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. A developer needs to create a trending report. What should he/she use to get the historical data?

  1. Reports

  2. Reporting snapshots

  3. Roll-up summary

  4. Report types

  5. Audit history records

Q2. What will cause a reporting snapshot run to fail? Select three choices:

  1. The source report has been deleted

  2. The target object has a trigger on it

  3. The running user has been deactivated

  4. The target object is a custom object

  5. The source report is saved as a matrix report

Q3. Which components of the dashboard use grand totals? Select two choices:

  1. Metric

  2. Table

  3. Gauge

  4. Chart

Q4. An application designed without considering requirements for reports are known as dashboards. Which of the following statements is correct?

  1. The data model will support all the requirements of the application, including reports and dashboards

  2. Reports are part of the application and application design will take care of it

  3. No special considerations for reports or dashboards are required as Salesforce can natively take care of the requirements

  4. The...