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.
Salesforce.com customization handbook
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
Free Chapter
Getting Started with Salesforce
User Management and Organization Administration
Making Your Salesforce Data Secure – Security Settings in Salesforce
Domain Management, E-mail Administration, and Google Apps Settings
CRM Functions and Streamlining Business Requirements
Automating a Business Process
Concepts of Data Management
Reports and Dashboards in Salesforce
Chatter Configuration
Mobile Administration
Setting Up Deployment Processes
AppExchange – Extending Salesforce Functionality
Index
Customer Reviews