- What records should be kept?
- How do I create multiple records in Salesforce?
- What are the types of records?
- HOW DO I GET REST API data from Salesforce?
- Can we convert master detail to lookup in Salesforce?
- How do I create a flow in Salesforce lightning?
- What are Salesforce record types?
- How do I enable record type in Salesforce?
- What are the three types of Object Relations in Salesforce?
- Can you change record type in Salesforce?
- How do you create a record type?
- What Are Records?
- How do I find record type in Salesforce?
- How do I change the opportunity record type in Salesforce?
- How many relationship types are in Salesforce?
- What is many to many relationship in Salesforce?
- What are the three main types of records in care?
What records should be kept?
How long should you keep documents?Store permanently: tax returns, major financial records.
Store 3–7 years: supporting tax documentation.
Store 1 year: regular statements, pay stubs.
Keep for 1 month: utility bills, deposits and withdrawal records.
Safeguard your information.
Guard your financial accounts.More items….
How do I create multiple records in Salesforce?
To create multiple records, you must use the values from a record collection variable. Earlier in the flow, populate the record collection variable with the new records’ field values. When you use a record collection variable to create multiple records at once, you reduce the number of DML requests in your flow.
What are the types of records?
Types of recordsCorrespondence records. Correspondence records may be created inside the office or may be received from outside the office. … Accounting records. The records relating to financial transactions are known as financial records. … Legal records. … Personnel records. … Progress records. … Miscellaneous records.
HOW DO I GET REST API data from Salesforce?
Salesforce REST API supports JSON and XML.Step 1: Setting up OAuth 2.0. Before we can access any Salesforce data we will have to authenticate ourselves using OAuth 2.0. … Step 2: Logging In. To access data on Salesforce we need to authorize ourselves using an access token.
Can we convert master detail to lookup in Salesforce?
You can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object. … You can convert a lookup relationship to a master-detail relationship if the lookup field in all the records contains a value.
How do I create a flow in Salesforce lightning?
Open Flow Builder: From Setup, enter Flows in the Quick Find box, select Flows, and then click New Flow.Select the flow type, and click Create.Drag the elements you want to use onto the canvas.Connect the elements to determine the order in which they’re executed at run time. … Save your flow.
What are Salesforce record types?
According to Salesforce documentation: “Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
How do I enable record type in Salesforce?
For opportunity, case, lead, and solution record types, select a business process to associate with the record type. Enter a description. Select Active to activate the record type. Select Make Available next to a profile to make the record type available to users with that profile.
What are the three types of Object Relations in Salesforce?
Salesforce provides the following types of relationships that can be established among objects:Master-detail relationship.Lookup relationship.Self-relationship.External lookup relationship.Indirect lookup relationship.Many-to-many relationship (junction object)Hierarchical relationship.
Can you change record type in Salesforce?
From the UI, you can change an account’s record type from a business account to a business account or from a person account to a person account.
How do you create a record type?
Create a Record TypeClick Setup | Customize | Accounts | Record Types.Click New to create a new record type.Choose a master record if you want to duplicate the values of a similar record type, otherwise, this can be left blank.Give the record type field a name by filling in the Record Type Label field.More items…•
What Are Records?
A record is any document (paper or electronic) created or received by offices or employees that allows them to conduct business. This definition includes, but is not limited to: correspondence. forms. reports.
How do I find record type in Salesforce?
Salesforce General There are two ways to find them: Go to the Record Type (Setup> Customize> (object)> Record Types). Click on the record type. Find the Record Type ID in the URL between id= and &type.
How do I change the opportunity record type in Salesforce?
Currently, the only way you can edit the Opportunity Record Type of an existing opportunity is to switch back to Classic, open the opportunity, and click ‘change’ next to the Opportunity Record Type field.
How many relationship types are in Salesforce?
Each custom object can have up to two master-detail relationships and up to 25 total relationships. The Related To entry can’t be changed after you save the relationship. A profile or a permission set can have an entity, such as Account, with a master-detail relationship.
What is many to many relationship in Salesforce?
A many-to-many relationship allows each record of one object to be linked to multiple records from another object and vice versa.
What are the three main types of records in care?
Components of a patient’s records include:Medical records.Nursing records/progress notes.Medication charts.Laboratory orders and reports.Vital signs observation charts.Handover sheets and admission.Discharge and transfer checklists/ letters.Patient’s assessment forms, such as nutrition or pressure area care assessment.