Salesforce Essentials for Administrators电子书

Salesforce Essentials for Administrators

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