Search icon CANCEL
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Mastering Salesforce CRM Administration

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

Arrow left icon
Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
Arrow right icon
View More author details
Toc

Table of Contents (13) Chapters Close

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

Chapter 4. Extending Salesforce with Custom Objects and Applications

In the previous chapters, we had discussed about the various concepts of data security and data sharing in Salesforce. We discussed about an organization-wide default, sharing settings, territory management, and field level security in Salesforce. We also discussed about standard and custom objects and fields. In this chapter, we will describe in detail how we can customize the user interfaces, such as objects, fields, and page layouts. In addition to this, we will look at the methods to configure and customize the application to suit the way your company information can be best represented. We will also cover, the way you can establish relationships between objects, create formula fields, and so on. Finally, we will see the key features to improve the data quality in Salesforce. The following topics will be covered in this chapter:

  • Creating custom objects
  • Creating custom fields
  • Creating custom tabs
  • Creating Lightning...
lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime