- Mastering Salesforce CRM Administration
- Mastering Salesforce CRM Administration
- Credits
- Foreword
- About the Author
- About the Reviewers
- www.PacktPub.com
- Customer Feedback
- Preface
- 1. A Deep Dive into the Salesforce Lightning Experience
- Getting started with Lightning Experience
- Salesforce Lightning Editions
- Creating a Salesforce developer account
- Enabling the Lightning Experience for users
- The Lightning Experience for end users
- Types of objects and fields in Salesforce
- Types of relationship in Salesforce
- A few points to remember
- Test your knowledge
- Summary
- 2. Security Settings in Salesforce
- 3. Territory Management
- Introduction to Territory Management
- Difference between role hierarchy and territory hierarchy
- Difference between Territory Management and Enterprise Territory Management
- Enterprise Territory Management key concepts
- Configuring Enterprise Territory Management
- Enabling Enterprise Territory Management
- Building a territory model
- Using Chatter to collaborate with territory models
- Activating a territory model
- Running the Opportunity Territory Assignment filter
- Manually excluding an opportunity from filter-based territory assignment
- A few points to remember
- Test your knowledge
- Summary
- 4. Extending Salesforce with Custom Objects and Applications
- 5. Getting More Value from Sales Cloud
- 6. Increasing Service Agent Productivity by Using Service Cloud
- 7. Optimizing Business Processes with Visual Workflow and Approval Processes
- 8. Automating Complex Business Processes
- Process Builder overview
- Difference between Process Builder and other tools
- Creating applications with Process Builder
- Time-dependent actions from Process Builder
- A few points to remember
- Summary
- 9. Analyzing Productivity with Reports and Dashboards
- 10. E-mail and Mobile Administration
- Deliverability
- Compliance BCC e-mail
- E-mail to Salesforce
- Overview of the SalesforceA mobile application
- Overview of the Salesforce Authenticator application
- Overview of the Salesforce1 mobile application
- Features of the Salesforce1 mobile application
- Installing the Salesforce1 mobile application
- Enabling Salesforce1 for a mobile browser
- Controlling which users can use the Salesforce1 application
- Logging in to a Salesforce1 application
- Branding of the Salesforce1 application
- Enabling offline access for Salesforce1
- A few points to remember
- Test your knowledge
- Summary
- 11. Different Ways of Deploying an Application between Environments
- 12. Basics of Apex and Visualforce Page
- We can create a dashboard from a matrix or summary report.
- A maximum of 2,000 rows will be displayed in a report. To view all the rows, export the report to Excel or use the printable view for tabular and summary reports. For joined reports, export is not available, and printable view will display a maximum of 20,000 rows.
- In the report builder, up to 20 rows for summary and matrix reports and 50 rows for tabular reports will be displayed.
- We can have up to 20 field filters in a report.
- By default, reports time out after 10 minutes. You can contact Salesforce.com support to extend the timeout limit to 20 minutes for tabular, summary, and matrix reports, but no extension is possible for joined reports. It will continue to time out after every 10 minutes.
- The maximum number of source report columns you can map to target fields is 100.
- A reporting snapshot will fail during a scheduled run if the source report includes more than 100 fields.
- A reporting snapshot will fail during a scheduled run if the target object is included in a workflow.
- You can't use custom formula fields in a dashboard filter.
- Filters aren't applied when you schedule or e-mail a dashboard.
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