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Mastering Salesforce CRM Administration

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

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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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

A few points to remember


  1. If you want to look at the relationships between contacts and accounts, create a custom report type.

  2. Custom price books must be active in order to add their products to opportunities or quotes

  3. While creating an opportunity, you can select products only from a single price book.

  4. When a product or a price book is deleted, all the related price book entries are also deleted.

  5. The price books cannot be deleted if they are associated with the approval process or have a pending workflow action.

  6. The Forecasting tab is hidden by default in Developer Edition org.

  7. Use the data loader or API to upload quotas for your users if you are using collaborative forecast.

  8. Customizable forecasting allows you to enter quotas via the user details page.

  9. The maximum number of records the recycle bin can store is 25 times your Salesforce storage capacity in MBs.

  10. By default, you can capture up to 500 web-to-leads per day from your website. To increase the limit, you may reach out to Salesforce support...

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