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

A few points to remember


  1. As of the Winter'17 release, Enterprise Territory Management is available in Salesforce Classic only.

  2. Each territory can have up to 15 assignment rules.

  3. Only one model can be in the Active state at one time in your organization.

  4. If you disable Enterprise Territory Management, your users will lose the record access that was based on territory assignment.

  5. By default, each territory model can have up to 1,000 territories.

  6. As of Winter'17 release, Enterprise Territory Management components cannot be included in packages or change sets.