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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook Build, configure, and customize Salesforce CRM and mobile solutions

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Product type Paperback
Published in Apr 2019
Publisher Packt
ISBN-13 9781789619782
Length 782 pages
Edition 5th Edition
Languages
Concepts
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Authors (2):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
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Toc

Table of Contents (19) Chapters Close

Preface 1. Section 1: Getting Started with Salesforce CRM FREE CHAPTER
2. Setting Up Salesforce CRM and the Company Profile 3. Managing Users and Controlling System Access 4. Configuring Objects and Apps 5. Section 2: Managing Data in Salesforce
6. Securing Access to Data and Data Validation 7. Managing Data in Salesforce CRM 8. Generating Data Analytics with Reports and Dashboards 9. Section 3: Business Processes, Cloud Development, and Lightning Experience
10. Implementing Business Processes in Salesforce CRM 11. Core Business Functionality in Salesforce CRM 12. Extending and Enhancing Salesforce CRM 13. Administrating the Mobile Features of Salesforce CRM 14. Lightning Experience 15. Einstein Analytics 16. Section 4: Salesforce CRM Certification
17. Studying for the Certified Administrator Exam 18. Other Books You May Enjoy

Custom settings

Similar in nature to a database table and object containing record data, in Salesforce CRM, custom settings can be thought of as a database table that contains configuration data.

There are two types of custom settings—there is the List type and there is the Hierarchy type. Both types are traditionally referenced from code to allow developers to create settings data, which is cached within the application.

List custom settings are referenced in code only and allow developers to store and access a reusable set of static data at the organization level.

Hierarchy custom settings are referenced in the code and can also be referenced within the declarative setup, such as formula fields, validation rules (covered in Chapter 5, Managing Data in Salesforce CRM), and Process Builder and Workflow Rules (covered in Chapter 7, Implementing Business Processes in Salesforce...

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