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

Lookup relationship options


When you create a lookup field on an object, you can choose whether the lookup field is required or optional. If it is set as optional, you can choose one of the following three actions to take place if the lookup record is deleted:

  • Clear the value of this field:

    This is a default option and is a good choice when the field does not have to contain a value from the associated lookup record.

  • Don't allow deletion of the lookup record that's part of a lookup relationship

    This option prevents the lookup record from being deleted and is a good choice for restricting deletions if you have dependencies, such as workflow rules, based on the lookup relationship.

  • Delete this record also

    This option works similar to the master-detail relationship and deletes the record whenever the lookup record is deleted. However, such a deletion on a lookup relationship is known as a cascade-delete and bypasses security and sharing settings. As a result, users can delete records when the...