IntroductionYou come across various types of data from product names and numbers to customer names and account numbers. The information collected and how it is handled can vary from project to project or company to company. Additionally, if there are integrated systems in place, the complexity increases. In this post, we won't discuss how you should handle sensitive information such as personal ..

개요업무를 하시다보면 여러 유형의 데이터들을 보실겁니다. 단순 상품 이름, 상품 번호부터해서 고객 이름, 고객 계좌번호 등이 있겠죠. 프로젝트나 회사마다 수집하는 정보도 다르고 어떻게 취급하는지는 조금씩 다를겁니다. 또한, 연계 시스템이 존재한다면 더 복잡해집니다. 이번 포스트에서는 개인정보 등 민감한 정보를 어떻게 다루어야 하는지를 얘기하지 않습니다. 다만, 민감한 정보가 있다면 세일즈포에서 이렇게 처리할 수 있구나 정도만 알려드리고자 합니다. 암호화 필드 혹은 보안 필드암호화 필드 생성을 통해 보호해야 할 데이터를 유저들로부터 보호할 수 있게 됩니다. 암호화 필드를 생성하게 되면 값이 있으면 '마스킹' 처리가 됩니다. 마스킹 된 값을 보기 위해서 특정 유저에게만 View Encrypted Data p..

IntroductionWhile performing admin tasks, you may have considered how to notify a responsible person or a specific individual. There are various ways to send notifications, such as when an administrator assigns a task to an employee, or when a specific type of record is created, triggering a notification to the administrator. In today's post, let's explore how to accomplish this.  Our Scenario"W..

IntroductionYou may not have heard the term 'Dynamic Form' often. When discussing configuring pages, we usually think of page layout, not Dynamic Forms. I even did not know about this well until recently. Through today's learning, you might be able to advance towards a more advanced admin. What are Dynamic Forms?The screen layout is typically composed through page layouts. If you have different ..

IntroductionToday's topic is Page Layouts. Page Layouts constitute the configuration of how a particular object is presented on the screen. It involves decidingwhich fields to expose and whether to set them as read-only or required.Features of Page LayoutsScreen composition is achieved through simple drag-and-drop operations.When creating a custom object, a default layout is automatically genera..