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...
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham, England :
Packt Publishing
2014.
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| Edición: | 1st edition |
| Colección: | Professional expertise distilled
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| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009628703906719 |
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
- Basic configurations
