Author: zeusexam

Global duplicate management What if we decide to activate duplicate management after our sales reps have already created lots of leads? We cannot ask all our sales reps to open leads one by one to check duplicates and merge them; that will definitely be a waste of time. For this purpose, we can use duplicate…

Exploring and customizing rules In this section, we will learn how to customize the duplicate and matching rules. Customizing duplicate rules As we have already seen in the previous sections, duplicate rules are used to alert on potential duplicates or prevent potential duplicates for a given record (if it is used on objects other than…

Customizing matching rules A matching rule defines how duplicate records are identified. We have predefined standard matching rules, but we can create new matching rules by going to Setup | Duplicate Management | Matching Rules and clicking on New Rule. Select the External Contact object. Let’s create a rule with the following configuration: Matching rule…

Considerations regarding duplicate management We can have up to 5 active duplicate rules per object and up to 3 matching rules on each duplicate rule (and 1 matching rule per object). We can also have up to 5 matching rules (active or not) per object, a total of 25 matching rules (active) on all objects,…

Salesforce CRM Content Management In this chapter, we’ll analyze a way to handle data in a documented format, using the Salesforce CRM Content feature. We will learn how to use Salesforce CRM Content to organize, share, search, and manage all types of corporate files within our organization. We will also learn how to set up…

Further Salesforce CRM Content options We can define multilanguage support in Setup | Salesforce CRM Content | Enable multilanguage search and contribute. With this option, a new Language picklist is shown when editing and searching for content in the Content page: The language search filter for multilanguage setup Moreover, libraries can be displayed on communities…

Adding files to libraries Add a new file using the Add Files button in Lightning Experience. You can upload a new file to a given library’s folder/subfolder. After a file is created, you can view most of its metrics: File details on Lightning Experience There no such thing as tagging. Let’s switch back to Salesforce…

Content packs A content pack is a collection of related content items that are stored as a group within Salesforce CRM Content (for example, product-related documents or generic company policies). Using the Create New… | Content Pack button on the library main page, we can create a new content pack (note that Adobe Flash is…

Mastering Reports Reports give you access to your Salesforce data and can be used as an important metric for your company’s business. With reporting, you can look at all the open cases and see which agent is taking longer to close a case (thereby understanding whether you need to share internal knowledge to make users…

Report types The Salesforce platform provides some predefined standard report types that involve diverse objects and conditions (which cannot be modified) and a huge list of custom prebuilt custom report types that are free to use. An exhaustive list of built-in report types can be found at https://help.salesforce.com/articleView?id=reports_report_type_reference.htm&type=5. To create a new report type, go…