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Salesforce essentials for administrators : discover the administration fundamentals and challenges of Salesforce CRM /
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 Salesforc...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham, U.K. :
Packt Pub.,
2014.
|
| Colección: | Professional expertise distilled.
|
| Temas: | |
| Acceso en línea: | Texto completo Texto completo |
MARC
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| 100 | 1 | |a Shrivastava, Mohith. | |
| 245 | 1 | 0 | |a Salesforce essentials for administrators : |b discover the administration fundamentals and challenges of Salesforce CRM / |c Mohith Shrivastava. |
| 246 | 3 | 0 | |a Discover the administration fundamentals and challenges of Salesforce CRM |
| 260 | |a Birmingham, U.K. : |b Packt Pub., |c 2014. | ||
| 300 | |a 1 online resource (1 volume) : |b illustrations | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 347 | |a text file | ||
| 490 | 1 | |a Professional expertise distilled | |
| 588 | 0 | |a Online resource; title from cover page (Safari, viewed November 5, 2014). | |
| 500 | |a Includes index. | ||
| 505 | 0 | |a Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: User Management and User Profiling; License management; The User license; The Featured license; User management; Activating a user; Resetting the user password; Freezing a user; Resetting a user''s e-mail address; Organization-wide password policy; Expiring all passwords; Mobile administration; Viewing the login history; Network access and profile-based login IP ranges; Profile management; Objects and fields; Tabs; Applications; Page layouts; Configuring a profile. | |
| 505 | 8 | |a The Profile Detail, Console Settings, and Page Layouts sectionsField-level security; Custom app settings and connected app settings; Tab settings; Record type settings; Administrative permissions and general user permissions; Object permissions; Apex and Visualforce access; Delegated administration; Salesforce A; Summary; Chapter 2: Configuring Salesforce; Data modeling; Lookup relationship; Master-detail relationships; Many-to-many relationships (concept of a junction object); Hierarchical relationships; Workflows; E-mail templates; Approval process; Page layouts; Record types; Formulae. | |
| 505 | 8 | |a Validation rulesSummary; Chapter 3: Reports and Dashboards; The report builder; Tabular reports; Report builder components; Data visibility in reports; The Date Field filter; Summary reports; PARENTGROUPVAL; PREVGROUPVAL; Matrix reports; Joined reports; Dashboards; Bar charts; Line charts; Pie charts; Donut charts; Funnel charts; Scatter charts; Metric charts; Procedure for conditional highlighting; Analytic snapshots; Report types; Folders; Summary; Chapter 4: Record-level Access, Security, and Audit Features; Organization-wide sharing defaults; User Visibility Settings. | |
| 505 | 8 | |a Profile-level Modify All and View All settings for objectsSharing rules and manual sharing; Record ownership-based rules; Criteria-based sharing rules; Manual sharing; Apex-based sharing; Account team, opportunity team, and case team; Account team members; Opportunity team members; Case team members; Audit features; Audit log; E-mail log files; Batch jobs; Scheduled jobs; Folder security; Summary; Chapter 5: Session Management, Data Loader, and Data Loading Best Practices; Password policies; Session settings; Session management; Data loader; Importance of V-lookup and external IDs; Summary. | |
| 505 | 8 | |a Chapter 6: Troubleshooting Common ProblemsProblem statement 1; Debugging steps; Problem statement 2; Debugging steps; Problem statement 3; Debugging steps; Problem statement 4; Debugging steps; Problem statement 5; Debugging steps; Problem statement 6; Debugging steps; Problem statement 7; Debugging steps; Problem statement 8; Debugging steps; Problem statement 9; Debugging steps; Problem statement 10; Debugging steps; Problem statement 11; Debugging steps; Problem statement 12; Debugging steps; Summary; Chapter 7: An Overview of Sales and Service Cloud; A sales cycle; Territory management. | |
| 520 | |a 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. | ||
| 546 | |a English. | ||
| 590 | |a O'Reilly |b O'Reilly Online Learning: Academic/Public Library Edition | ||
| 590 | |a ProQuest Ebook Central |b Ebook Central Academic Complete | ||
| 590 | |a eBooks on EBSCOhost |b EBSCO eBook Subscription Academic Collection - Worldwide | ||
| 610 | 2 | 0 | |a Salesforce.com (Firm) |
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| 650 | 0 | |a Computing platforms. | |
| 650 | 0 | |a Cloud computing. | |
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| 650 | 7 | |a Computing platforms |2 fast | |
| 776 | 0 | 8 | |i Print version: |a Shrivastava, Mohith. |t Salesforce Essentials for Administrators. |d Birmingham : Packt Publishing, ©2014 |z 9781784398071 |
| 830 | 0 | |a Professional expertise distilled. | |
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