You need to purchase Salesforce Backup to be able to assign the Backup and Restore User Permission Set License and utilize the app. The Salesforce Backup app is a managed package that you can install in your Salesforce org and set up in as little as 10 minutes! The first step is assigning the necessary
Salesforce Forms: Essential for Effective Data Management Salesforce Forms play a crucial role in managing data within Salesforce, enabling users to create, edit, and update lead, account, and contact records seamlessly. These forms serve both external customers and internal employees. Customer-facing forms, such as Salesforce Web-to-Lead Forms, can be embedded directly into your company’s website,
Here is a helpful glossary of Salesforce acronyms for General Data Management and Security you will hear. Acronym Meaning Defintion 2FA Two-factor Authentication Also an extra layer of security that proves a user trying to login to Salesforce is who they say they are. You will have seen this in action when creating/updating your password,
A person object in Salesforce consolidates information about individual people by merging specific account and contact fields into a single record. A Person Account is not an independent object. It possesses object features such as page layouts, compact layouts, and record types. In Salesforce, Person accounts store details about individual people, differentiating them from contacts
What is a duplicate checker in Salesforce? Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and duplicate jobs specify matching rules that determine how duplicates are identified. Duplicate sets and reports list the duplicates found. Some tools for checking and catching duplicate Salesforce records include: Duplicate Check is
What is a Salesforce Big Object? In the realm of Salesforce data management, alongside standard objects, custom objects, and external objects, Salesforce Big Objects play a crucial role when dealing with extensive datasets. These specialized objects are designed to efficiently handle and store billions of records while maintaining high performance levels. A Salesforce Big Object
