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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
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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

Sharing rules and manual sharing

When the organization-wide settings are set to Private or Public Read Only, sometimes, as per business need, we will have to share the record with other users apart from the record owner and users higher in the role hierarchy. OWD sets the restrictions, and additional mechanisms open up access. To provide this access, Salesforce provides a component known as Sharing Rules. With sharing rules, one can share records with users who don't have access to the records. Sharing rules allocate access to users in public groups, roles, or territories. They grant users who have no access, due to the OWD settings, additional access to the records. There are various ways a record can be shared. Let's discuss all of them one by one. One can navigate to the Sharing Settings screen and configure sharing rules.

Record ownership-based rules

While configuring record ownership-based rules, the user will need to select which records to be shared and which users these records need...

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Salesforce Essentials for Administrators
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