Author: zeusexam

Support Sales Strategies with Sales Cloud Features In this chapter, we’ll be dealing with Sales Cloud features. If you are wondering what Salesforce Sales Cloud is, it is the piece of our beloved CRM that is designed to support sales and marketing in both business-to-business and business-to-customer contexts. It supports lead management, campaign creation, deal…

Dependent picklists Let’s spend some time discussing dependent picklists. They are single or multiselect picklists whose values depend on a controlling field that must be a picklist field (with at least one value and fewer than 300 values) or a checkbox field for the same record. This relation between fields helps keep data accurate and…

PRIORVALUE The PRIORVALUE function gets the previous value of a field that is the same value if the record is being created, or the real previous value if the record is being updated. You could use it to prevent users from updating important fields in specific conditions, such as changing the opportunity amount once it…

VLOOKUP The VLOOKUP function is similar to the Excel function with the same name, and it is used to look up a value inside a specific object’s record set. Let’s say we have a custom object that handles all country calling codes. The object is quite simple: We want users to manually input the country…

Validation rules I bet you already know what a validation rule is, but let’s discuss them again. A validation rule is a feature that is used to improve data quality. It is checked before a record is saved in the database. They are defined by the following: Here is an example of a validation rule:…

Hierarchical relationships Hierarchical relationships are an exclusive property of the User object, and they are used to relate users to each other, following a hierarchy. When creating a custom field on the User object, no other relationship is available other than the hierarchical relationship: Hierarchical Relationship field type on the User object This special kind…

Many-to-many relationships Using master–detail fields, we can set up the so-called many-to-many relationships, which are a way to link a given record to more than one record using Junction objects. When do you need it? Imagine that you want to link a Case with multiple Assets: Many-to-many relationships in action By using a many-to-many relationship,…

Roll-up fields A roll-up is a special kind of field that is allowed only on a master object—that is, objects that are on the master side of a master–detail relationship. These fields are used to summarize child fields, such as getting the number of case details parented to a given Case, or getting the total…

Click on the Next button at the bottom of the page to jump to the next step. Note that the Field-Level Security (FLS) for the new object’s field defaults to Visible/Writable, and that the master–detail lookup is a required field by default (after all, you cannot have a child without a master record): Master-detail field…

Master–detail relationships The master–detail relationship links two objects in a strong way: children are close to their parent and are strongly related. So this type of relation is usually used to create a detail record. Think about adding a Case Detail custom object that stores multiple case details, such as multiple products, addresses, or repeated…