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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile FREE CHAPTER 2. Managing Users and Controlling System Access 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Fields


Fields in Salesforce are similar in concept to a database column; they store the data for the object records. An object record is analogous to a row in a database table.

Standard fields

Standard fields are predefined fields that are included as standard within the Salesforce CRM application. Standard fields cannot be deleted but non-required standard fields can be removed from page layouts whenever necessary.

With standard fields, you can customize visual elements that are associated with the field, such as field labels and field-level help, as well as certain data definitions such as picklist values, the formatting of auto-number fields (which are used as unique identifiers for the records), and setting of field history tracking. Some aspects, however, such as the field name, cannot be customized and some standard fields (such as Opportunity Probability) do not allow the changing of the field label.

Custom fields

Custom fields are unique to your business needs and can not only be added...

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