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

Questions to test your knowledge


You are now presented with questions about the key features of Salesforce CRM administration in the areas of data management which have been covered in this chapter. The answers can be found at the end of the chapter.

Questions

We present six questions to verify your understanding of data validation, dependent picklists, data importing and exporting facilities, and Recycle Bin storage.

Question 1 - Data validation rules

A validation rule has been created to ensure that users do not set the Close Date of an opportunity to a date in the past. What will happen if a user attempts to save an opportunity record that has a Close Date from last year? (Select one):

a) The error message defined within the validation rule is displayed on the record after the record is saved

b) The error message defined within the validation rule is sent by e-mail to the user after the record is saved

c) The error message defined within the validation rule is displayed on the record and...