Browse Library
Sign In Start Free Trial
Close icon Search icon
Account
Browse Library Sign In Start Free Trial

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Salesforce.com customization handbook
  • Table Of Contents Toc
Salesforce.com customization handbook

Salesforce.com customization handbook

By : Gupta, Pareek
4.3 (3)
Buy this Book
close
close
Salesforce.com customization handbook

Salesforce.com customization handbook

4.3 (3)
By: Gupta, Pareek
Buy this Book

Overview of this book

If you want to use Salesforce CRM to automate your business requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the advanced features of Salesforce.com. No previous experience in computer coding or programming is required.
Table of Contents (14 chapters)
close
close
close
Preface
Icon
Preface
Icon
What this book covers
Icon
What you need for this book
Icon
Who this book is for
Icon
Conventions
Icon
Reader feedback
Icon
Customer support
Lock Free Chapter
1
1. Getting Started with Salesforce
Icon
1. Getting Started with Salesforce
Icon
Overview of the Salesforce CRM
Icon
Introducing Salesforce CRM
Icon
The architecture of Salesforce.com
Icon
Various products of Salesforce
Icon
Salesforce.com – the most innovative company
Icon
Improving collaboration in your organization
Icon
Creating a Salesforce developer account
Icon
First impression of the Salesforce developer account
Icon
Benefits of using the Salesforce developer account
Icon
Limitations of Salesforce Developer Edition
Icon
Summary
2
2. User Management and Organization Administration
Icon
2. User Management and Organization Administration
Icon
Setting up company information
Icon
Changing the corporate currency
Icon
Fiscal year and its customization
Icon
Business hours setup and its effect
Icon
Holiday settings
Icon
Language settings and its importance
Icon
Profiles
Icon
Permission sets
Icon
Setting up the users
Icon
Locking and unlocking users
Icon
Freezing a user's account
Icon
Benefits of the login history
Icon
Groups and their uses
Icon
Queues and their significance
Icon
Personal setup
Icon
Summary
3
3. Making Your Salesforce Data Secure – Security Settings in Salesforce
Icon
3. Making Your Salesforce Data Secure – Security Settings in Salesforce
Icon
Concepts of OWD
Icon
Field-Level Security and its effect on data visibility
Icon
Setting up password policies
Icon
Two-factor authentication in Salesforce
Icon
Session setting and its effect on users
Icon
Network access – securing your organization's data
Icon
Authentication providers
Icon
View Setup Audit Trail
Icon
Expire all passwords
Icon
Concepts of delegated administration
Icon
Remote site settings
Icon
HTML documents and attachments settings
Icon
Testing document and attachment settings
Icon
Portal Health Check
Icon
Summary
4
4. Domain Management, E-mail Administration, and Google Apps Settings
Icon
4. Domain Management, E-mail Administration, and Google Apps Settings
Icon
My Domain
Icon
Customizing your Salesforce login page
Icon
Various e-mail administration methods
Icon
Google Apps settings
Icon
Summary
5
5. CRM Functions and Streamlining Business Requirements
Icon
5. CRM Functions and Streamlining Business Requirements
Icon
Type of relationships in Salesforce
Icon
Sales Cloud overview
Icon
Service Cloud overview
Icon
Streamlining a business process
Icon
Tracking the history
Icon
Summary
6
6. Automating a Business Process
chevron up
Icon
6. Automating a Business Process
Icon
Improving the data quality – the validation rule
Icon
The Formula field
Icon
The Roll-up Summary field
Icon
Letterhead
Icon
An e-mail template
Icon
Using workflow to automate your work
Icon
Monitoring a time-based workflow
Icon
Streamlining your approval process – approval processes
Icon
Various ways to approve a request – approval settings
Icon
Stay-in-Touch
Icon
Summary
7
7. Concepts of Data Management
Icon
7. Concepts of Data Management
Icon
Salesforce Record IDs
Icon
Data management operations
Icon
Tools for data management
Icon
Truncating custom objects
Icon
Sandbox
Icon
Deleting all the data
Icon
Data Export Service
Icon
Get the storage usage details
Icon
Mass transfer approval requests
Icon
Mass transfer record
Icon
Mass deleting records
Icon
Mass reassign accounts and opportunity teams
Icon
Tags
Icon
Summary
8
8. Reports and Dashboards in Salesforce
Icon
8. Reports and Dashboards in Salesforce
Icon
Understanding report types
Icon
Different types of reports
Icon
Dashboard components and their types
Icon
Exporting a report
Icon
Sharing reports and dashboards
Icon
Hiding unused report types
Icon
Exporting reports without footers
Icon
Floating headers in summary and matrix reports
Icon
Analytical snapshot
Icon
Summary
9
9. Chatter Configuration
Icon
9. Chatter Configuration
Icon
Basic overview of Salesforce Chatter
Icon
Enabling Chatter invites
Icon
Topics for objects
Icon
Branding e-mail notifications
Icon
Chatter groups
Icon
The Chatter announcement feature
Icon
Posting e-mail to Chatter groups
Icon
Chatter e-mail settings
Icon
Enabling feed tracking
Icon
Posting a dashboard snapshot to Chatter
Icon
Various features of Chatter
Icon
Summary
10
10. Mobile Administration
Icon
10. Mobile Administration
Icon
Overview of SalesforceA
Icon
Overview of Salesforce#
Icon
Overview of Salesforce1
Icon
Summary
11
11. Setting Up Deployment Processes
Icon
11. Setting Up Deployment Processes
Icon
Understanding Change Sets and their types
Icon
The Force.com IDE
Icon
Overview of packages
Icon
Summary
12
12. AppExchange – Extending Salesforce Functionality
Icon
12. AppExchange – Extending Salesforce Functionality
Icon
AppExchange – an overview
Icon
Installing applications from AppExchange
Icon
A few noteworthy applications
Icon
Summary
13
Index
Icon
Index

The Formula field

Formula fields in Salesforce are a special type of read-only fields that evaluate the specific equation at runtime and generate values accordingly. These fields are generally used where the data is entered by the user in a field and that data needs some logical processing and storage in another field. We need to define a formula expression/equation that will be executed while a record is being saved.

Let's start with an example. The event company Appiuss wants to calculate the age of the participants while they are registering for an event, depending on the date of birth the registrant entered at the time of registration. Additionally, they want to show it as a read-only field.

In order to fulfill this requirement, you can follow these steps:

  1. Navigate to Setup | Build | Create | Objects.

  2. Click on the label of the object; in our case, click on Event Registration.

  3. Under the Custom fields and relationships section, click on the New button. It will redirect you to a new window from...

CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Salesforce.com customization handbook
End of Section 6
Next Section
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected
Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful
Order Page Read Now

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon