What Is Junction Object In Salesforce?

Junction objects are used for creating many-to-many relationships in Salesforce. Salesforce by default supports one-to-many relationships. These are the Master-Detail, the Lookup and the External Lookup relationships. They are defined from the many-to one side, meaning from a child to a parent. (more…)

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What Is Developer Pro Sandbox In Salesforce?

The Developer Pro sandbox in Salesforce is one of the sandboxes organizations can use from the software. The main purpose for this type is to handle more quality assurance and development tasks. The feature is also used for user training and integration testing. In Salesforce, operations performed in sandboxes are isolated from the production org. (more…)

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How to Set Up Contact Roles in Salesforce

Salesforce comes with multiple user features, one of which is called Contact Roles. This simply organizes the members of the organization within the system so that every member knows who holds what role and who needs to be contacted should a particular need for assistance arises. It also informs organizational members of the best time to contact any point person. (more…)

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How to Create an Indirect Lookup Relationship in Salesforce

In the Salesforce Connect system, there is a new feature that users will gain access to and it’s called Indirect Lookup Relationship. What you have here is a field type that can be used to connect custom or standard objects to external ones. You can consider it as an improved version of regular lookup relationships as the latter can only connect standard with custom objects. (more…)

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How to Assign Data Category for Articles in Salesforce

There are different zones in Salesforce and one of them pertains to Articles. Zones refer to content collections and in this system, you can easily organize them for better tracking and accessibility. Did you know that you can classify articles and other knowledge components by following a few simple steps? What results are efficient and easy-to-navigate drop-down menus across the board. (more…)

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How to Assign Data Category for Answers in Salesforce

Organization is quite easy when it comes to Salesforce. For example, there’s a data assignment function for answers that you can look into. Basically, you start with a category, create sub-categories, then assign questions under these. Here’s a sample series: Product > Features > Questions > Answers. (more…)

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