If you want to change the fiscal year start month, and your company follows the Gregorian calendar year, then use standard fiscal years
It is not possible to disable custom fiscal years once enabled. Enabling custom fiscal years has impacts on your reports, forecasts, quotas, and other date-sensitive material.
Once multiple currencies are enabled for your organization, it is not possible to disable them.
The Sharing button may appear on an account detail page even though your sharing model for accounts is Public Read/Write, if your sharing model for related opportunities is Public Read Only.
By default, Salesforce uses hierarchies, for example the role or territory hierarchy, to automatically grant records access to users above the record owner in the hierarchy.
It is not possible to include high-volume portal users in sharing rules because they don't have roles and can't be in public groups.
The sharing rule is always used to open up the access. By
It is not possible to...
Mastering Salesforce CRM Administration
By :
Mastering Salesforce CRM Administration
By:
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.
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Current Title:
Mastering Salesforce CRM Administration
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface
Free Chapter
A Deep Dive into the Salesforce Lightning Experience
Security Settings in Salesforce
Territory Management
Extending Salesforce with Custom Objects and Applications
Getting More Value from Sales Cloud
Increasing Service Agent Productivity by Using Service Cloud
Optimizing Business Processes with Visual Workflow and Approval Processes
Automating Complex Business Processes
Analyzing Productivity with Reports and Dashboards
E-mail and Mobile Administration
Different Ways of Deploying an Application between Environments
Basics of Apex and Visualforce Page
Customer Reviews