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SFDC

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Manideep Pendyala
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2 views4 pages

SFDC

Uploaded by

Manideep Pendyala
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Tumanideepsalesforce1@gmail.

com

Manideep@1

[email protected]

Pillisalesforce@1

[email protected]

Sumapilli@1

Field:

Roles

Role in one organization.

Profile

Combination of permissions and settings

Users: who can have access to the profile permissions

Page Layout

Relationships:

1. Lookup: Child record can exist without parent record

2. Master Details relationship: Child record should link with parent record.

Listviews:

Listview filters

Validation Rules:

Dynamic dependency:

Field Dependency: field dependencies define a relationship between two picklist fields where the
available values in one picklist (the dependent field) are controlled by the value chosen in another
picklist (the controlling field). This helps streamline data entry by displaying relevant options based on
previous selections.

Dependenat field:
Salescloud:

User License: User License is where you can able to create a user, without user license you cannot assign
a profile to a user

CRUD

CRED

How many security Levels we have:

Object level security: CRED


Record level:

Field level:

Organization level:

*Permission sets

*Creating Users profiles & roles

Giving permissions

Reports and Dashboards

Reports(9): Report is a list of records related to objects that meet the criteria defined. One can filter,
group and do maths on reports. (9dots)

Every report stored in a folder.

Quick find-Repot type- and create a new custom report.

Standard reports

Custom reports

Tabular report: colums

Summary report: groups

Dashboards
Record level security

Profile use:

sharing settings: User-Public groups-Sharing rules

Sharing rules

Owd: Record level security

Que’s:

Duplicate rules:

Record page Edit:

Work flows: Workflow Rules , are a set of actions (alerts, tasks and field updates) that are executed
when certain specified conditions are met. These rules automate the process of sending email alerts,
assigning tasks and updating certain fields of a record when a rule is triggered

Field update

Email Alert: Workflow rule-Letter Heads-Email template- Email alert

Field dependency:

Formulas:

Rollup summary field in Master-detail relationship

Count – (Recrd count) No need to choose the field.

Sum

Max

Min

https://millennium2-dev-ed.develop.lightning.force.com/lightning/r/Support_Ticket__c/ {!
Support_Ticket__c.Id}/view

https://millennium2-dev-ed.develop.lightning.force.com/lightning/r/Support_Ticket__c/
a00dM00000NMOGnQAP/view

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