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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook Build, configure, and customize Salesforce CRM and mobile solutions

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Product type Paperback
Published in Apr 2019
Publisher Packt
ISBN-13 9781789619782
Length 782 pages
Edition 5th Edition
Languages
Concepts
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Authors (2):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
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Toc

Table of Contents (19) Chapters Close

Preface 1. Section 1: Getting Started with Salesforce CRM FREE CHAPTER
2. Setting Up Salesforce CRM and the Company Profile 3. Managing Users and Controlling System Access 4. Configuring Objects and Apps 5. Section 2: Managing Data in Salesforce
6. Securing Access to Data and Data Validation 7. Managing Data in Salesforce CRM 8. Generating Data Analytics with Reports and Dashboards 9. Section 3: Business Processes, Cloud Development, and Lightning Experience
10. Implementing Business Processes in Salesforce CRM 11. Core Business Functionality in Salesforce CRM 12. Extending and Enhancing Salesforce CRM 13. Administrating the Mobile Features of Salesforce CRM 14. Lightning Experience 15. Einstein Analytics 16. Section 4: Salesforce CRM Certification
17. Studying for the Certified Administrator Exam 18. Other Books You May Enjoy

Salesforce mobile app versus the full Salesforce site

At the time of writing, the Salesforce mobile app does not have the exact same features that are available in the full Salesforce CRM site. There are areas of functionality that are not available or are different than the full Salesforce site.

As an example, in the full Salesforce CRM site, the notes and attachments-related list on an object allows users to add or delete notes and attachments that are then related to a specific record of that object type. In the Salesforce mobile apps, the notes and attachments-related list is visible, but the functionality associated with notes and attachments is not fully supported.

Users cannot create new or delete existing notes and attachments within the related list, and while it is possible to view them in the related list, attachments may not actually open or be accessible.

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