Formula Field

Workflow Update

Case Process

Lightning Process Builder

Close Date

Amount

Probability

Forecast Category

Type

Create standard role hierarchies

Set organization-wide sharing defaults to public read/only.

Create criteria-based sharing rules.

Set organization-wide sharing defaults to private

Create different case record types for IT, HR and Customer Support. Assign different page layouts to
each record type by profile.

Create different case field sets for IT, HR and Customer Support. Assign different field sets by profile.

Create different case record types for IT, HR and Customer Support. Assign different page layouts to
each recordtype by role.

Create different case field sets for IT, HR and Customer Support. Assign different field sets by role.

Users with the “Manage Public Reports” permission can organize reports by creating custom report
folders and sending invitations to users to access them.

Users must have certain permissions to access public, hidden, or shared folder.

Users with the “Manage Public Reports” and “Create and Customize Reports” permissions can create
custom reports that all users can view.

Users that want to grant access to personal folders can manually share a personal folder with a user or
public group.

The global marketing public group and anyone abovethe owner in the role hierarchy

The record owner and the global marketing public group.

The global marketing public group, the record owner, and anyone above the owner in the role hierarchy.

The record owner and anyone above the owner in the rolehierarchy

Create aPartial Copy sandbox from a Partial Copy sandboxes environment.

Specify the object whose data should be replicated in a Partial Copy sandbox environment.

Specify the data range for data being replicated in a Partial Copy sandbox environment

Save atemplate for re-use when creating a Partial Copy sandbox environment.

Apex Triggers

Visualforce Pages

Validation Rules

ApexClasses