The aim of this chapter is to explain how to approach data modeling in Salesforce and how to map your business rules with the help of some out-of-the-box components provided by Salesforce (through simple clicks). The chapter will explain how some of the form validations can be written with the help of simple validation rules of the Salesforce platform. We will take a look at the configuration components provided out of the box by the platform, which includes page layouts, e-mail templates, workflows, approval processes, formulae, and record types. By the end of the chapter, you will be familiar with building an application using point and clicks.
Salesforce Essentials for Administrators
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Salesforce Essentials for Administrators
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Overview of this book
Table of Contents (14 chapters)
Salesforce Essentials for Administrators
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Free Chapter
User Management and User Profiling
Configuring Salesforce
Reports and Dashboards
Record-level Access, Security, and Audit Features
Session Management, Data Loader, and Data Loading Best Practices
Troubleshooting Common Problems
An Overview of Sales and Service Cloud
Index
Customer Reviews