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

Best practices for mass data updating


When carrying out any kind of mass data update or deletion in Salesforce CRM, you should ensure that the data to be changed is correct, but you should also consider applying the following best practices.

Back up data

Back up your data before performing a mass update, or delete it by either requesting a data export or exporting your own report of the data.

Test batch

Create a test file containing a few records first to ensure that your source data has been correctly prepared.

Tip

Mass deleting data:

Consider including both the Date/Time Stamp and Created by Alias criteria in your mass delete to ensure that you are only deleting your imports and no other data.