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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

Improving the data quality


In order to make your data valid and healthy when entered by the user, it is very important that you must impose some constraints over the values being entered by the user in the system so that the user must not enter any junk values or values that don't meet your business requirement. To enforce data quality, you can use the following option:

  1. Validation rules: Use a validation rule to conditionally require fields. You can also ensure proper data format, for example, ZIP code must be of five digits or the date of birth must be greater than 01/01/1990.

  2. Unique fields: Use a unique field to make a record unique, based on some fields. For example, in the registration object, make the e-mail field unique so that you don't have two records with the same e-mail address:

  3. Picklist and dependent picklist fields: Use picklist and dependent fields to force users to enter a permission value.

  4. Custom lookup fields and lookup filters: Use lookup fields and lookup filters to...

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