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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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Reporting snapshot


Reporting or Analytics Snapshot allows us to build trend reports that are based upon historical data. We can either use a tabular or summary report to create a reporting snapshot. The column from the report is mapped to the fields in the custom object. Let's start with a business use case.

Say David Guzman is working as a System Administrator at Universal Containers. He has created a summary report called Accounts without Contacts. He has received a requirement to build a monthly historical trend report based upon the Accounts with Order and Activities summary report to check data improvement. Perform the following steps to solve the preceding business requirement:

  1. We already have a summary report build, that is, Accounts without Contacts.

  2. Create a custom object named Account HB (HB stands for historical backup).

  3. Create a few custom fields in the Account HB custom object, Account Name, Type, and Billing City with the data type text.

  4. Go to Setup (gear icon) | Setup | PLATFORM...

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