Harshita Sahoo

  As we know that  Rollup Helper  is a very helpful & popular app on AppExchange. It is used to get real-time data on hand. We can easily roll up  Salesforce  data – Min, Max, Count, Average, Percent from a child object to a parent object by using this app. Basically, the count, max, and other similar operations on parent objects are only available for the Master-Detail relationship data type. It also allows these features/functionality in the Lookup Relationship. How to use a Rollup helper? Step 1:-  Go to AppLauncher and click on “Visit Appexchange”, search for “Roll-up Helper” and install it. After installing the app, when you see “App Launcher,” you will find an app as “Rollup Helper.” Step 2:-  When you click on the “create” icon, you will get the option on the next page to select the Destination object. Step 3:-  You will get an option to select a targeted field after selecting the targeted object, and also to select the selected object ...

As we know to create a related record for any object, you must go to that particular record on which you want to create that related record and scroll down to go to the related list to find the button “New” with the object name, and then you have to click on that. From this process, you can create a new related record. Instead of this process, now you can create a button or link that on click opens an interface where you can create the required record with the selected fields and some predefined fields without moving to another page. All this can be done with the help of Quick Action. With this setup, You can not only create records but also update records, log calls, send emails, and also call Visualforce Pages. T ypes of Quick Actions: Object-specific quick actions Global quick actions Object-specific quick actions , specify that whenever you want the action to be used only on a particular Object, you use Object-specific actions. So basically, These actions are displayed on the detai...

As we know that Campaign is a group of Contacts and Leads exposed to specific marketing communications. So basically, it stores essential performance metrics and here salespeople can quickly see the prospects and customers that received marketing activities. For example, here are some of the things you can easily do with Campaigns in Salesforce are: ⦁ You can measure how well marketing campaigns are doing. ⦁ Let salespeople see the history of marketing messages sent to customers and prospects for the better management of the Campaign. ⦁ We can manage which Leads and Contacts have responded to emails and other marketing communications. ⦁ It can summarize campaign results and make them easy to understand. ⦁    Let salespeople quickly add Contacts and Leads to webinars, upcoming events, and other campaigns. How To Create A Campaign in Salesforce Goto the Sales app and click on the Campaign tab and then click “New”. If you don’t have permission to do this, you must need th...

  As we know,   Salesforce   provided a ”   Reporting Snapshot feature ,” which allows you to create and store snapshots of the data that you usually want to monitor using a custom object.  Salesforce reporting snapshot allows you to report on historical data. It can then schedule when to run the report to load the custom object’s fields with the data. Reporting snapshot feature enables you to work with the report data, same as how you work with other records in Salesforce. Create a Reporting Snapshot in Salesforce So, It is divided into three parts:-  Create a Report on any object. Create a Custom Object and fields to store the Data Create automation that stores data from your source report into the custom object Step 1.   Go to the “App Launcher” and search Report and click the “New Report.” Step 2.  Now, create a custom object to store the data. Goto the Object Manager and create a new “Custom Object” Now, Create a custom field to store th...

We know that “ Field Accessibility ” is an essential feature in Salesforce. Field accessibility is used to control field-level access for different user profiles. Factors Controlling Field Accessibility If we talk about the factor, so many factors define field accessibility, i.e., whether a user can edit and view that particular field or not. So you can easily control the user’s access. To fields at the user, field-level, or record type. Page layouts — You have to set whether fields are visible, required, editable, or read-only for a particular record type. Field-level security  – In field-level security, It is configured for a user’s profile in field-level security. If the field-level security setting is more restrictive, these settings override field properties set in the page layout. For example, in Salesforce, field-level security is beneficial to assign page layouts to users without creating a new page layout. Permissions — Some user permissions override field-level security s...