Mastering Salesforce: Step by Step

Core Platform & Fundamentals Module map MODULE 1 root: 'Who can do what, on which objects/fields?' ├─ Setup vs non-setup (transaction rules) ├─ Profile + Perm Sets + PSG (access = union) ├─ Licensing (the ceiling) ├─ CRUD/FLS (objects & fields) └─ Reports/Dashboards (who sees what data) 1.1 Setup vs Non-Setup Objects (Mixed DML) 💬 In plain words:   Salesforce keeps 'admin' records (like User, Group) and 'business' records (like Account, Case) in two separate rooms. One transaction cannot write to both rooms at once — that error is Mixed DML. The fix: do the second write in a separate async step. Concept

Introduction: Salesforce is a powerful customer relationship management (CRM) platform that allows businesses to manage their sales, marketing, and customer support processes efficiently. One of the key aspects of Salesforce's flexibility is its ability to store and manage data using objects. Objects are the building blocks of Salesforce, and they can be broadly classified into two categories: setup objects and non-setup objects. In this blog post, we will explore the differences between setup and non-setup objects, their unique characteristics, and how they can be effectively utilized in Salesforce. 1. Understanding Setup Objects: Setup objects, also known as metadata objects, are predefined objects that control the configuration and behavior of your Salesforce organization. These objects are responsible for defining the structure and settings that affect the overall functionality of the CRM system. Some commonly used setup objects include: User : Represents individual users ...