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

Creating custom object relationships


Considerations to be observed when creating object relationships are as follows:

  • Create the object relationships as a first step before starting to build the custom fields, page layouts, and any related list

  • The Related To entry cannot be modified after you have saved the object relationship

Note

Each custom object can have up to two master-detail relationships and up to 25 total relationships. Where an object has more than one master-detail relationship, the first master-detail relationship that was created, becomes the primary master-detail relationship. The owner of the record therefore is derived from the first master-detail relationship that was created.

  • When planning to create a master-detail relationship on an object, be aware that it can only be created before the object contains record data

Note

Master-detail relationships can be created on an object that contains record data by first creating a lookup relationship field, populating the lookup field...