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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

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.

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