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

Chapter 4. Extending Salesforce with Custom Objects and Applications

In the previous chapters, we had discussed about the various concepts of data security and data sharing in Salesforce. We discussed about an organization-wide default, sharing settings, territory management, and field level security in Salesforce. We also discussed about standard and custom objects and fields. In this chapter, we will describe in detail how we can customize the user interfaces, such as objects, fields, and page layouts. In addition to this, we will look at the methods to configure and customize the application to suit the way your company information can be best represented. We will also cover, the way you can establish relationships between objects, create formula fields, and so on. Finally, we will see the key features to improve the data quality in Salesforce. The following topics will be covered in this chapter:

  • Creating custom objects

  • Creating custom fields

  • Creating custom tabs

  • Creating Lightning apps

  • Creating...