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Custom settings are similar to custom objects because they allow you to customize data in your organization. However, there are a few differences. Unlike custom objects, which have records tied to them, custom settings let you use customized data across your entire organization. Custom settings also help you identify specific users or profiles based on
Named Credentials in Salesforce are a feature in the platform that allows you to securely store and manage authentication information for external services or endpoints. Named Credentials eliminate the need to hardcode usernames, passwords, tokens, or other sensitive data within your Salesforce code, making it easier to manage and enhance security. With Named Credentials, you
Restriction rules in Salesforce provide an effective way to enhance the security of your data by limiting access to specific records. These rules prevent users from accessing sensitive data or information irrelevant to their job role. By filtering the records that a user can access based on specific criteria, restriction rules ensure that users can
It is a common question from many of you how can plain text emails be converted into attractive outlines? Well, no need to wonder as Salesforce Email Templates are here to get you out of this situation. According to a survey, it is observed that two out of three users prefer appealing business emails when getting them
Salesforce Sandbox Refresh is the process of creating a new copy of a Salesforce Sandbox environment from a production or another Sandbox environment.The refresh process creates a new Sandbox identical to the original environment in terms of metadata, configuration, and settings. Sandbox refresh aims to provide a clean slate for developers and administrators to test
Salesforce Dynamic Forms are one of the key features that make the most popular CRM tool even more useful. In this blog, we are going to cover some key aspects of Dynamic Forms that will help you integrate various configurations into a page layout. Make sure to stick with us till the end for better
Salesforce is one of the leading Customer Relationship Management platforms available in the market. It has some of the coolest features and different types of flows that make it stand different from others. In this blog, we will give you an in-depth overview of this new Screen Flow Salesforce feature in the ecosystem. We will
In our series of blogs on Salesforce today we would be taking a look at Salesforce lightning. As you have got the idea from the title we would be talking about Salesforce lightning merge accounts. But before that let’s see what is Salesforce lightning. To put it simply Salesforce Lightning can be defined as a user interface (UI) framework.
Sales Cloud versus Service Cloud is a debate or rather a comparison that puts the 2 best cloud-based software against each other. For someone who is aware of just one or is a user of one, it’s difficult to see what’s on another side. That’s why we thought to give this Sales Cloud versus Service
Salesforce is one of the most powerful customer relationship management (CRM) platforms that helps organizations to manage their customer data, streamline their sales processes, and improve their overall business performance. If you are using Salesforce (which you might be as you are here) then you must know and adapt to the best practices in Salesforce
