In Salesforce, there are 2 types of profiles: Standard and Custom. Similarly, for any product in the world, there are usually standard and custom settings. For example, if you buy…
Author: Ashish Sharma
How to Create a User in Salesforce
What is a User in Salesforce? In Salesforce, a user is anyone who is able to log in to Salesforce, or who has credentials to log in to Salesforce. Below,…
Cross-Object Formulas in Salesforce
What is a Cross-Object Formula Field in Salesforce? A cross-object formula field in Salesforce is a type of bridge field that references fields from different, but related objects. These fields…
Salesforce Sandboxes
What is a Sandbox? A Salesforce sandbox is a replica of your Production org. Sandboxes are separate from your Production Org and are used to configure, develop, customize, and test…
Permissions Sets
What is a Permission Set? As we will discuss more in a later blog post, profiles control user access to objects and data in Salesforce. Usually, you assign a single…
Salesforce Editions
There are 5 editions in Salesforce each with different features. Which edition should you or your customer pick? It depends on what you’re looking for. The editions are: Essentials, Professional,…