Browse Library
Sign In Start Free Trial
Close icon Search icon
Account
Browse Library Sign In Start Free Trial

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Salesforce Essentials for Administrators
  • Table Of Contents Toc
Salesforce Essentials for Administrators

Salesforce Essentials for Administrators

By : Mohit Shrivatsava
3.1 (9)
Buy this Book
close
close
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)
close
close
close
Preface
Icon
Preface
Icon
What this book covers
Icon
What you need for this book
Icon
Who this book is for
Icon
Conventions
Icon
Reader feedback
Icon
Customer support
Lock Free Chapter
1
1. User Management and User Profiling
Icon
1. User Management and User Profiling
Icon
License management
Icon
User management
Icon
Profile management
Icon
Delegated administration
Icon
Salesforce A
Icon
Summary
2
2. Configuring Salesforce
Icon
2. Configuring Salesforce
Icon
Data modeling
Icon
Workflows
Icon
E-mail templates
Icon
Approval process
Icon
Page layouts
Icon
Record types
Icon
Formulae
Icon
Validation rules
Icon
Summary
3
3. Reports and Dashboards
Icon
3. Reports and Dashboards
Icon
The report builder
Icon
Dashboards
Icon
Procedure for conditional highlighting
Icon
Analytic snapshots
Icon
Report types
Icon
Folders
Icon
Summary
4
4. Record-level Access, Security, and Audit Features
Icon
4. Record-level Access, Security, and Audit Features
Icon
Organization-wide sharing defaults
Icon
Sharing rules and manual sharing
Icon
Account team, opportunity team, and case team
Icon
Audit features
Icon
Folder security
Icon
Summary
5
5. Session Management, Data Loader, and Data Loading Best Practices
Icon
5. Session Management, Data Loader, and Data Loading Best Practices
Icon
Password policies
Icon
Session settings
Icon
Session management
Icon
Data loader
Icon
Importance of VLOOKUP and external IDs
Icon
Summary
6
6. Troubleshooting Common Problems
Icon
6. Troubleshooting Common Problems
Icon
Problem statement 1
Icon
Problem statement 2
Icon
Problem statement 3
Icon
Problem statement 4
Icon
Problem statement 5
Icon
Problem statement 6
Icon
Problem statement 7
Icon
Problem statement 8
Icon
Problem statement 9
Icon
Problem statement 10
Icon
Problem statement 11
Icon
Problem statement 12
Icon
Summary
7
7. An Overview of Sales and Service Cloud
chevron up
Icon
7. An Overview of Sales and Service Cloud
Icon
A sales cycle
Icon
Territory management
Icon
Forecasting
Icon
The service cloud
Icon
Entitlement management
Icon
Knowledge management
Icon
Content management
Icon
Live agent
Icon
Customer and partner community
Icon
Ideas and chatter answers
Icon
The SFA maturity model
Icon
Summary
8
Index
Icon
Index

The SFA maturity model

Salesforce is a complete matured tool for sales and service process management. You may have to write some business logic using workflows and triggers and approval processes along with the sales module of Salesforce.

The Salesforce sales module consists of the following:

  • Account management: Account management in Salesforce is robust. The account object in Salesforce can be used for business-to-business or business-to-customer modules.

  • Contact management: Salesforce provides a contact object to store contacts.

  • Lead management: The lead conversion process of Salesforce provides a mechanism to convert leads into accounts, contacts, and opportunities.

  • Opportunity management: Salesforce provides an opportunity object, and the stage field plays an important role in opportunity management.

  • Quote management: Salesforce has quote items. You can use Salesforce to generate quotes, and these quotes can be mailed in a PDF format. The process from quote to cash can be complicated...

CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Salesforce Essentials for Administrators
End of Section 7
Next Section
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected
Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful
Order Page Read Now

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon