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

Test your knowledge


Q1. When you want to share a specific record with a user, which of the following sharing models will you use?

  1. Sharing rule

  2. Role hierarchies

  3. Organization-wide default

  4. Territory management

Q2. How many lookup relationships are allowed on an object?

  1. 20

  2. 15

  3. 25

  4. 40

Q3. How do you autopopulate the city picklist values based on the state selected?

  1. Dependent Picklist

  2. Validation Rules

  3. Workflows

  4. Duplicate Rule

Q4. What are the different custom tabs that you can create?

  1. Web Tab

  2. Apex Tab

  3. Visualforce Tab

  4. Custom Object Tab

  5. Standard Object Tab

Q5. In a master-detail relationship, the fields of the parent object need to be displayed in the child object. How you will accomplish it?

  1. Cross-object formula field

  2. Workflow rule

  3. Validation rule

  4. Assignment rule