To get the most out of this book, refer to it prior to and during system administration changes to Salesforce CRM. Prerequisites for system administration of Salesforce CRM include a computer with an internet connection and one of these supported browsers—Google® Chrome™, Microsoft® Edge®, Mozilla® Firefox®, Apple® Safari®, or Microsoft® Internet Explorer®. You will need either the Enterprise, Unlimited, Performance, or Developer edition of Salesforce CRM, along with system administrator privileges.

We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: https://www.packtpub.com/sites/default/files/downloads/9781789619782_ColorImages.pdf.

There are a number of text conventions used throughout this book.

CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "As an example, in this scenario, Mike is the owner of the account record called WidgetsXYZ and Mike reports to Julia."

A block of code is set as follows:

Sales Tax (Percent) =  
IF(TEXT(Account.Market__c) = "US",  
IF(TEXT(Account.State__c) = "California", 0.0925,  
IF(TEXT(Account.State__c) = "Nevada", 0.081,  
IF(TEXT(Account.State__c) = "Utah", 0.0835, 0) ))  
, 0)

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

Sales Tax (Percent) =  
IF(TEXT(Account.Market__c) = "US",  
IF(TEXT(Account.State__c) = "California", 0.0925,  
IF(TEXT(Account.State__c) = "Nevada", 0.081,  
IF(TEXT(Account.State__c) = "Utah", 0.0835, 0) ))  
, 0)

Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "There are two classic themes, namely, Classic 2005 and Classic 2010, and there is the new theme called Lightning Experience."