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Approval process in Salesforce

Posted On 27 January 2018 By MicroPyramid

As we know there will be role hierarchy in many organizations and permissions are assigned according to their roles. So, When a record or data is updated or inserted then automatically it should be approved by some assigned user. To do this In salesforce, we use Approval process method to automate the functionality.

How to set up outbound messaging in salesforce

Posted On 10 January 2018 By MicroPyramid

When you want to send information from Salesforce organization to any third party external service, Outbound messaging is used in Salesforce. It is a part of workflow rule, like whenever an action is triggered and an Outbound message is defined for that particular action, then the information will be delivered to external service as specified.

How to use Data loader in Salesforce

Posted On 29 December 2017 By MicroPyramid

In any business importing and exporting of data is very important. Only to some extent, we can enter the data manually in the fields of any organization, So when there is a requirement for bulk upload of data, there are many tools available. In Salesforce, we use Data loader to export or import bulk data into the organization.

How to create Master-detail relationship in Salesforce?

Posted On 22 December 2017 By MicroPyramid

In Salesforce, relationships are used to create a link between objects. Whenever user clicks on particular object they can view its data and related data of that object. There are many relationships in salesforce, one among them is Master(parent)-detail(child) relationship.

How to send email to a public group in Salesforce

Posted On 18 December 2017 By MicroPyramid

In Salesforce it is quite difficult to send email to users individually when there are many. So, upon creating public groups with required users working on a particular project or something else. We can send emails to required particular users using public groups.

Field Update Workflow in Salesforce

Posted On 30 November 2017 By MicroPyramid

In Salesforce, field update is used to change or update field records. This can be done by a creating field update actions and associating them with workflow rules, approval processes or entitlement processes.

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