Salesforce Essentials for Administrators

Discover the administration fundamentals and challenges of Salesforce CRM
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Salesforce Essentials for Administrators

Mohith Shrivastava

Discover the administration fundamentals and challenges of Salesforce CRM
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Book Details

ISBN 139781784398071
Paperback158 pages

Book Description

Salesforce is one of the leading platforms for developing cloud-based applications. Primarily, Salesforce is designed for managing the sales processes of an organization, but the platform can be leveraged to develop custom applications. It runs on the Force.com platform. With the advantage of having reduced development costs, we can deliver applications in a very short time span. With this book, administrators will learn to tackle a lot of things that pop up in their daily routine.

This book is a comprehensive guide that explains user management, profile management, and the basic building blocks of an application. The book proceeds by explaining the troubleshooting skills needed for an administrator. The best practices and disciplines of data loading are discussed in detail. The book concludes with an overview of sales and service cloud features so that the reader is ready for the advanced configurations of this module. By the end of the book, you will be a competent administrator who can manage and maintain the Salesforce data of your organization successfully.

Table of Contents

Chapter 1: User Management and User Profiling
License management
User management
Profile management
Delegated administration
Salesforce A
Summary
Chapter 2: Configuring Salesforce
Data modeling
Workflows
E-mail templates
Approval process
Page layouts
Record types
Formulae
Validation rules
Summary
Chapter 3: Reports and Dashboards
The report builder
Dashboards
Procedure for conditional highlighting
Analytic snapshots
Report types
Folders
Summary
Chapter 4: Record-level Access, Security, and Audit Features
Organization-wide sharing defaults
Sharing rules and manual sharing
Account team, opportunity team, and case team
Audit features
Folder security
Summary
Chapter 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
Chapter 6: Troubleshooting Common Problems
Problem statement 1
Problem statement 2
Problem statement 3
Problem statement 4
Problem statement 5
Problem statement 6
Problem statement 7
Problem statement 8
Problem statement 9
Problem statement 10
Problem statement 11
Problem statement 12
Summary
Chapter 7: An Overview of Sales and Service Cloud
A sales cycle
Territory management
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

What You Will Learn

  • Understand how licensing, profiling, and security settings are set for users
  • Perform data modeling and use Salesforce components such as workflows, approvals, validations, layouts, and record types to solve business problems
  • Get to know the reporting basics and use Salesforce analytics to build reports and dashboards
  • Troubleshoot common challenges that administrators face in real-time businesses
  • Get to grips with the Sales Cloud and Service Cloud features provided by the platform
  • Utilize tools such as the data loader to load data into Salesforce
  • Load data using an external ID and understand the importance of Excel VLOOKUP
  • Get familiar with the overall administrator responsibilities for real-time applications

Authors

Table of Contents

Chapter 1: User Management and User Profiling
License management
User management
Profile management
Delegated administration
Salesforce A
Summary
Chapter 2: Configuring Salesforce
Data modeling
Workflows
E-mail templates
Approval process
Page layouts
Record types
Formulae
Validation rules
Summary
Chapter 3: Reports and Dashboards
The report builder
Dashboards
Procedure for conditional highlighting
Analytic snapshots
Report types
Folders
Summary
Chapter 4: Record-level Access, Security, and Audit Features
Organization-wide sharing defaults
Sharing rules and manual sharing
Account team, opportunity team, and case team
Audit features
Folder security
Summary
Chapter 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
Chapter 6: Troubleshooting Common Problems
Problem statement 1
Problem statement 2
Problem statement 3
Problem statement 4
Problem statement 5
Problem statement 6
Problem statement 7
Problem statement 8
Problem statement 9
Problem statement 10
Problem statement 11
Problem statement 12
Summary
Chapter 7: An Overview of Sales and Service Cloud
A sales cycle
Territory management
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

Book Details

ISBN 139781784398071
Paperback158 pages
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