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

Creating custom fields


Custom fields are unique to your business needs and can not only be added and amended, but also deleted. Creating custom fields allows you to store the necessary information for your organization. Both standard and custom fields can be customized to include the custom help text that helps users understand how to use the field. Custom fields are usually identified by a __c suffix.

A business scenario: David Guzman is working as a System Administrator at Universal Containers. His manager, Brigette Hyacinth, would like him to create a custom field to save all participants' social security numbers, but at the same time, he doesn't want to share the field value with every sales rep as the social security number is confidential information.

To create a custom field on a registration object, follow these steps:

  1. Click on Setup (gear icon) | Setup | PLATFORM TOOLS | Objects and Fields | Object Manager.

  2. To find the registration object, enter the first few characters of its label...