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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
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
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
4
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
6
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

Dashboards

Dashboards are an important means of visualization of data. For management activities, dashboards provide a quick estimation to track progress. We will soon see that the prerequisites to build dashboards are reports. Reports form the source for the dashboards.

To create a dashboard, navigate to the Reports tab as discussed in the The report builder section and click on New Dashboard to generate a dashboard. The fundamental thing to draw a dashboard is dragging a report to the dashboard area or template. Now, we will discuss the dashboard templates one by one and where they best fit.

The following screenshot illustrates various types of dashboard components:

Dashboards

The various types of dashboard components are as follows:

  • Bar charts (vertical and horizontal)
  • Line charts
  • Pie charts
  • Donut charts
  • Funnel charts
  • Scatter charts
  • Gauge charts
  • Metric charts
  • Tabular charts

Bar charts

Bar charts are used when we have a summary report with a single grouping or when we have multiple groupings but we want to display...

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Salesforce Essentials for Administrators
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