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

Test your knowledge


Q1. Who are the two types of users that can grant sharing privileges on a given record?

  1. Record Owner

  2. Group Members

  3. Queue Members

  4. Anyone higher in the role hierarchy

Q2. Which of the following tools assists in auditing EXCEPT?

  1. Reports

  2. Field history

  3. Page layout

  4. Setup Audit Trail

Q3. How many days of audit history can you download?

  1. 20

  2. 90

  3. 180

  4. 365

Q4. When creating a sharing rule, you can share the data with which of the following entities?

  1. Public groups

  2. Users

  3. Roles

  4. Roles and subordinates

  5. Queues

Q5. What settings can you configure on a profile?

  1. Revoke sharing permissions

  2. Enable record types

  3. Enable read, create, edit, and delete on objects

  4. Specify language

Q6. An organization wants to create a field to store manager data on the user object. What type of relationship should be used?

  1. Master-detail

  2. Hierarchical

  3. Lookup

  4. Many-to-many

Q7. Which of the following is true about a junction object?

  1. A custom object that has two master-detail relationships

  2. A custom object that has two lookup relationships

  3. A standard object...