Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Mastering Salesforce CRM Administration
  • Toc
  • feedback
Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

By : Gupta
3.1 (8)
close
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)
close

A few points to remember


  1. Entitlements don't automatically apply to cases that are created using web-to-case, email-to-case, or communities. However, you can add entitlements to these features using Apex code.

  2. Create a new version if you want to update an entitlement process.

  3. Entitlement management is available for the case and work order object.

  4. Entitlements don't automatically apply to cases created via web-to-case, email-to-case, or communities. If you want to apply entitlement automatically, then consider using Apex or Process Builder.

  5. After you enable Lightning Knowledge, you can't disable it. Currently, it doesn't support multiple language translations.

  6. You can have only one article type when enabling Lightning Knowledge.

  7. By default, you can create a maximum of five category groups and three active category groups. Contact Salesforce to request additional category groups.

bookmark search playlist font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete