery of the email. Emails may not be delivered because of an invalid email address, the recipient’s inbox is full or maybe the recipient has left the company. There are tens of reasons why an email cannot be delivered and you would want to know about it.
Salesforce has a feature called “Bounce Management”, that displays a visual indicator alongside the email address if email sent to that address bounces because of any reason.
In simple terms “Email Relay” means that any email that needs to go out from your Salesforce Org will be sent through your company’s email (SMTP) Server and not through Salesforce SMTP Servers.
There are different scenarios under which emails can be sent out from a Salesforce Org. For example
If you are implementing Salesforce Knowledge, one of the things that you may want to do is to import knowledge articles rather than creating it one by one in Salesforce. Importing knowledge articles is different than importing records in a standard/custom object using a data loader tool and is a bit tricky. But don’t worry. Now, here is a step by step guide to walk you through the entire process and make it a breeze.