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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Using the Object Manager tab

The Object Manager section allows you to manage customization settings related to standard and custom objects. Standard objects include the objects we covered earlier in this book in Section 1, Salesforce for Sales, Marketing, and Customer Relationship Management.

Custom objects are any new objects you create to support your business process. You can see all of the listed objects in the following screenshot:

Graphical user interface, text, application, email  Description automatically generated

Figure 9.12: Objects listed in the Object Manager

As you can see in the preceding screenshot, both standard and custom objects are included.

In the following screenshot, you can see the options available when clicking on one of these objects:

Graphical user interface, text, application  Description automatically generated

Figure 9.13: Options available in the Object Manager for a selected object

There are 12 subsections that relate to our example, the standard Account object. Let’s take a look at the options here:

  • Details: This subsection shows you the details of an object, such...
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