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Salesforce Essentials for Administrators
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Table of Contents
Salesforce Essentials for Administrators
Credits
About the Author
About the Reviewers
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
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 sections
Salesforce console definition and its need
Field-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
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 rules
Summary
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
4. Record-level Access, Security, and Audit Features
Organization-wide sharing defaults
User Visibility settings
Profile-level Modify All and View All settings for objects
Sharing 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
5. Session Management, Data Loader, and Data Loading Best Practices
Password policies
Session settings
Session management
Data loader
Importance of VLOOKUP and external IDs
Summary
6. Troubleshooting Common Problems
Problem 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
7. An Overview of Sales and Service Cloud
A sales cycle
Territory management
Basic configurations
Account assignment rules
Forecasting
Customizable forecasting
Collaborative forecasting
The service cloud
Entitlement management
Knowledge management
Content management
Live agent
Customer and partner community
Ideas and chatter answers
The SFA maturity model
Summary
Index
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Salesforce Essentials for Administrators
Copyright © 2014 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: October 2014
Production reference: 1031014
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-78439-807-1
www.packtpub.com
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Author
Mohith Shrivastava
Reviewers
Chetan S. Bhelonde
Edwin Hendrick
Bhawani Shankar Sharma
Commissioning Editor
Kunal Parikh
Acquisition Editor
Sonali Vernekar
Content Development E...
