Book Image

Salesforce CRM: The Definitive Admin Handbook

By : Paul Goodey
Book Image

Salesforce CRM: The Definitive Admin Handbook

By: Paul Goodey

Overview of this book

<p>As an industry-leading Customer Relationship Management (CRM) application, Salesforce CRM helps the enterprise to improve client relations. It greatly enhances sales performance and provides your business with a robust CRM system. In order to achieve optimum performance from the Salesforce CRM system, there are a lot of things for you as the Salesforce Administrator to tackle. This is the only book which focuses on the administrative aspect of Salesforce CRM.<br /><br />Salesforce CRM: The Definitive Admin Handbook will give you all the information you need to administer this powerful CRM application. It is the definitive 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 the maximum benefit from this exciting product.<br /><br />This book provides a practical, step-by-step experience. You will start with the initial user, move on to security setup, and then progress to higher level tasks such as configuration, data management, and data analytics. You will also be presented with ways to improve the setup and avoid some common pitfalls using tips and tricks gained from real-world experiences. And finally you will be presented with ways in which the core platform can be further extended and enhanced to provide the maximum return on investment for your organization.<br /><br />This book is focused on the needs of the enterprise, providing a solution-driven approach for both business and IT specialists to get the most from this powerful and popular CRM application. It will enhance your understanding of the features and functionality of the CRM application and get you completely ready to administer Salesforce CRM.</p>
Table of Contents (17 chapters)
Salesforce CRM: The Definitive Admin Handbook
Credits
About the Author
Acknowledgements
About the Reviewers
www.PacktPub.com
Preface
Index

Data storage utilization


Salesforce CRM has two categories of storage namely data, which is used to store records (for example, opportunity, account, or custom object data records) and file storage, which is used for storing file attachments (for example presentations, spreadsheets, images, or Adobe® PDFs, and so on).

Salesforce CRM (Enterprise Edition) provides 1 GB for data storage and 1 GB for file storage. In total, this 2 GB storage amount (1 GB for data plus 1 GB for files) is the minimum total storage allocated for a Salesforce CRM organization. However, the storage amount increases as more active users are added since there is also a 20 MB per-user storage factor.

As an example, an organization with 500 active users sees the storage amount for data, say, increase to 10 GB. This is calculated as 500 (users) multiplied by 20 MB which equals 10,000 MB or 10 GB.

To view your organization's used data space and used file space, follow the path Your Name | Setup | (Administration Setup) ...