Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

A few points to remember


  1. Use permission sets to enable Lightning Experience for a set of users.

  2. After Summer'16 release, we can have 5 active processes on the Lightning Professional edition.

  3. It is not possible to change standard objects' and fields' API name.

  4. We can add custom fields to standard and custom objects in Salesforce.

  5. We can have a maximum of 40 lookup relationships on an object.

  6. We can have a maximum of two master-detail relationships on an object.

  7. Each Salesforce organization can have up to 100 external objects.

  8. When we delete a custom object, it appears in the Deleted Objects list for 15 days, from where the system administrator can restore it.

  9. Salesforce doesn't allow us to delete a custom field that is used in a roll-up summary field on another object or reference in Apex and Visualforce pages.

  10. If a custom object contains more than 100,000 records and you want to delete it, then first delete an appropriate number of records and then delete the object.

  11. By default, Lightning Experience is now enabled for all standard profiles.