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

Dependent picklists


Dependent picklists are picklists (including multi-select picklists) in which the values available in the picklist depend on the value of another field, which is called the controlling field.

Note

Controlling fields can be any picklist or checkbox field within the same record.

Controlling fields that are picklists are fields with at least one and fewer than 300 values. These are used to help with efficient, accurate data entry and help to achieve consistent data.

  • To define a dependent picklist, navigate to the field's area of the appropriate object.

  • For standard objects, this is carried out by navigating to Setup | Customize | (select the appropriate standard object) | Fields. Click on Field Dependencies.

  • For custom objects, navigate to Setup | Create | Objects | (select the appropriate custom object). Click on Field Dependencies.

Now click on New, choose a controlling field and dependent field, and then click on Continue.

Use the field-dependency matrix to specify the dependent...