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

List views


When you click on a tab, the Accounts tab for instance, you will be shown the My Accounts field in that view. This is termed as a list view and can be seen as shown in the following screenshot:

Other list views can be selected from the picklist:

You can modify existing views and define which columns and buttons (including standard and custom buttons) are to be displayed. You can click on New to create new views:

The following points apply to list views:

  • Every object in Salesforce CRM that is associated with a tab automatically has at least one list view. If there is no tab set up for the object, then there would be no corresponding list view.

  • List views can be modified by assigning filter criteria to control which records are returned for the affected object.

  • List views can be set up to be seen and accessed only by you, or you can set it to be accessed by certain roles and groups of individuals.

  • List view has a print feature that can be used by you and your users. To print from...