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Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Goodey
3.6 (9)
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Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM - The Definitive Admin Handbook

3.6 (9)
By: Paul Goodey GP, Goodey

Overview of this book

Salesforce’s winter ’19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform. This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You’ll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it’ll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you’ll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You’ll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM.
Table of Contents (19 chapters)
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Free Chapter
1
Section 1: Getting Started with Salesforce CRM
5
Section 2: Managing Data in Salesforce
9
Section 3: Business Processes, Cloud Development, and Lightning Experience
16
Section 4: Salesforce CRM Certification

Creating custom objects

Custom objects are similar in nature to database tables and provide the data structure and storage to save data records that are specific to your enterprise in Salesforce. You can use custom objects to extend Salesforce's functionality or to build new application functionality.

At the time of writing, you can create up to 200 custom objects in the Enterprise Edition and 2,000 in the Unlimited Edition.

Once you have created a custom object, you can create associated entities for users to interact with the custom object, such as the following examples:

  • Custom tabs
  • Custom related lists
  • Reports
  • Dashboards

The following steps describe how you can create a custom object:

  1. Navigate to Setup | Create | Objects
  2. Click on the New Custom Object button

The Custom Object Information definition screen appears, which allows you to enter the details for the custom...

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