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Salesforce Essentials for Administrators

By : Mohit Shrivatsava
Book Image

Salesforce Essentials for Administrators

By: Mohit Shrivatsava

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Salesforce Essentials for Administrators
Mohit Shrivatsava
Oct, 2014 | 158 pages
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Table of Contents (14 chapters)
Salesforce Essentials for Administrators
Salesforce Essentials for Administrators
Credits
Credits
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
User Management and User Profiling
User Management and User Profiling
License management
User management
Profile management
Delegated administration
Salesforce A
Summary
2
Configuring Salesforce
Configuring Salesforce
Data modeling
Workflows
E-mail templates
Approval process
Page layouts
Record types
Formulae
Validation rules
Summary
3
Reports and Dashboards
Reports and Dashboards
The report builder
Dashboards
Procedure for conditional highlighting
Analytic snapshots
Report types
Folders
Summary
4
Record-level Access, Security, and Audit Features
Record-level Access, Security, and Audit Features
Organization-wide sharing defaults
Sharing rules and manual sharing
Account team, opportunity team, and case team
Audit features
Folder security
Summary
5
Session Management, Data Loader, and Data Loading Best Practices
Session Management, Data Loader, and Data Loading Best Practices
Password policies
Session settings
Session management
Data loader
Importance of VLOOKUP and external IDs
Summary
6
Troubleshooting Common Problems
Troubleshooting Common Problems
Problem statement 1
Problem statement 2
Problem statement 3
Problem statement 4
Problem statement 5
Problem statement 6
Problem statement 7
Problem statement 8
Problem statement 9
Problem statement 10
Problem statement 11
Problem statement 12
Summary
7
An Overview of Sales and Service Cloud
An Overview of Sales and Service Cloud
A sales cycle
Territory management
Forecasting
The service cloud
Entitlement management
Knowledge management
Content management
Live agent
Customer and partner community
Ideas and chatter answers
The SFA maturity model
Summary
Index
Index

Live agent

This feature is like a live chat where a button is placed on the website or portal and on clicking it, the customer or end user can chat with the agent. As an administrator, you can route the chat based on the agent's skills.

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