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

Improving the data quality


In order to make your data valid and healthy when entered by the user, it is very important that you must impose some constraints over the values being entered by the user in the system so that the user must not enter any junk values or values that don't meet your business requirement. To enforce data quality, you can use the following option:

  1. Validation rules: Use a validation rule to conditionally require fields. You can also ensure proper data format, for example, ZIP code must be of five digits or the date of birth must be greater than 01/01/1990.

  2. Unique fields: Use a unique field to make a record unique, based on some fields. For example, in the registration object, make the e-mail field unique so that you don't have two records with the same e-mail address:

  3. Picklist and dependent picklist fields: Use picklist and dependent fields to force users to enter a permission value.

  4. Custom lookup fields and lookup filters: Use lookup fields and lookup filters to...