Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Viewing Setup and Audit Trail


Salesforce keeps an Audit Trail of configuration changes made in the Setup section. Audit Trail helps the organization administration track recent setup changes. This is very helpful if there are multiple administrators for an organization.

A business scenario: Alok Sinfal is working as system administrator at Universal Containers. He has just received an e-mail from business user Nishant Nagre, who says that someone has recently reset his password (because Nishant has received a password reset e-mail from Salesforce). If Alok Sinfal wants to track who did this, then he has to use Setup and Audit Trail in Salesforce. Only the system administrator or a user with View Setup and Configuration permissions can use this feature. To access the Audit Trail, click on Setup (gear icon) | Setup | SETTINGS | Security | View Setup Audit Trail.

Audit Trail key concepts

You can check Audit Trail for the following types of changes:

  • Administration: It will track various administration...