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

Creating custom objects


Custom objects are database tables that allow you to store data specific to your organization, in Salesforce.com. You can use custom objects to extend Salesforce functionality or to build new application functionality.

Note

You can create up to 200 custom objects in the Enterprise Edition and 2000 in the Unlimited Edition at the time of writing.

Once you have created a custom object, you can create a custom tab, custom-related lists, reports, and dashboards for users to interact with the custom object data.

To create a custom object, navigate to Setup | Create | Objects. Now click on New Custom Object, or click on Edit to modify an existing custom object. The following screenshot shows the resulting screen:

On the Custom Object Information Edit page, you can enter the following:

  • Label: This is the visible name that is displayed for the object within the Salesforce CRM user interface and shown on pages, views, and reports, for example.

  • Plural Label: This is the plural...