Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

Chapter 5. Managing Data in Salesforce CRM

In the previous chapter, we looked at the features that provide data access and security configuration by system administrators and discussed the four main levels where data access and security can be applied, namely: organization level, object level, field level, and finally, at the record level.

In this chapter, we will discuss the options for improving data quality using data validation rules and dependent fields. We will also outline the features and tools available within Salesforce CRM that allow you to import and export data into and out of the Salesforce system.

Finally, we will address a number of questions about the key features of Salesforce CRM administration in the area of data management.

The following topics will be covered in this chapter:

  • Data quality

  • Data validation rules

  • Dependent picklists

  • Data import and export utilities

  • Data Import Wizard

  • Individual import wizards

  • Data Loader

  • Data Loader and import wizards compared

  • Best practice for mass...