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W H I T E PA P ER Replicating Salesforce.com Data for Operational Reporting and ComplianceThis document contains Confidential, Proprietary and Trade Secret Information (Confidential Information) of

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How to fill out replicating salesforce

01

Step 1: Log in to your Salesforce account

02

Step 2: Go to the Salesforce object that you want to replicate

03

Step 3: Click on the 'Setup' option from the top right corner

04

Step 4: In the left sidebar, under 'Platform Tools', click on 'Objects and Fields'

05

Step 5: Find and select the object you want to replicate

06

Step 6: Scroll down to the 'Custom Fields & Relationships' section

07

Step 7: Click on the 'New' button to create a new custom field

08

Step 8: Fill out the necessary details for the custom field

09

Step 9: Save the changes and repeat the process for other custom fields if needed

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Step 10: Once all the custom fields are created, go back to the object setup page

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Step 11: Click on the 'Clone' button to replicate the Salesforce object

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Step 12: Fill out the required details for the replicated object

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Step 13: Save the changes and your Salesforce object is now replicated

Who needs replicating salesforce?

01

Companies or organizations using Salesforce CRM

02

Salesforce administrators and developers

03

Businesses dealing with large amounts of data

04

Companies with complex sales processes

05

Organizations that require data replication for backup or reporting purposes

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What is replicating salesforce?

Replicating Salesforce is the process of duplicating or copying data from Salesforce to another system for various purposes such as backup, reporting, or data integration.

Who is required to file replicating salesforce?

Organizations using Salesforce and implementing data replication for their business operations are required to file replicating Salesforce.

How to fill out replicating salesforce?

To fill out replicating Salesforce, organizations need to follow the specific steps provided by Salesforce or the data replication tool they are using.

What is the purpose of replicating salesforce?

The purpose of replicating Salesforce is to ensure data availability, enhance reporting capabilities, and support integration with other systems.

What information must be reported on replicating salesforce?

The information reported on replicating Salesforce includes data replication schedule, target system details, data mapping, and any transformations applied.

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