Salesforce Essentials for Administrators

Salesforce Essentials for Administrators

Table of Contents

Salesforce Essentials for Administrators

Credits

About the Author

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

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 sections

Salesforce console definition and its need

Field-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

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 rules

Summary

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...