Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Difference between Territory Management and Enterprise Territory Management


The following is a list of a few key differences between Territory Management and Enterprise Territory Management:

Territory Management

Enterprise Territory Management

Available in organizations that were created prior to Winter'15.

Available by default in organizations that were created in Winter'15 or after.

An administrator can set up the territory access for accounts, contacts, cases, and opportunities.

An administrator can set up the territory access level for accounts. Users are automatically granted access to associated contacts, cases, and opportunities.

If only one territory is common to both the account and opportunity owner, Salesforce automatically assigns the opportunity to the territory in common.

Uses the filter-based Opportunity Territory Assignment rule to assign opportunities to a territory.

Customizable forecasting must be enabled. Forecasts are derived from territory hierarchy, not...