Book Image

Salesforce CRM: The Definitive Admin Handbook - Second Edition - Second Edition

By : Paul Goodey, Paul Goodey GP
Book Image

Salesforce CRM: The Definitive Admin Handbook - Second Edition - Second Edition

By: Paul Goodey, Paul Goodey GP

Overview of this book

Salesforce CRM: The Definitive Admin Handbook is the complete guide to implementing Salesforce CRM. Whether you are looking to enhance the core features or you have already started customizing your Salesforce CRM system and are looking for guidance on advanced features. This book will show you how to get maximum benefit from this exciting product.Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the Internet. The CRM application provides facilities to manage sales projections and orders, marketing plans, business process automation and collaboration, service and support, and data analytics. The application greatly enhances a company's sales performance, improves team work and collaboration, and provides a robust customer relationship management strategy for an organization.Salesforce CRM: The Definitive Admin Handbook has been updated for the Spring '13 release and gives you all the information you need to administer this powerful CRM application.The book begins with the setup of users and security settings and then progresses to configuration, data management, and data analytics. Finally, the book covers the ways in which the core platform can be further extended and enhanced.Focused on the needs of the enterprise, this book provides a solution-driven approach for both business and IT specialists to get the most from the Salesforce CRM application. It begins with setting up of organization-wide features that affect the look-and-feel of the application. We will then move on to data management, analytics, process automation and approval mechanisms are then covered, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. Finally, we will look into the methods used to further enhance the system and to improve the return on investment from the application.After reading Salesforce CRM: The Definitive Admin Handbook, you will feel comfortable with the administration features within Salesforce CRM and will have been presented with real-world scenarios to improve the setup and avoid some common pitfalls.
Table of Contents (16 chapters)
Salesforce CRM: The Definitive Admin Handbook Second Edition
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
5
Data Analytics with Reports and Dashboards
Index

Recycle Bin


The Recycle Bin can be accessed from the Home tab by clicking on the link in the sidebar as shown in the following screenshot:

The Recycle Bin is where deleted data is stored where it can be accessed for 15 days after which the data becomes hard deleted and is no longer recoverable.

Clicking on Recycle Bin allows you to view both your deleted items plus your organization's deleted items as shown in the following screenshot:

You can use the Empty your recycle bin button to permanently remove deleted items prior to the 15-day expiration.

Note

Records in the Recycle Bin do not count against your organization's storage limits.

To calculate the number of records that your Recycle Bin can store, Salesforce uses the following formula: 25 multiplied by the number of Megabytes (MB) in your storage.

For example, if your organization has 1 GB which equates to 1000 MB (a 1000 MB storage unit is used here and not 1028 MB); then your limit is 25 multiplied by 1000 MB which equals 25,000 records.

When...