One of the many advantages of using Salesforce to run your business, rather than a spreadsheet, or other simple CRM, is the flexibility you have to customize the access each user has to data and functionality. In some cases, this will be needed to enhance and preserve privacy and ensure staff is not interfering with … Read more
Anyone who works with Salesforce will need to have a working understanding of Objects. They are the core foundation on which Salesforce and its data structures are built. In this article, I will explain the basic principles regarding Salesforce Objects, the difference between standard and custom objects, how to create a new one, and much … Read more
The Salesforce AppExchange is a marketplace where you can find apps, components, and consulting services for all things Salesforce. It’s a one-stop shop for everything you need to customize and enhance your Salesforce Org. With over 5,000 solutions customized for Salesforce, there’s something for every department and industry. Whether you’re an admin at a small … Read more
Salesforce automation can help businesses of all sizes to improve their business processes and achieve their goals. With the help of automation tools, companies can reduce manual work, minimize errors, and focus on their core business activities. By automating tasks and workflows, businesses can save time and resources, increase efficiency, and improve the overall customer … Read more
Workbench is a web-based tool that enables Salesforce administrators and developers to interact with Salesforce.com. It offers a range of tools, including data export, that allow users to work with Salesforce data using the Salesforce APIs. Workbench can be accessed via this URL (https://workbench.developerforce.com/login.php). You do not need an account for the tool, as you … Read more
This article will outline the steps you must follow to connect your Salesforce Trailhead Playground to Org to Workbench (the online tool for interacting with Salesforce data). Table of ContentsWhat Information Do I Need To Connect A Trailhead Playground Org To Workbench?Finding Your Trailhead Org Login Details1. Log Into Your Trailhead Playground2. Get Your Log … Read more
The Data Import Wizard is a Salesforce tool that allows you to easily import data from external sources into your Salesforce org. It is accessible from the Setup menu in Salesforce. In this article, I will demonstrate how to use the Data Import Wizard to import data in Salesforce. I have a CSV file with … Read more
Salesforce Data Loader is a desktop client application that allows users to insert, update, delete, and export large amounts of data in Salesforce. It is a free tool provided by Salesforce and can be used by any Salesforce user with appropriate permissions. In this article, I will demonstrate how to use Data Loader to import … Read more
Salesforce Data Loader is a tool that allows users to import, export, and delete data in Salesforce. It can be installed on your computer and can be used to perform bulk data operations. With Data Loader, users can extract data from Salesforce, manipulate it in a third-party application, and then load the modified data back … Read more
Workbench is an online tool for managing Salesforce data that allows you to easily import data from external sources into your Salesforce org. It is a web-based tool available for use at no cost. In this article, I will demonstrate how to use Workbench to import data in Salesforce. I have a CSV file with … Read more