Key Features
Book Description
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.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 realtime 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 realtime applications
Who this book is for
Table of Contents
- User Management and User Profiling
- Configuration Salesforce
- Reports and Dashboards
- Record Level Access Security and Audit Features Provided By Platform
- Session Management ,Data loader and Data loading Best Practices
- Troubleshooting Common Problems
- Sales and Service Cloud Overview
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