If you want to look at the relationships between contacts and accounts, create a custom report type.
Custom price books must be active in order to add their products to opportunities or quotes
While creating an opportunity, you can select products only from a single price book.
When a product or a price book is deleted, all the related price book entries are also deleted.
The price books cannot be deleted if they are associated with the approval process or have a pending workflow action.
The Forecasting tab is hidden by default in Developer Edition org.
Use the data loader or API to upload quotas for your users if you are using collaborative forecast.
Customizable forecasting allows you to enter quotas via the user details page.
The maximum number of records the recycle bin can store is 25 times your Salesforce storage capacity in MBs.
By default, you can capture up to 500 web-to-leads per day from your website. To increase the limit, you may reach out to Salesforce support...
Mastering Salesforce CRM Administration
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Mastering Salesforce CRM Administration
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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.
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Current Title:
Mastering Salesforce CRM Administration
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface
Free Chapter
A Deep Dive into the Salesforce Lightning Experience
Security Settings in Salesforce
Territory Management
Extending Salesforce with Custom Objects and Applications
Getting More Value from Sales Cloud
Increasing Service Agent Productivity by Using Service Cloud
Optimizing Business Processes with Visual Workflow and Approval Processes
Automating Complex Business Processes
Analyzing Productivity with Reports and Dashboards
E-mail and Mobile Administration
Different Ways of Deploying an Application between Environments
Basics of Apex and Visualforce Page
Customer Reviews