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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

By : Gupta
3.1 (8)
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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

3.1 (8)
By: Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (13 chapters)
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A few points to remember


  1. If you want to look at the relationships between contacts and accounts, create a custom report type.

  2. Custom price books must be active in order to add their products to opportunities or quotes

  3. While creating an opportunity, you can select products only from a single price book.

  4. When a product or a price book is deleted, all the related price book entries are also deleted.

  5. The price books cannot be deleted if they are associated with the approval process or have a pending workflow action.

  6. The Forecasting tab is hidden by default in Developer Edition org.

  7. Use the data loader or API to upload quotas for your users if you are using collaborative forecast.

  8. Customizable forecasting allows you to enter quotas via the user details page.

  9. The maximum number of records the recycle bin can store is 25 times your Salesforce storage capacity in MBs.

  10. By default, you can capture up to 500 web-to-leads per day from your website. To increase the limit, you may reach out to Salesforce support...

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