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 fields


Before you begin to create custom fields, it is worth spending some time to first plan and choose the most appropriate type of field to create. You can create many different custom field types in Salesforce CRM, including text, number, currency, as well as relationship types that enable lookup, master-detail, and hierarchical relationships.

Adding custom fields can be carried out by navigating to the field's area of the appropriate object:

  • For standard objects, navigate to Setup | Customize. Now, select the appropriate object from the Customize menu, click on Fields, and then click on New in the Custom Fields & Relationships section of the object page.

  • For custom task and event fields, navigate to Setup | Customize | Activities | Activity Custom Fields. Now, click on the New button.

  • For custom objects, navigate to Setup | Create | Objects. Now, select one of the custom objects in the list. Next, click on New in the Custom field dependencies and field history tracking...