In this lesson, we look at the Data Protection and Privacy page in Salesforce. Once you select to make data protection details available in records, this adds the Individual field to Leads, Contacts and Person Accounts. You will need to update their respective Page Layouts for the Individual lookup field to show on each.
We also look at the relationship between these objects and Individual via the Schema Builder.
In this lesson, we discuss the Rename Tabs and Labels functionality of Salesforce. You will find some Salesforce orgs change the names of standard objects to other things. Visiting this feature of Salesforce will help you learn the lingo that is particular to the organization that you are working...
In this lesson, I discuss the various places to look in order to find automations that have been set up in an org. We address Workflow Rules, Processes, Approval Processes, Flows, and Apex Triggers. We also look at the Time-Based Workflow queue.
In this lesson, I discuss how you can leverage the Critical Updates page to learn the history of a Salesforce org. You can also identify potential problems looming in the future for an org and proactively plan around and avoid those.
