Practical guides, product updates and ideas from the Etiquette Technologies team on Salesforce, cloud, automation and building better digital experiences for your business.
What is a Salesforce Health check? The Salesforce Health Check is a tool that rates the overall security health of your Org, allowing users to identify vulnerabilities and monitor the effectiveness of their security settings — either against Salesforce’s out-of-the-box standard or a custom baseline. The tool scans all...
A lookup relationship is an object relationship method. A field that uses a lookup method gets the value of a field from another Object, is called a lookup method. For example, An employee record that contains a field named Emp contact. Which is in the lookup relationship with the contact...
Unique Id There cannot be the same employee id for two employees so when we get the employee id. It should be unique so we can use the unique id option in the field. How to enable unique id values on a field? External Id 1)Text 2)...
Field history tracking is used to see who made the changes to the field or updated or created the field. By enabling this field tracking option, it keeps track of the changes made to the field. How to enable field tracking. Object manager → Object →Fields and relationship → field...
Custom notification in salesforce is used to send a custom-made notification to the user when at the occurrence of a certain function defined by the developer. Flow Flow in Salesforce is an Automation process, which is used to group certain actions together to create a process. Custom Notification Using Flow...
Salesforce Launches DevOps Centre to Accelerate Development and Shorten Release Cycles. Installation and Setup: Creating Connected App: Assigning Permission Set to the Connected App: Permission Set Along with DevOps Center: Permission Set Description Assign To DevOps Center Base Permission Set All DevOps Center Users DevOps Center Manager Access and permission...
Custom setting: Types of custom settings: There are two types of custom settings in Salesforce: List Custom Settings: Hierarchy Custom Settings: How to create the custom settings Step 1: Access the Salesforce Setup menu. Step 2: In the Quick Find box, search the Custom setting and click the new button...
The restriction rule makes certain records invisible to certain users. For example, if a list returns 50 records, The restriction rules are applied to the 25 records and the user will see only a few records. Key Considerations: Restriction rule creation. First of all, I did create the custom objects...
The Salesforce Streaming API is used when you need to keep your external source in sync with the Salesforce data with PushTopic events and Change Data Capture events. Streaming API uses Bayeux Protocol and Asynchronous in Nature. Data Format is JSON. When to use Streaming API Use Streaming API...
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