Approval Process in salesforce

Definition Approval Process

Salesforce approval process is an automated process and your organization can use to approve records in Salesforce, An approval process is combination of steps for a record to be approved and person has to approve it each step.A step can apply to all the records to that object or just record that meets the certain criteria. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.

Customizing the Page Layout lightning

 
Customizing the Page Layout

1. Add/Remove Fields
2. Add/Remove Buttons
3. Add/Remove Section
4. Add/Remove Blank Space
5. Add/Remove Related List
6. Customizing the Related List fields
7. Field Level Security
8. Add/Remove VF Pages
9. Add/Remove Links
10. Add/Remove Action

1.

Different between the standard field and custom field

Standard system generated field while creating object

     1. Created By
     2. Last Modified By
     3.Owner
     4.Name


Different Between custom field and Standard Field

S.No	Custom Fields	Standard Fields
1	Possibility to Change Label	yes
2	Possibility to change the API Name	No
3	Possibility to change the Data Type	No
4	Add Help Text	Yes
5	Add or Remove the picklist Value	Yes

Workflow

Workflow in salesforce lightning

Workflow Definition      

   

Workflows in Salesforce are a fantastic way to automate certain business processes. 

Setup -> Home ->Quick Find -> Workflow Rules.

1. Create a Workflow Rule

2.Select the object to which the workflow rule applies.
      Eg:Student__c

Rule Criteria
      Country is a picklist field and india is a value

      Country="India"

3. Salesforce will evaluate the rule when a record is: 

     1. Created

     2. Created, and every time it’s edited

     3. Created, and every time it’s edited to subsequently meet criteria. 

Workflow Action

Tasks
      Assign a new task to a Internal user, role, or record owner.

Email Alerts
     Send an email to specified email address on email field  or internal Users.

Field Update
   Updating the Fields (Either itself or parent object field only if it’s a mater details relationship) 

Outbound Messages
       Send an information to outside system (Via Web services)

 URL:
    https://requestbin.fullcontact.com/

     -> Need to enable remote site settings.

Data Loader in salesforce

Dataloader

1. Intallation Required (Native Salesforce -free)

Setup->Home->Quick find box search->Data Loader

2. Following operation we can perform using Data Loader

              Insert

                      insert some record excel into salesforce org

              Update

                      update the existing record(Required Record ID)

              Upsert

                   both insert and update (Insert no need id but update required ID)

              Export

                    Export record into salesforce

    ExportALL

         Export record into salesforce with recycle bin record as wel

    Delete

        delete into salesforce (Required ID)

3.It will show success and error file

4.We can insert upto 50 lacks record into salesforce using Data loader

5.The major advantage of this function is that it can insert up to 50,000 records at a time

6.We can loads data from comma-separted values(CSV)files
When exporting data it outputs CSV files

7.You can also apply filters criteria on the export operation to take any specific data from salesforce.

How to enable the security token

8.Go to Settings –> My Personal Information –> Reset My Security Token. 

Click Reset Security Token. 

The new security token is sent to the email address in your Salesforce personal settings.