The basics of Salesforce configuration
Across the Salesforce ecosystem, there are tens of thousands of possible configuration changes. This chapter will not attempt to explain all of these changes. Rather, the intent is to show the different ways ChatGPT can be used to understand and make configuration changes. All configuration changes will be addressed through Salesforce admin screens, with a smaller number also performed by editing Salesforce XML.
Here is a list of five common configuration changes that administrators and developers often make to Salesforce to tailor the platform according to specific business needs:
- Creating custom fields and objects: To capture unique data requirements, administrators and developers create custom fields within standard objects or even design entirely new custom objects.
- Setting up validation rules: Validation rules are used to ensure data integrity by defining specific criteria that must be met before a record can be saved. ...