Book Image

Salesforce CRM - The Definitive Admin Handbook - Fifth Edition

By : Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook - Fifth Edition

By: Paul Goodey

Overview of this book

Salesforce’s winter ’19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform. This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You’ll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it’ll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you’ll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You’ll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM.
Table of Contents (19 chapters)
Free Chapter
1
Section 1: Getting Started with Salesforce CRM
5
Section 2: Managing Data in Salesforce
9
Section 3: Business Processes, Cloud Development, and Lightning Experience
16
Section 4: Salesforce CRM Certification

Advanced formulas

The basic formula feature is quite restricted, and you will likely seek to create more complicated formulas, which can be performed by selecting the Advanced Formula tab.

Within this tab, click on the Insert Field button, select one of the listed fields, and finally click on the Insert button.

You can now include merge fields, along with advanced operators and functions, which are prebuilt Salesforce CRM formulas that calculate return values based on values that you set.

The advanced formula can be built using various operators, which can be selected from within the Insert Operator list. The operators that are available are + Add, - Subtract, * Multiply, / Divide, ^ Exponentiation, ( Open Parenthesis, and ) Close Parenthesis, & Concatenate, = Equal, <> Not Equal, < Less Than, > Greater Than, <= Less Than or Equal, >= Greater Than or Equal...