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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.
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| Colección: | Professional expertise distilled.
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| Temas: | |
| Acceso en línea: | Texto completo Texto completo |
Tabla de Contenidos:
- 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.
- 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.
- 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.
- 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.
- 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.