Duplicate Management

[Khandagale-Saurabh]

matching rules define on which field you have to compare duplicates records eg:roll,mail id Duplicate rule : it tells that what to do if duplicate found either to give alert or block:

you can compare a duplicate of student object=> mail id with school=> mail.id

eg: if student mail id not same inserted: so I will go to duplicate management then create compare object student with student and in matching rule I will create new rule that check mail it ->exact match ;

[Khandagale-Saurabh]

Activity :object manager => track activy manager tick/ or not

[Khandagale-Saurabh]

Set filed values to track history: as name suggest to view this we go to page layout related list then add the history tracking to page layout then it will show salary new value and old value

[Khandagale-Saurabh]

we crete custom domain and assign to user from this domain link user can login .

[Khandagale-Saurabh]

appexchange is like playstore from where you can download new app

[Khandagale-Saurabh]

Q] create console app=> Quick Search => app=>console App Q] Sales vs Sales console Sales: it have Standard navigation tab ,yes we can change this tab. Sales console : it is use when we want to open a related record:eg=>Saurabh as account name=> related opportunity=> reted contacts etc in one page

Q] Service vs service console Service: it show standard object one at one time Sev Console: Show more than one tab in single Screen

[Khandagale-Saurabh]

The Setup Audit Trail feature in Salesforce enables you to closely track changes made to your organization. It records all modifications concerning the administration, customization, security, sharing, data management, development, and more of your Salesforce organization

[Khandagale-Saurabh]

can we use permission in validation rule? yes we have to use $permission.NAME_OF_PERmission in validation rule

[Khandagale-Saurabh]

How will you show related record in salesforces [Parent Child ] Ans: 2 ways 1] Compact layout 2] I will go to edit page select the related record option

[Khandagale-Saurabh]

Assigmnet is use with lead ,case => only one rule will active at time esclation is only with cases => only one rule will active at a time

Case assignment - Set of rules defined to assign a newly created case to a particular user or a group =>

Case escalation - Set of rules defined to escalate the case to take appropriate action. For example, the case owner has to take any action within 2 days of case creation. We create an escalation rule for this scenario