Learn Salesforce Basics - BLOG - 5.1

                                                  

Learn Salesforce key points from the very beginning which will clear your basics.

1. Standard Objects and Custom Objects : 

• Standard Objects are built by Salesforce like Account, Contact etc. 
• Custom Objects are built by us like Student__c, Company__c. Custom objects API name ends with '__c' . 

2. Profiles : 

• It is a group/collections of settings and permissions that define what a user can do in Salesforce i.e., CRED(Create, Read, Edit, Delete).
• It works on Object level and Field level.

3. Permission Sets :

• It is a collection of settings and permissions that give users access to various tools and functions.
• The settings and permissions in permission sets extends user's functional access without changing their profile.
• It also works on Object level and Field level.

4. A user can have only 1 profile and zero or many permission sets.

5. Roles : 

• It controls the level of visibility that a user have to an organization data.
• A user at higher level have access of records owned by users having lower level.

6. Types of Automation tools :

• Workflows
• Process Builder
• Approval Process
• Flow

7. Workflows :

• It automates the business process.
• Inorder to create it, two things are required :
• Criteria that causes the rule to run.
• Action that executes when a record matches a criteria
• If the criteria are met, action gets executed.
• When they are met, record will get saved but no action will get executed.
• Types of actions includes : Field update, Automated Emails, Creating a task, Send an outbound message.

8. Process Builder :

• It also automates business process and is an advance form of Workflow Rules.
• It is an extension of Workflow rules containing more features.
• We can create the whole process in one place rather than using different Workflow rules.

9. Approval Process : 

• It is an automated process that an organization can use to approve records in Salesforce.
• It is a combination of steps for a record to be approved and a person has to approve it in each steps.
• Actions includes approved, rejected, recalled.

10. Flows :

•  Flow is an application that automates complex business processes.

• It collects data and then does something with that data.

• Flow Builder is the declarative interface used to build individual flows. 

• Flow Builder can be used to build code-like logic without using a programming language.