Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
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

Improving the data quality


In order to make your data valid and healthy when entered by the user, it is very important that you must impose some constraints over the values being entered by the user in the system so that the user must not enter any junk values or values that don't meet your business requirement. To enforce data quality, you can use the following option:

  1. Validation rules: Use a validation rule to conditionally require fields. You can also ensure proper data format, for example, ZIP code must be of five digits or the date of birth must be greater than 01/01/1990.

  2. Unique fields: Use a unique field to make a record unique, based on some fields. For example, in the registration object, make the e-mail field unique so that you don't have two records with the same e-mail address:

  3. Picklist and dependent picklist fields: Use picklist and dependent fields to force users to enter a permission value.

  4. Custom lookup fields and lookup filters: Use lookup fields and lookup filters to...

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
Banner background image