Salesforce CRM Online Training

In Salesforce CRM , an approval process is a mechanism that automates the way records are approved in an organization. It allows organizations to define a set of steps, criteria , and actions for approving or rejecting records, such as opportunities, leads, cases, and custom objects. Here's a general overview of how approval processes work in Salesforce CRM: 1. Define Criteria: You start by defining the criteria that determine when a record should enter the approval process. This can include criteria based on fields , related records , or any other data within Salesforce. 2. Create Approval Process: Once you've defined the criteria, you create an approval process. This involves setting up the steps that the record will go through, including who needs to approve it at each step and any actions that should occur upon approval or rejection . 3. Submit Record for Approval: When a record meets the criteria defined in the approval process, it can be submitted for approval...

Sales Cloud is a customer relationship management (CRM) platform developed by Salesforce . It is designed to help businesses manage their sales processes, customer interactions, and sales pipelines more effectively. Sales Cloud provides a wide range of features and tools to streamline sales operations and improve productivity . - Salesforce CRM Online Training   Some key features of Sales Cloud include: 1. Lead Management: Allows users to capture, track, and qualify leads from various sources, such as websites, email campaigns, and events. 2. Opportunity Management: Helps sales representatives manage their sales opportunities through stages such as prospecting , qualification, proposal, negotiation, and closure . 3. Account and Contact Management: Provides a centralized database for managing customer accounts and contacts, including details such as contact information , interaction history , and organizational hierarchies . 4. Sales Forecasting: Enables sales ma...

Salesforce CRM Lightning Web Component (LWC) framework is a modern user interface framework built by Salesforce for developing web applications on the Salesforce platform. LWC is a programming model for building Lightning components using the web standards of HTML, CSS, and JavaScript. It is designed to be lightweight, secure, and fast, enabling developers to create highly interactive and responsive applications. - Salesforce CRM Online Training Key features and benefits of Salesforce CRM Lightning Web Components framework include: 1. Web Standards: LWC leverages modern web standards such as Web Components, JavaScript ECMAScript 6 (ES6), and Shadow DOM for encapsulation. This ensures compatibility with standard web development practices and facilitates easier adoption by developers. 2. Component-Based Architecture: Like other Salesforce Lightning components, LWC follows a component-based architecture, allowing developers to build applications by composing reusable components. T...

Salesforce CRM, like many cloud-based platforms, imposes certain governor limits to ensure the efficient and fair use of its resources. These limits are in place to prevent any single transaction or process from monopolizing resources and potentially impacting the performance and stability of the platform for other users. - Salesforce CRM Online Training Some common governor limits in Salesforce include: 1. CPU Time Limit: Each transaction in Salesforce Apex code is allotted a maximum amount of CPU time to execute. This helps prevent long-running or inefficient code from consuming too many resources. 2. SOQL Query Limit: Salesforce imposes limits on the number of SOQL (Salesforce Object Query Language) queries that can be executed per transaction to prevent excessive database access. 3. DML Statement Limit: The number of DML (Data Manipulation Language) statements, such as inserts, updates, deletes, and undeletes , that can be performed in a single transaction is limited to p...

Salesforce CRM system does not have a specific concept called "Defined Exceptions and Types" as you might find in programming languages or frameworks. However, Salesforce does handle exceptions and errors through its exception handling mechanisms, which include both standard exceptions provided by the platform and exceptions that developers can create. - Salesforce CRM Online Training Here are some common types of exceptions and errors you might encounter in Salesforce: 1. DML Exceptions: These exceptions occur when performing database operations such as insert, update, delete, or undelete records using DML statements. Examples include `System.DmlException` and `System.Database.SaveResult`. 2. Query Exceptions: These exceptions occur when executing SOQL (Salesforce Object Query Language) queries. Examples include `System.QueryException`. 3. Governor Limit Exceptions: Salesforce enforces various governor limits to ensure the stability and performance of the platfor...

Salesforce Object Query Language (SOQL) is a specialized query language used to interact with Salesforce's data model. It's similar in syntax to SQL, but it's specifically designed to query and retrieve data from Salesforce objects, fields, and relationships. - Salesforce CRM Online Training Here are some key points about SOQL: 1. Syntax: SOQL uses a syntax similar to SQL.      For example:     ```soql     SELECT Name, Industry FROM Account WHERE Industry = 'Technology' LIMIT 10     ```     This query retrieves the names and industries of up to 10 Account records where the Industry is 'Technology'. 2. Relationships: SOQL allows querying relationships between objects. For example, querying data related to a parent object through its child objects, or vice versa. 3. Field Filtering: You can filter data based on specific criteria using WHERE clauses, similar to SQL. 4. Aggregate Functions...