Salesforce Essentials for Administrators
| By: | Mohit Shrivatsava |
| Publisher: | Packt Publishing |
| Print ISBN: | 9781784398071 |
| eText ISBN: | 9781784393069 |
| Edition: | 1 |
| Copyright: | 2014 |
| Format: | Reflowable |
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Details
Table of Contents
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