How to Create Lookup Relationship in Salesforce

Lookup Relationship in Salesforce

I worked as a Salesforce Administrator for an organization that was hiring employees across various departments. As part of creating profiles for these new employees, we needed a way to assign them to their respective departments easily. To do this, we wanted a field that would allow users to search for and select the appropriate … Read more >>>

Salesforce Checkbox Validation Rule with Examples

Add Checkbox Validation rule in Salesforce

While creating the job application form in Salesforce, I need to add a validation so that if the applicant selects the “Certification Done” checkbox, they must also provide details in the “Certificate” field. This ensures that applicants who have completed a certification must enter the certificate name or details before saving the record. The validation … Read more >>>

Standard and Custom Fields in Salesforce

How to create a field in Salesforce

After creating a custom object, we need to create fields to store the data in those objects. Fields are like columns in a table where we enter information or values. There are two types of fields in Salesforce: standard and custom fields. In this Salesforce tutorial, we will learn about various Standard and Custom Fields … Read more >>>

How to Set up Field Dependency in Salesforce

Field Dependency Matrix in Salesforce

I created a custom object in Salesforce to create new employee records. In that form, the employee needs to select the country and state of their native place. However, the requirement was that I needed to modify the country and state fields so that when an employee selects a country, only the related state should … Read more >>>

Master-Detail Relationship in Salesforce

Master detail relationships examples in Salesforce Classic

I worked for an organization that uses Salesforce CRM to manage the employee management application. Recently, HR asked me to update the application to include an employee field for reimbursement applications. When the employee clicks that field, it shows all employees in the list, and without filling that field, the record should not get saved. … Read more >>>