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Mastering Salesforce CRM Administration

You're reading from Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

Product type Paperback

Published in Mar 2017

Publisher

ISBN-13 9781786463180

Length 412 pages

Edition 1st Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Rakesh Gupta

View More author details

Table of Contents (13) Chapters

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

A few points to remember

Lightning apps aren't available in Salesforce Classic.
Field help text is now available in Salesforce Lighting Experience.
You can create 40 lookup relationships on an object.
You can have a maximum of 26 roll-up summary fields on a master object in the case of a master-detail relationship.
A validation rule is the best way to make a field required.
You can have a maximum of five active lookup filters per object.
After the Winter'17 release, inline editing is now available in Lightning Experience.

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Authors (1)

Gupta

Gupta

Rakesh Gupta is best known as an automation champion in the Salesforce ecosystem. He has written over 150 articles on Visual Workflow and Process Builder to show how someone can use Visual Workflow and Process Builder to minimize code usage. He is one of the Visual Workflow and Process Builder experts in the industry. He has trained more than 700 individual professionals around the globe and conducted corporate training. Currently, Rakesh is working as a Salesforce solution architect consultant.

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