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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

Summary


In this chapter, we went through various ways to manage our data in Salesforce. At the beginning of the chapter, we discussed different types of IDs in Salesforce. Then, we moved on and discussed various data management tools provided by Salesforce. We also went through the ways to create a Sandbox for an organization. In the next topic, we covered deleting all data and mass transfer approval requests. We also discussed how to mass transfer the ownership of a record to another user. Finally, we discussed mass delete records and tags. In the next chapter, we will discuss various types of reports and dashboards in Salesforce along with the concept of report and dashboard scheduling.

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