Similar to objects, Custom Settings are built in a Row and Column format – you’ve got multiple instances of a Custom Setting (similar to an Object’s records) which are made up of Custom Fields (with similar types – Text, Checkbox, Number, etc). There are two types of Custom Setting...
In the Custom SObject“Invoice__c,”we have 3 Required Fields“Description__c”,“Customer__c”,“Amount__c”, and Create/Update request will be successful only if specified all the fields as part of the request body. It holds even if we are updating only one field. We...
Salesforce Junction objects are used to model many-to-many relationships between two objects. Learn why it was created and the steps to create one.
Data input isn't anyone's idea of a good time, especially when it means copying and pasting information from one application to another. If you're routinely grabbing responses from Gravity Forms and pasting them into Salesforce as custom objects, stop. You can automate the process instead. ...
Junction Object is the best feature offered by CRM to its customers. This feature's main objective is to strengthen the objects' connectivity in many ways. After reading this article, you will have a clear knowledge of the Salesforce Junction Object and how to create them....
Custom reports allow you to customize the Salesforce custom objects and custom views (Opportunities) within the standard objects. If the administrator of the account provides access to ‘Opportunities’ within a custom report type, you can use it to create a report for a specific product. ...
A Salesforce Administrator is a system administrator who specializes in the CRM suite from Salesforce. Learn how to become a Salesforce administrator through this blog.
Standard objects within Salesforce include account, contact, lead and opportunity. You can also create custom objects to store information specific to your business or industry. For instance, if you were an ice-cream business, you could have a custom object called "flavor" to keep track of ...
Data collected in your surveys can provide powerful insights into your customers’ levels of satisfaction and engagement, visit here to know how to push survey data directly into Salesforce.
Delete old or outdated info, validate necessary custom fields, and standardize formats. Define roles and permissions To keep your data as secure as possible, determine access levels by role and make assignments. Migrate your data Using Insightly’s data migration tool, export your Salesforce data ...