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Salesforce Essentials for Administrators

You're reading from   Salesforce Essentials for Administrators Discover the administration fundamentals and challenges of Salesforce CRM

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Product type Paperback
Published in Oct 2014
Publisher
ISBN-13 9781784398071
Length 158 pages
Edition 1st Edition
Concepts
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Author (1):
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Mohit Shrivatsava Mohit Shrivatsava
Author Profile Icon Mohit Shrivatsava
Mohit Shrivatsava
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Table of Contents (9) Chapters Close

Preface 1. User Management and User Profiling FREE CHAPTER 2. Configuring Salesforce 3. Reports and Dashboards 4. Record-level Access, Security, and Audit Features 5. Session Management, Data Loader, and Data Loading Best Practices 6. Troubleshooting Common Problems 7. An Overview of Sales and Service Cloud Index

Chapter 2. Configuring Salesforce

The aim of this chapter is to explain how to approach data modeling in Salesforce and how to map your business rules with the help of some out-of-the-box components provided by Salesforce (through simple clicks). The chapter will explain how some of the form validations can be written with the help of simple validation rules of the Salesforce platform. We will take a look at the configuration components provided out of the box by the platform, which includes page layouts, e-mail templates, workflows, approval processes, formulae, and record types. By the end of the chapter, you will be familiar with building an application using point and clicks.

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