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

Lookup filters


Lookup filters are used to restrict the values and lookup dialog results for Lookup, Master-detail, and Hierarchical relationship fields.

You can specify the restrictions by configuring filter criteria that compare fields and values based on:

  • The current record

  • The related object (via the Lookup, Master-detail, or Hierarchical field)

  • The current user's record, permissions, and role

  • The records directly associated to the related object

As an example, you can:

  • Restrict the Contact Name field on an Account record to allow only those contacts that have a custom status of active, filtering out inactive contacts

  • Restrict the Contact Name field on a case record to allow only those contacts that are associated with the Account record specified in the Account Name field on the Case record

  • Restrict the Account Name field on an Opportunity record to allow only those users who have an International profile to create or edit Opportunity records, for accounts outside the United States

You can optionally...