I’m still pinching myself. My new book Mastering Salesforce CRM Administrationwas out yesterday (03/27/2017). Salesforce.com is one of the fastest-growing and demanding technologies at the moment. Mastering Salesforce CRM Administration is a hands-on guide that will help Salesforce newbies (who have a basic knowledge of Salesforce), new or experienced Salesforce administrators, and developers who want to take their knowledge to the next level to become a Salesforce certified advanced administrator. As you go through the content, you will notice that this book focuses on real-world examples. This book builds upon these examples to help you understand and use the features of the Salesforce.com platform.
This book is all about mastering the Salesforce admin part, taking your skills as an administrator or developer and tuning them for the unique features of the Salesforce platform. I have discussed many complex topics in this book, such as territory management,forecasting,quota,escalation rule,knowledge base,Visual Workflow, Process Builder, deployment using Force.com Migration Tool and more. This book covers almost all the topics mentioned in Salesforce certified advanced administrator examination study guide.
Here’s a taste of what you’ll uncover:
Adopt Lightning Experience to improve the productivity of your organization’s sales team
Create and maintain service entitlements and entitlement processes
Process Builder basic and advanced concepts
Implement Customizable Forecast and quota management
Implement Knowledge base management to improve support reps productivity
Implement territory management
Exploring different ways to deploy application between environments including Force.com Migration Tool
Best practices for improving and enriching data quality
And yes, so much more.
I would like to take this opportunity to thank both of you (Jitendra Zaa and Vinay Chaturvedi) for the effort and expertise that you have contributed to reviewing, without which it would have been impossible to maintain the high standards of the book.
Vinay Chaturvedi is a Salesforce MVP, currently working as a principal consultant. He has been loving and living Salesforce since 2011.
Jitendra Zaa is a Salesforce MVP, author, and a Dreamforce speaker with more than 9 years of experience in web technologies and cloud platforms.
Learn how Salesforce.com’s approach to protecting customer data availability. In this session Salesforce.com cover trust, data protection programs, data backup, replication, and recovery techniques.
Tip #1 – Truncating Custom Objects
–> If you want to permanently remove all of the records from a custom object, then best way is truncate. It will keep the object and its metadata. To do this follow the below instruction
First enable this feature follow the path Name | Setup | App Setup | User Interface
Select “Enable Custom Object Truncate” checkbox , as shown in below image
Enable Custom Object Truncate
Follow the path Name | Setup | App Setup| Create | Objects, click on object name to go to object detail’s page
Click on Truncate button, It will pop-up a window where you have to type object name
Truncate custom object
Click on Truncate to complete this process
Note:- Once you truncate a custom object you can’t recover the records from the Recycle Bin. A copy of the truncated object appears in the Deleted Objects list for 15 days—during this period the object and its records continue to count toward your organization’s limits—and then the copied object and its records are permanently deleted.
–> If you want to delete all the data from your organization then use “Delete All Data” feature.It is available under Name | Setup | Administration Setup | Data management | Delete All Data and follow the instruction appear on the screen