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

Creating custom objects


Salesforce comes with several standard objects according to the CRM structure, but if your requirement is not satisfied by using them, you could go ahead and create custom objects. For example, creating a custom object to store employee checking or saving account details to process the biweekly salary and keep the employee account details private, so only the system administrator can access it. Custom objects are usually identified by a __c suffix:

Objects are a crucial element in Salesforce, as they provide a structure for storing data and are incorporated into the interface, allowing users to interact with the data. It is similar to a database table. Object fields are similar in concept to a database column. Records are similar in concept to a database row. The following diagram represents the steps for creating a custom object and configuring it as per your business requirements:

We will now be developing a sample Registration Management app for Universal Containers...