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Salesforce Essentials for Administrators

更新時間：2021-08-05 17:40:58

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ThisbookistargetedatexpertadministratorsorprofessionalswhoarenewtoSalesforceandwanttolearnthevariousfeaturessupportedbytheplatforminashortspaceoftime.ThebookcanalsobeusedbyprofessionalspreparingforDeveloperandAdministratorcertificationexamsfromSalesforce.

目錄(81章)

倒序

封面
版權頁
Credits
About the Author
About the Reviewers
www.PacktPub.com
Support files eBooks discount offers and more
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
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
Index 更新時間：2021-08-05 17:40:58

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Salesforce Essentials for Administrators