Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Mastering Salesforce CRM Administration
  • Table Of Contents Toc
Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

By : Gupta
3.1 (8)
close
close
Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

3.1 (8)
By: 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 (13 chapters)
close
close

Enterprise Territory Management key concepts


Now we will explore the features and related concepts that make Enterprise Territory Management easy for you. Understanding these concepts will help you design your territories more effectively:

  • Territory type: Territory types help you to manage your territories by key characteristics significant to your company. Every territory you create must belong to a territory type. Territory types are used for organizing and creating territories only.

  • Territory: A territory contains the groups of accounts and the users who work with those accounts.

  • Territory type priority: This feature will help you choose the correct territory type for territories you create or edit. By default, there are no priorities defined, so you have to create your own priority system. For example, 001 may indicate that a territory type is the highest priority or the lowest.

  • Territory model: This represents a complete Territory Management system for your organization. It also includes...

CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Mastering Salesforce CRM Administration
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon