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

Data quality


In Chapter 3, Configuring Objects and Apps, we looked at how we can set the required field and auto number field properties on custom fields to help improve the quality and maintain the data integrity of records in the system.

Salesforce also provides other data quality mechanisms, such as:

  • Data validation rules

  • Dependent picklists

Data validation rules

Data validation rules can be applied to both custom and standard fields and are used to verify that the data entered in a record meets the criteria you have specified before the record can be saved.

Validation rules contain a formula or expression that evaluates the data in one or more fields and returns a value of either true or false.

The logic that is used for validation rules is to seek an error condition, upon which a pre-configured error message is shown to the user whenever the formula or expression returns a value of true.

When validation rules are defined for a field or set of fields, the following actions are fired when the...