Salesforce essentials for administrators : discover the administration fundamentals and challenges of Salesforce CRM / Mohith Shrivastava.

Format:

Book

Author/Creator:

Shrivastava, Mohith, author.

Series:

Professional expertise distilled

Language:

English

Subjects (All):

Salesforce.com (Firm).

Customer relations--Managament.

Customer relations.

Sales management.

Salesforce (Online service).

Physical Description:

1 online resource (158 p.)

Edition:

1st edition

Other Title:

Discover the administration fundamentals and challenges of Salesforce CRM

Place of Publication:

Birmingham, England : Packt Publishing, 2014.

Language Note:

English

System Details:

text file

Summary:

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 Salesforce.

Contents:

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

Notes:

"Professional Expertise Distilled."

Includes index.

Description based on online resource; title from PDF title page (ebrary, viewed October 22, 2014).

ISBN:

9781784393069

1784393061

OCLC:

895913621