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

Fields


Fields in Salesforce are similar in concept to a database column; they store the data for the object records. An object record is analogous to a row in a database table.

Standard fields

Standard fields are predefined fields that are included as standard within the Salesforce CRM application. Standard fields cannot be deleted but non-required standard fields can be removed from page layouts whenever necessary.

With standard fields, you can customize visual elements that are associated with the field, such as field labels and field-level help, as well as certain data definitions such as picklist values, the formatting of auto-number fields (which are used as unique identifiers for the records), and setting of field history tracking. Some aspects, however, such as the field name, cannot be customized and some standard fields (such as Opportunity Probability) do not allow the changing of the field label.

Custom fields

Custom fields are unique to your business needs and can not only be added...