Welcome to Supervity, the new home of Techforce.ai. Our rebranding better mirrors our purpose "to make the world more digitally inclusive, creative and productive using technology" click here

Skill Hub

Salesforce

Skill we have

Salesforce - Create a formula field In-App Walkthrough

<p>A formula field is a read-only field that allows one to perform calculations or generate values based on the data from other fields in a record. Formula fields can be used to automate data processing, enforce data consistency, and display calculated values without the need for manual data entry. &nbsp;</p>

Go to Skill

Salesforce - Create an Object In-App Walkthrough

<p>&nbsp;An "Object" refers to a fundamental data structure that stores and represents a specific type of information within the Salesforce platform. Objects are at the core of Salesforce's data model, allowing users to organize and manage data in a structured manner.&nbsp;</p>

Go to Skill

Salesforce - Create a field Dependency In-App Walkthrough

<p>&nbsp;Field dependency is a feature that allows one to create relationships between two fields on a custom object, where the values of one field determine the available options in another. This is often used to simplify data entry and ensure data consistency in records.&nbsp;</p>

Go to Skill

Salesforce - Create a Validation Rule In-App Walkthrough

<p>A validation rule is a powerful feature used to enforce data quality and consistency by defining specific criteria that must be met before a record is saved or updated. If the criteria specified in the validation rule are not met, will prevent the record from being saved or updated, displaying an error message to the user. &nbsp;</p>

Go to Skill

Salesforce - Create a Lookup Relationship In-App Walkthrough

<p>A &nbsp;"Lookup Relationship" is a type of relationship that you can establish between two objects (or entities) within the platform's data model. This relationship allows you to connect records from one object to records in another object, creating a link between them&nbsp;</p>

Go to Skill

Salesforce - Create a Roll-up Summary field In-App Walkthrough

<p>Roll-up summaries is a powerful feature used to calculate and display summary information from child records on a parent record. They are typically used in master-detail relationships and can help users quickly understand the aggregated data associated with a parent record.</p>

Go to Skill

Salesforce - Creating field using Schema Builder In-App Walkthrough

<p>Schema Builder is a visual tool that allows one to view and design the schema of one Salesforce objects and relationships. It provides a graphical representation of one data model, making it easier to understand and modify the structure of one Salesforce data. &nbsp;</p>

Go to Skill

Salesforce - Create a Custom Tab In-App Walkthrough

<p>Custom Tab refers to a user interface element that allows you to create custom navigation links to specific objects, web pages, or other resources within your Salesforce instance. These tabs are valuable for enhancing user experience and facilitating access to custom functionalities&nbsp;</p>

Go to Skill

Salesforce - Enabling Feed Tracking In-App Walkthrough

<p>Enabling Feed Tracking allows one to track changes to records in the system and display them in the Chatter feed. The Chatter feed provides a consolidated view of activities and updates related to a record. Enabling Feed Tracking is particularly useful for collaboration and staying informed about changes to important records&nbsp;</p>

Go to Skill

Salesforce - Create a Picklist Field In-App Walkthrough

<p>&nbsp;"Picklist Field" is a data type used to create a drop-down list of predefined values within a record. These values are typically used to capture categorical or structured data in a standardized manner.&nbsp;</p>

Go to Skill

Salesforce - Create a Multi-Select Picklist Field In-App Walkthrough

<p>A Multi-Select picklist is a type of custom field that allows users to select multiple values from a predefined list of options. Multi-select picklists are often used when one wants to capture multiple related values for a single field, and they are frequently employed to simplify data entry and data consistency.&nbsp;</p>

Go to Skill

Salesforce - Admin Module - Create a Global Picklist value Set In-App Walkthrough

<p>A global picklist is a list of values that is defined and maintained at a global level in one's Salesforce organization. &nbsp;Instead of defining the same picklist values separately for each field or object, you define them once in a global picklist and then use this global picklist in multiple places. <br> </p>

Go to Skill

Salesforce - Create a Field In-App Walkthrough

<p>In Salesforce, a "field" refers to a specific piece of information or data attribute associated with a record. These fields are fundamental building blocks in the platform and are used to store various types of data, including text, numbers, dates, and more.&nbsp;</p>

Go to Skill

Salesforce - Converting master detail to lookup In-App Walkthrough

<p>Converting a Master-Detail relationship into a Lookup relationship involves changing the type of relationship between two objects. <br> </p>

Go to Skill

Salesforce - Create a Currency Field In-App Walkthrough

<p>Currency &nbsp;field is a data type used to manage and represent monetary values within the platform. It plays a significant role in various aspects of the Salesforce ecosystem, particularly in the context of sales, finance, and reporting.&nbsp;</p>

Go to Skill

Salesforce - Create a Master Detail Relationship Field In-App Walkthrough

<p>In Salesforce, a master-detail relationship is a type of relationship between two objects where one object is the "master" and the other is the "detail." This relationship is used to connect objects in a parent-child or one-to-many relationship, and it has several implications for data modeling, security, and functionality.&nbsp;</p>

Go to Skill