contents
Resources about Salesforce record types, which allow Salesforce users to offer different business processes, picklist values, and page layouts.
Perspectives on Salesforce Record Types
Further Reading
- Salesforce Record Types — Resources about Salesforce record types, which allow Salesforce users to offer different business processes, picklist values, and page layouts.
- Salesforce Custom Links — Resources about Salesforce custom links, which are links or buttons Saleforce users can add in order to streamline actions within Salesforce or integrate Salesforce data with external URLs, applications, or systems.
- Salesforce Page Layouts — Resources about Salesforce page layouts, which control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages.
- Salesforce Field Level Security — Resources about Saleforce field-level security settings, which allow Salesforce users to restrict access to view and edit specific fields.
- Salesforce Custom Objects, Tabs and Lists — Resources about Salesforce custom objects, tabs, and lists. Custom objects allow Salesforce users to store information unique to their organization, while Salesforce custom tabs and lists provide a view of custom object data or a way to filer by a particular set of data.
- Salesforce Formulas and Formula Fields — Resources about formulas used in Salesforce development, and formula field types, which are objects that store data and are calculated at run-time much like formulas in a spreadsheet.
- Salesforce Validation Rules — Resources about creating and using validation rules in Salesforce. Validation rules validate data entered into Salesforce and lower user errors.
- Multiple Business Processes in Salesforce — Resources about creating and using multiple business processes in Salesforce. Create separate business processes for functions such as sales, lead and support. These can then be associated with a record type and assigned to user groups by function.
- Automating Business Processes in Salesforce — Resources about automating business processes in Salesforce to alert users to record changes without manual intervention.
- Salesforce Visual Workflows — Resources about creating and using a Visual workflow in Salesforce. A Visual Workflow automates business processes by creating a flow, which asks for user input and performs actions in Salesforce based on those inputs.
- Salesforce Approval Processes — Resources about Salesforce Approval Processes which ensure user transactions are approved before they are committed.
- Salesforce Lookup Filters on Relationship Fields — Resources on using Lookup Filters on Relationship Fields in Salesforce. Salesforce lookup filters provide for filtered data, relationship fields define object to object relationships in Salesforce.
