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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 FREE CHAPTER 2. Security Settings in Salesforce 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

Chapter 4. Extending Salesforce with Custom Objects and Applications

In the previous chapters, we had discussed about the various concepts of data security and data sharing in Salesforce. We discussed about an organization-wide default, sharing settings, territory management, and field level security in Salesforce. We also discussed about standard and custom objects and fields. In this chapter, we will describe in detail how we can customize the user interfaces, such as objects, fields, and page layouts. In addition to this, we will look at the methods to configure and customize the application to suit the way your company information can be best represented. We will also cover, the way you can establish relationships between objects, create formula fields, and so on. Finally, we will see the key features to improve the data quality in Salesforce. The following topics will be covered in this chapter:

  • Creating custom objects
  • Creating custom fields
  • Creating custom tabs
  • Creating Lightning...
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