Book Image

Salesforce.com customization handbook

Book Image

Salesforce.com customization handbook

Overview of this book

Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Summary


In this chapter, we went through various ways to manage our data in Salesforce. At the beginning of the chapter, we discussed different types of IDs in Salesforce. Then, we moved on and discussed various data management tools provided by Salesforce. We also went through the ways to create a Sandbox for an organization. In the next topic, we covered deleting all data and mass transfer approval requests. We also discussed how to mass transfer the ownership of a record to another user. Finally, we discussed mass delete records and tags. In the next chapter, we will discuss various types of reports and dashboards in Salesforce along with the concept of report and dashboard scheduling.