In the previous chapter, we discussed various ways to automate your business. We discussed the workflow rule and the approval process in Salesforce. We also discussed time-based workflow and a way to monitor a time-based workflows queue. In this chapter, we will discuss various concepts related to data management in Salesforce. We will also discuss creating Sandbox and Tags concepts in Salesforce. The following topics will be covered in this chapter:
Salesforce Record IDs
Data management operations
Various tools used for data management
Truncating custom objects
Sandboxes
Deleting all data
Data export service
Getting storage usage details
Mass transfer approval requests
Mass transfer records
Mass delete records
Mass reassign accounts and the opportunity team
Uses of Tags