Core Features
Custom Objects/Fields creation
Apart from the Standard objects Salesforce allows us to create Custom objects and also the Custom fields. Based on the needs of the business we can create the Custom objects and the Custom fields. Custom fields can be created using the predefined data types which is available in the Salesforce.
User Management
User account can be created to provide access to the various Apps and Menus in the Salesforce. We can define and create Roles and Profiles and assign the users to the specific Roles and Profiles. Using the Roles and Profiles to control what the user can do and see in Salesforce.
Data Security Model
The data in Salesforce are managed in a secured way by utilizing the various components/features available in salesforce like profiles, roles, permission sets, sharing settings, field level security, etc.
Validation Rules
Validation rules determine whether the data entered into Salesforce is valid or not for a specific record.
Import & Export Data
Import and export the data from the salesforce can be performed by using the Salesforce Data loader tool which was provided by the salesforce. Using this tool we can perform bulk CRUD operations.
Reports & Dashboards
Creating a report is very easy in Salesforce. Using the Drag and drop option we can create a reports using the various templates which was provided by the Salesforce. Below are the different type of reports are available.
- Matrix report
- Summary report
- Tabular report
- Joint report
Dashboard is used to display the data in the pictorial representation. Using the dashboard builder the user can easily create the charts, pie charts.
Core Features
DataExport
Validation Rule
Reports
