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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience 2. Security Settings in Salesforce FREE CHAPTER 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

A few points to remember

  1. We can create a dashboard from a matrix or summary report.
  2. A maximum of 2,000 rows will be displayed in a report. To view all the rows, export the report to Excel or use the printable view for tabular and summary reports. For joined reports, export is not available, and printable view will display a maximum of 20,000 rows.
  3. In the report builder, up to 20 rows for summary and matrix reports and 50 rows for tabular reports will be displayed.
  4. We can have up to 20 field filters in a report.
  5. By default, reports time out after 10 minutes. You can contact Salesforce.com support to extend the timeout limit to 20 minutes for tabular, summary, and matrix reports, but no extension is possible for joined reports. It will continue to time out after every 10 minutes.
  6. The maximum number of source report columns you can map to target fields is 100.
  7. A reporting snapshot will fail during a scheduled run if the source report includes more than 100 fields.
  8. A reporting snapshot will fail during...
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