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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
2
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
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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

Chapter 2. Configuring Salesforce

The aim of this chapter is to explain how to approach data modeling in Salesforce and how to map your business rules with the help of some out-of-the-box components provided by Salesforce (through simple clicks). The chapter will explain how some of the form validations can be written with the help of simple validation rules of the Salesforce platform. We will take a look at the configuration components provided out of the box by the platform, which includes page layouts, e-mail templates, workflows, approval processes, formulae, and record types. By the end of the chapter, you will be familiar with building an application using point and clicks.

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Salesforce Essentials for Administrators
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