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

Objects


Objects are a key element in Salesforce CRM as they provide a structure for storing data and are incorporated in the interface, allowing users to interact with the data.

Similar in nature to a database table, objects have properties such as:

  • Fields, which are similar in concept to a database column

  • Records, which are similar in concept to a database row

  • Relationships with other objects

  • Optional tabs, which are user-interface components to display the object data

Standard objects

Salesforce provides standard objects in the Salesforce CRM platform by default. Standard objects that are available include Account, Contact, and Opportunity. Standard objects are described in more detail later in this chapter.

In addition to the standard objects, you can create custom objects and custom tabs.

Custom objects

Custom objects are the tables you create to store your data. You can create a custom object to store data specific to your organization. Once you have the custom objects and have created records...