Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

Chapter 3. Configuring Objects and Apps

In Chapter 1, Setting up Salesforce CRM and the Company Profile and Chapter 2, Managing Users and Controlling System Access, we were introduced to the profile feature in Salesforce, which is a controlling mechanism. Profiles are used to determine the functions users can perform, what types of data they can access, and what operations they can carry out on that data.

In this chapter, we will describe the Salesforce CRM record storage features and customizable user interface in detail, such as objects, fields, and page layouts. In addition, we will see an overview of the relationship that exists between the profile and these customizable features that the profile controls.

This chapter looks at the methods for configuring and tailoring the application to suit the way your company information can be best represented within the Salesforce CRM application. We will look at the mechanisms that allow data to be grouped and presented within the application...