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  • Book Overview & Buying Salesforce Essentials for Administrators
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Salesforce Essentials for Administrators

Salesforce Essentials for Administrators

By : Mohit Shrivatsava
3.1 (9)
Buy this Book
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Salesforce Essentials for Administrators

Salesforce Essentials for Administrators

3.1 (9)
By: Mohit Shrivatsava
Buy this Book

Overview of this book

This book is targeted at expert administrators or professionals who are new to Salesforce and want to learn the various features supported by the platform in a short space of time. The book can also be used by professionals preparing for Developer and Administrator certification exams from Salesforce.
Table of Contents (9 chapters)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
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1
1. User Management and User Profiling
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1. User Management and User Profiling
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License management
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User management
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Profile management
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Delegated administration
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Salesforce A
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Summary
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2. Configuring Salesforce
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2. Configuring Salesforce
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Data modeling
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Workflows
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E-mail templates
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Approval process
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Page layouts
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Record types
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Formulae
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Validation rules
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Summary
3
3. Reports and Dashboards
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3. Reports and Dashboards
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The report builder
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Dashboards
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Procedure for conditional highlighting
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Analytic snapshots
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Report types
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Folders
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Summary
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4. Record-level Access, Security, and Audit Features
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4. Record-level Access, Security, and Audit Features
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Organization-wide sharing defaults
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Sharing rules and manual sharing
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Account team, opportunity team, and case team
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Audit features
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Folder security
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Summary
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5. Session Management, Data Loader, and Data Loading Best Practices
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5. Session Management, Data Loader, and Data Loading Best Practices
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Password policies
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Session settings
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Session management
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Data loader
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Importance of VLOOKUP and external IDs
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Summary
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6. Troubleshooting Common Problems
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6. Troubleshooting Common Problems
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Problem statement 1
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Problem statement 2
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Problem statement 3
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Problem statement 4
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Problem statement 5
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Problem statement 6
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Problem statement 7
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Problem statement 8
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Problem statement 9
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Problem statement 10
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Problem statement 11
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Problem statement 12
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Summary
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7. An Overview of Sales and Service Cloud
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7. An Overview of Sales and Service Cloud
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A sales cycle
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Territory management
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Forecasting
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The service cloud
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Entitlement management
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Knowledge management
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Content management
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Live agent
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Customer and partner community
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Ideas and chatter answers
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The SFA maturity model
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Summary
8
Index
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Index

Salesforce A

Salesforce A is a mobile application available on the App Store or the Google Play store on Android devices to administer common admin-related activities from a mobile client.

The Salesforce A mobile app offers greater flexibility for Salesforce administrators. With Salesforce A, you can perform essential user management tasks—including editing user details, resetting passwords, assigning permission sets, and unlocking, freezing, and deactivating user accounts—all from your mobile device. The following is a screenshot of the app:

Salesforce A

The following explanation helps us figure out how to use the Salesforce A app:

  • 1: Tap on the search box to search for users in your organization. In the search box, type a few letters of a user's name, and then select it from the list that appears.
  • 2: Tap on Frozen Users or Locked Out Users to open a list of frozen or locked user accounts. From the list, tap on a user to view and edit the user's details.
  • 3: Tap on Recently Viewed Users to open a list of users you most recently accessed.
  • 4: View the date, time, and type of the next scheduled maintenance.
  • 5: Verify your username, organization name, and the type of organization you're logged into. Tap on Log Out to log out of your account.
  • 6: Tap on Release Notes to view the latest release notes in HTML format (The HTML format release notes are currently in beta stage.)
  • 7: Tap on Feedback to take a short survey.
CONTINUE READING
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Tech Concepts
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Programming languages
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Salesforce Essentials for Administrators
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