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

Test your knowledge


Q1. Which of the following are true about opportunity pipeline and forecast reporting except?

  1. Pipeline reports may include omitted opportunities from the forecast.

  2. Forecasts may be overridden.

  3. Pipeline reports may be overridden.

  4. Opportunity stages may be used to determine the forecast category of an opportunity.

Q2. What feature license needs to be granted to a user to enable forecast capability for them?

  1. Allow override forecast.

  2. Allow forecasting.

  3. Marketing user.

  4. Enable forecast tab visibility to Default On.

Q3. Universal Containers would like to associate one contact with more than one account. What solution should you recommend to meet this requirement?

  1. Add the contacts to the partner related list on the second account.

  2. Clone the contact record and add to the second account.

  3. Associate the contact to the other account using the lookup field.

  4. Enable contact to multiple account setting.

Q4. The sales rep at Universal Containers won a sales deal and updated the opportunity stage to Closed...