감자캐는 블로그

세일즈포스 Create Custom Buttons and Links 사용자 정의 버튼 및 링크 만들기 What Can Custom Buttons and Links Do? Custom links can link to an external URL, such as www.google.com, a Visualforce page, or your company’s intranet. Custom links는 외부 URL에 연결할 수 있습니다 Custom buttons can connect users to external applications, such as web pages, and launch custom links. You can choose the display window properties that det..

Customize Record Details with Page Layouts 페이지 레이아웃으로 레코드 세부 사항 사용자 정의 https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_page_layouts Lightning Experience 사용자 정의 코드 작성없이 Lightning Experience 사용자 인터페이스 사용자 정의 trailhead.salesforce.com You can customize and personalize many things on a given object record page using page layouts. There are two ways to custom..

https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_compact_layouts?trail_id=force_com_admin_beginner Lightning Experience 사용자 정의 코드 작성없이 Lightning Experience 사용자 인터페이스 사용자 정의 trailhead.salesforce.com 만드는 방법 만들기 소형 레이아웃으로 레코드 하이라이트 사용자 정의 First, find and open the compact layouts node in Setup for Energy Audit. From Setup, click Object Manager. Click Energy ..

Create a Custom List View Lance Park, one of Ursa Major Solar’s sales reps, wants to see a list of opportunities that are in the late stages of negotiation or have high probability to close, or both. Step into Lance’s shoes and make that happen. Use the App Launcher to open the Sales app Create an Opportunity list view: List Name: High Probability Opportunities List API Name: High_Probability_Op..

[Admin Beginner] Lightning Experience Customization What Is a Lightning App? Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo Lightning apps can be animated GIFs Each Lightning app has a navigation bar at the top of the page, letting your users: F..

https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_custom_objects?trail_id=force_com_admin_beginner Create a Custom Object → From the Object Manager in Setup, click Create | Custom Object. In the Search Status section, select Allow Search. Select Launch New Custom Tab Wizard after saving this custom object. Create a Custom Object Tab 내 과제 Create a Custom O..

Data Management 데이터 관리 Salesforce에서 데이터를 가져오고 내보내는 방법을 알아보세요. trailhead.salesforce.com Module Data Management Learn how to import and export data in Salesforce. 1. Import data Supported data sources include any program that can save data in the comma delimited text format (.csv). CSV : 몇 가지 필드를 쉼표(,)로 구분한 텍스트 데이터 및 텍스트 파일 . Data Import Wizard lets you import data in common standard objects, such..

1. Understand Custom & Standard Objects fter completing this unit, you’ll be able to: Describe the perks of using objects on the Salesforce platform. Explain the difference between standard objects and custom objects. List the types of custom fields an object can have. In Salesforce, we think about database tables as objects , we think about columns as fields , and rows as records . Get to Know ..

자격증을 대비하려면 한국어보다는 영어로 보는게 좋다고 해주셨다. 그래서 영어페이지랑 한국어페이지 동시에 켜놓고 이해안되는 것은 한국어페이지 보고 이해하는 방식으로 공부하고 있다. 1. Get Started with the Salesforce Platform Salesforce is just a CRM? → NO! Install the DreamHouse App Salesforce Platform Basics > Discover Use Cases for the Platform You need to:So we give you: Sell to prospects and customers Leads and Opportunities to manage sales Help customers after the sale ..