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 storage utilization


Salesforce CRM has two categories of storage, namely, data, which is used to store records (for example, Opportunity, Account, or Custom object data records), and file storage, which is used to store file attachments (for example, presentations, spreadsheets, images, PDFs, and so on).

Salesforce CRM (Enterprise Edition) provides, as a minimum, 1 GB for data storage and 11 GB for file storage. In total, this 12 GB storage amount (1 GB for data plus 11 GB for files) is the minimum total storage allocated for a Salesforce CRM organization. However, the storage amount increases as more active users are added, since there is also a 20-MB-per-user for data and 2-GB-per-user for files storage factor.

As an example, an organization with 500 active users sees the storage amount for data increase to 10 GB. This is calculated as 500 (users) multiplied by 20 MB, which equals 10,000 MB or 10 GB. The storage amount for files is increased to 1,000 GB (500 users multiplied by 2 GB...