All about Junction Object in Salesforce

No single data in Salesforce is virtually alone. Vast amounts of data in your Salesforce platform are often interrelated business concepts, and can be linked together by several connected objects. Relationships are then built among these connected objects in order for them to perform their best job in keeping data available and updated for all your business needs.

You can create three main relationship types in Salesforce. Among these relationships is the Many-to-Many Relationship. To facilitate the creation of such a relationship, junction objects are needed to link two interrelated objects together. (more…)

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What Is Forecast Category in Salesforce

You can keep track of your business’s sales cycle by using a Salesforce tool known as Forecasting. This feature helps you predict how well your sales plans will go based on available Opportunities. How well your Opportunities go depends on several factors, including forecast categories.

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What Is Half Life in Salesforce

Salesforce Ideas is a great platform for sharing thoughts that turn into useful innovations. Org members can freely express their ideas, discuss on each idea, vote on ideas they think are worthy, and work with other org members collaboratively to achieve success. Ideas is a transparent community that speaks for itself and brings abundant learnings and growth to its members.

Community members are free to post ideas that they think are relevant to their business. But sometimes, certain ideas that were once fresh and relevant become relatively obsolete as time goes by. To prevent the build-up of obsolete ideas on the platform, Salesforce came up with a feature called half-life. (more…)

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What Is File Owner in Salesforce?

A file created by a user in Salesforce is deemed owned by that user. It is privately owned by him unless he changes the permission setting or shares that file with other users. File sharing setting options are “privately shared” or “your company”. Shared files can be made private again. (more…)

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How to Use Highlights Panel in Salesforce

You can configure highlights panels for a console in the Salesforce software. Highlight panels are tables that are customizable.  Tables consist of, at the most, four columns. Configuring the tables allow users easy views of key information. Configuring the panels only requires editing of a page’s layout. (more…)

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