Chapter 7. Concepts of Data Management
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
