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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

Topics for objects

Having topics for objects will help us organize the records to make the search easier in Salesforce. It will also help an organization to have better search management. In addition to this, Salesforce allows you to create custom report types on various topics for objects. For example, here we will enable topics for an Account object. To enable topics for this object, follow these steps:

  1. Navigate to Setup | Customize | Topics | Topics for Objects.
  2. Hover your mouse on the Account object and select the Enable topics for Accounts checkbox. There are two ways to get a suggestion for a topic. One way is by using suggestions from the default fields, that is, by selecting the Use topic suggestions from default fields checkbox. The other way is by selecting fields, that is, by unchecking the Use topic suggestions from default fields checkbox and selecting a field from a list:
    Topics for objects
  3. Click on Save.

Creating topics

For example, now we want to create a topic for the accounts. For better management...

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