About this document

Salesforce Admin Best Practices Guide by Jose Tabeayo is a document available to read on EtoBox.

The administrator should: 1. Create a new report type with Event as the primary object and Contact as a related object to pull contact fields into the custom Event report. 2. Use an external ID field as an identifier when importing and updating records from a separate financial system. 3. Suggest installing an AppExchange app in a sandbox and checking edition compatibility to test the app before installing in a production org.

Author

Jose Tabeayo

Language

EN