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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
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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
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Index
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Index

Preface

Salesforce as a CRM and as a platform is growing rapidly, and the demand for good Salesforce administrators and developers is also increasing rapidly. The developers or administrators who enter this world often feel the need for a write-up, which will cover the basic concepts with illustrations. This book is an attempt to fill this need. To make the concepts clear, this book focuses on screenshots followed by their explanations. The prerequisite to understanding this book is a basic knowledge of Salesforce as a CRM. This book will cover concepts such as profile management, security management, advanced validations, advanced formula fields, approval process configuration, user adoption improvements through reports and dashboards, and basic sales and service cloud features provided by the Salesforce CRM.

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Tech Concepts
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Programming languages
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Salesforce Essentials for Administrators
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