Standard objects in salesforce
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It is recommended by Salesforce to use Chrome as the browser. Objectives. All students will learn how to: Complete the login process. Use Salesforce® nomenclature – Apps, Objects, Records. Configure Personal Settings. Navigate in Lightning. Use the sharing model. Use Standard Objects. Use Custom Objects, Field types, Custom fields. Create ...
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An authenticated Salesforce Community must be created for individuals with the appropriate profiles and roles to access data and information authorized for them. In addition to standard users who have access to their own data, DODD has users who are third-party agents, acting on behalf of a number of individuals, providers, or county boards.
[DOC File]Supplement 1: Salesforce Platform Managed Service
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4.7. Guiding Principles and Requirements: Configuration and Customization of Salesforce Objects 23. 4.8. Change Management/Communications and User Training (Minimum Requirements) 24. 4.9. Project Completion Activities and Final Documentation 25. 4.10. Salesforce Data Archive and Purge 26. 4.11. Non-Production Environment Data Masking 27. 4.12.
[DOCX File]Security Controls
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When you delete a custom object, Salesforce does not add it to the Recycle Bin with other deleted records. Instead, deleted objects appear in the Deleted Custom Objects list for 15 days. During this time you can restore an object and the data stored in it, or permanently erase the object and its data.
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Align Salesforce to your business. 44. Step 3: Enable the User Experience with Data46. A. Identify Data and Prepare Data for Import. 46. B. Import Data. 47. C. Manage your Data. 48. Step 4: Deploy and Empower your Users50. Welcome to Salesforce! This workbook was designed to help you get off to a great start and fast track your deployment in 4 ...
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Each object can be accessed by clicking the square made of 9 dots underneath the company logo. This will open a menu and give the user a view of all the objects in salesforce. Let’s start with the . Accounts . object. Accounts. Accounts can be a way of organizing your contact in salesforce.
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The following section lists some of the differences and considerations that are important to understand regarding the Data Model differences between Salesforce CRM and a Standard Goldmine Customization. The following indicates the mapping from a Standard Goldmine Entities to Salesforce CRM Objects:
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In Salesforce. Select the Salesforce objects to track costs against. These can be standard or custom objects. Some Salesforce objects are not available to use in the Custom Fields feature. Refer to the Salesforce Objects Not Available for Custom Fields section in this guide for the full list.
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Welcome to Salesforce! This workbook was designed to help you get off to a great start and fast track your deployment in 4 steps: Step 1: Prepare for Success - define your vision, inspire your team and plan your journey. Step 2: Create the User Experience - adapt Salesforce to enable and improve your business processes. Step 3:
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Developed own custom Salesforce App from scratch that was selected the best in the class (tied with 4 others). App comprised standard/custom objects; security; …
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