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 Lightning apps


In Salesforce, app is a combination of tabs, processes, and services associated with a business function. The next goal is to create a custom app for our registration management. To do so, follow these steps:

  1. Click on Setup (gear icon) | Setup | PLATFORM TOOLS | Apps | App Manager.

  2. Click on the New Lightning App button. It will redirect you to a new screen where you have to enter app details and branding information:

    1. App Name: App name will appear in the navigation bar, so users can easily identify the app name they are currently using. In this case, enter Registration Management as App Name.

    2. Developer Name: This will be autopopulated, based on App Name.

    3. Description: Write some meaningful text, so other developers/administrators can easily understand why this custom app has been created.

    4. App Branding: You can also add an image to your custom app. The file size of a custom app image must be smaller than 5 MB.

      Once you are done, click on Next:

  3. Optionally, you can enable...