Creating custom object relationships
by Paul Goodey
Salesforce CRM – The Definitive Admin Handbook - Third Edition
- Salesforce CRM – The Definitive Admin Handbook Third Edition
- Table of Contents
- Salesforce CRM – The Definitive Admin Handbook Third Edition
- Credits
- About the Author
- Acknowledgments
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Organization Administration
- The Salesforce setup menu
- User login and authorization
- Establishing your company profile within Salesforce
- User interface and supported browsers
- User interface
- Supported browsers
- User interface settings
- The Enable Collapsible Sections option
- The Show Quick Create option
- The Enable Hover Details option
- The Enable Related List Hover Links option
- The Enable Separate Loading of Related Lists option
- The Enable Inline Editing option
- The Enable Enhanced Lists option
- The Enable New User Interface Theme option
- The Enable Tab Bar Organizer option
- The Enable Printable List Views option
- The Enable Spell Checker option
- The Enable Customization of Chatter User Profile Pages option
- The Enable Salesforce Notification Banner option
- Sidebar
- Calendar settings
- Setup settings
- The Enable Enhanced Page Layout Editor option
- The Enable Enhanced Profile List Views option
- The Enable Enhanced Profile User Interface option
- The Enable Streaming API option
- The Enable Custom Object Truncate option
- The Enable Improved Setup User Interface option
- The Enable Advanced Setup Search option
- Search overview
- Sidebar search
- Advanced search
- Global search
- Search settings
- The Enable "Limit to Items I Own" Search Checkbox option
- The Enable Document Content Search option
- The Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean option
- The Use Recently Viewed User Records for Blank and Auto-Complete Lookups option
- The Enable Drop-Down List for Sidebar Search option
- The Enable English-Only Spell Correction for Knowledge Search option
- The Enable Sidebar Search Autocomplete option
- The Enable Single-Search-Result Shortcut option
- The Number of Search Results Displayed Per Object option
- Lookup settings
- Enhanced lookups
- Lookup autocompletion
- Summary
- 2. User Management in Salesforce CRM
- An introduction to record ownership, profiles, and sharing
- Managing users in Salesforce CRM
- Viewing and editing user information
- Freezing user accounts
- Password management
- Password policies
- Forgot Password / Locked Account Assistance
- API Only User Settings
- Session management
- Session timeout
- Session settings
- Login page caching and autocomplete
- Identity confirmation
- Clickjack protection
- Cross-Site Request Forgery (CSRF) Protection
- Session Security Levels
- A how-to guide to help users grant login access to you
- Summary
- 3. Configuration in Salesforce CRM
- The relationship between a profile and the features that it controls
- Objects
- Fields
- Object relationships
- Apps
- Tabs
- Renaming labels for standard tabs, standard objects, and standard fields
- Creating custom objects
- Object Limits
- Creating custom object relationships
- Creating custom fields
- Dependent picklists
- Building relationship fields
- Lookup relationship options
- Master-detail relationship options
- Lookup filters
- Building formulas
- Basic formula
- Advanced formula
- Building formulas – best practices
- Building formula text and compiled character size limits
- Custom field governance
- Page layouts
- Record types
- Related lists
- List views
- Summary
- 4. Data Management
- The data access security model
- Organization-Wide Defaults (OWDs) for sharing
- OWD access level actions
- Public Full Access (Campaigns only)
- Public Read/Write/Transfer (Cases or Leads only)
- Public Read/Write
- Public Read Only
- Private
- No Access, View Only, or Use (Price Book only)
- Granting access using hierarchies
- Controlled by Parent
- External Organization-Wide Defaults (OWDs) for sharing
- Effects of modifying the default access type
- Granting users additional access
- Permission sets
- Role hierarchy
- Organization-Wide Defaults and sharing rules
- Sharing rules
- Account sharing rules
- Account territory sharing rules
- Campaign sharing rules
- Case sharing rules
- Contact sharing rules
- Lead sharing rules
- Opportunity sharing rules
- User sharing rules
- Custom object sharing rules
- Groups
- Effects of adding or modifying sharing rules
- Criteria-based sharing rules
- Manual sharing rules
- Manual sharing for user records
- Queues
- Sharing access diagram
- Data validation
- An overview of data import and export utilities
- Data Loader
- Best practices for mass data updating
- Weekly export
- Field sets
- Folders
- Recycle Bin
- Data storage utilization
- Summary
- 5. Data Analytics with Reports and Dashboards
- Reports
- The Report and Dashboard Folders section
- Creating New Report and Dashboard Folders
- Keep Favorite Report Folders In View
- Enhanced sharing for reports and dashboards
- Creating reports
- Standard report types
- Hiding standard report types
- Custom report types
- Running reports
- Printing and exporting reports
- Report considerations
- Report formats
- Groupings
- Custom summary formulas
- Bucket fields
- Changing the report format
- Dashboards
- Summary
- Reports
- 6. Implementing Business Processes in Salesforce CRM
- Workflow rules and the approval processes
- Workflow and approval actions
- Configuring e-mail alerts for workflow rules and approval processes
- Configuring tasks for workflow rules and approval processes
- Configuring field updates for workflow rules and approval processes
- Configuring outbound message notifications for workflow rules and approval processes
- Configuring workflow rules
- Approval process
- Configuring approval processes
- Visual Workflow
- Summary
- Workflow rules and the approval processes
- 7. Salesforce CRM Functions
- A functional overview of Salesforce CRM
- Marketing administration
- Campaign management
- Lead management
- Standard lead fields
- Lead business process
- Creating leads in Salesforce CRM
- Creating lead records within the application
- Manually creating leads with Web-to-Lead
- Manual importing of multiple leads
- Lead queue
- Creating and adding users to a lead queue
- Lead assignment rules
- Lead conversion
- 8. Extending Salesforce CRM
- Enterprise mash-ups in web applications
- Mash-ups in Salesforce CRM
- Server-side mash-ups
- Introduction to Visualforce
- Summary
- 9. Best Practices for Enhancing Productivity
- 10. Mobile Administration
- Accessing Salesforce Mobile products
- Salesforce mobile products' overview
- SalesforceA
- Salesforce Touch
- Salesforce1
- Salesforce1 supported devices
- Salesforce1 data availability
- Salesforce1 administration
- Salesforce1 mobile browser app access
- Salesforce1 desktop browser access
- Salesforce1 downloadable app access
- Salesforce1 notifications
- Salesforce1 branding
- Salesforce1 compact layouts
- Salesforce1 offline access
- Setting up Salesforce1 with the Salesforce1 Wizard
- Differences between Salesforce1 and the full Salesforce CRM browser app
- Salesforce Classic
- Summary
- Index
The considerations to be observed when creating object relationships are as follows:
- Create the object relationships as a first step before you start to build the custom fields, page layouts, and any related list
- The Related To entry cannot be modified after you have saved the object relationship
- When you're planning to create a master-detail relationship on an object, be aware that it can only be created before the object contains record data
- Clicking on Edit List Layout allows you to choose columns for the key views and lookups
- The Standard Name field is required for all custom object-related lists and also for any page layouts
-
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