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

A few points to remember


  1. Entitlements don't automatically apply to cases that are created using web-to-case, email-to-case, or communities. However, you can add entitlements to these features using Apex code.

  2. Create a new version if you want to update an entitlement process.

  3. Entitlement management is available for the case and work order object.

  4. Entitlements don't automatically apply to cases created via web-to-case, email-to-case, or communities. If you want to apply entitlement automatically, then consider using Apex or Process Builder.

  5. After you enable Lightning Knowledge, you can't disable it. Currently, it doesn't support multiple language translations.

  6. You can have only one article type when enabling Lightning Knowledge.

  7. By default, you can create a maximum of five category groups and three active category groups. Contact Salesforce to request additional category groups.