Data types in Salesforce used to define the type of information kept in Salesforce CRM platform. There are various data types available in Salesforce. Learn all our Salesforce data types tutorials here. Let us know if you still have any questions, we have experts to help you.
While working as a system admin for a Salesforce org, I received a requirement from a Sales representative to set a specific contact as the primary contact in an opportunity record. The opportunity is progressing well, and several key contacts were added to the opportunity, so, according to the requirement, I had to make contact … Read more >>>
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 >>>
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 >>>
I’m working as a Salesforce system admin for an organization that manages customer data using both Salesforce and an external ERP (Enterprise Resource Planning) system. We use Salesforce for sales and customer interactions, while the ERP system is used for inventory, billing, and order management. We need to ensure that customer information in Salesforce matches … Read more >>>
I am working as a Salesforce system admin, and in our Org, we have the Create Opportunity button removed / disabled from almost everywhere. We only want the users to create a new Opportunity from the Contact records. For this, we have two options: to create opportunities from the New button in the Opportunity section … Read more >>>
Recently, while creating a feedback form for one of my clients, I was required to change the field type of some records. In Salesforce, we can easily change the field type by navigating the object manager. I will show you how to change field type in Salesforce. In Salesforce, the change field type is the … Read more >>>
While working as a Salesforce Administrator, I was assigned the task of calculating the sum of the amount fields from all related child records and displaying that total sum on the parent record. We can use a formula to calculate it, but the rollup summary field makes it very easy. In this Salesforce tutorial, we … Read more >>>
In Salesforce, we can create only two master-detail relationships on the same object; sometimes, it isn’t important to have an MDR relationship on the Objects, so we can convert it into a lookup relationship instead. In this Salesforce tutorial, we are going to learn about Convert Master-Details Relationship into Lookup in Salesforce. We will see the … Read more >>>
In Salesforce, when we create the lookup relationship between the Objects, but later on, sometimes when we need characteristics like MDR, then we can convert the lookup relationship into a master-detail relationship. In this Salesforce tutorial, we will learn to convert a Lookup to a Master-Detail in Salesforce. We will explore the Lookup Relationship and MDR … Read more >>>
In this Salesforce tutorial, we will learn how to set visible lines for the text area long field in Salesforce. The feature to set visible lines for the long text area field is available in Salesforce Lightning and Salesforce Classic as well. Visible lines in Salesforce In Salesforce, the “Visible Lines” property for a long … Read more >>>
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