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Salesforce Essentials for Administrators

You're reading from   Salesforce Essentials for Administrators Discover the administration fundamentals and challenges of Salesforce CRM

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Product type Paperback
Published in Oct 2014
Publisher
ISBN-13 9781784398071
Length 158 pages
Edition 1st Edition
Concepts
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Author (1):
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Mohit Shrivatsava Mohit Shrivatsava
Author Profile Icon Mohit Shrivatsava
Mohit Shrivatsava
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Table of Contents (9) Chapters Close

Preface 1. User Management and User Profiling FREE CHAPTER 2. Configuring Salesforce 3. Reports and Dashboards 4. Record-level Access, Security, and Audit Features 5. Session Management, Data Loader, and Data Loading Best Practices 6. Troubleshooting Common Problems 7. An Overview of Sales and Service Cloud Index

Summary

The aim of this chapter was to get acquainted with the profiles and user concepts in Salesforce. The motivation of this chapter was that as an administrator, we understand the platform capabilities provided to profile users, and manage licenses for a user, provide the right access to users, and maintain application access. The topics explained in this chapter included explaining profiles, roles, delegated administration, and the Salesforce A app fundamentals.

If you have not understood the concepts such as record types, page layouts, and so on, there is nothing to worry about as our next chapter will dive deep into these topics with examples. The next chapter will teach you how to build the blocks of Salesforce applications, such as page layout, workflows, approval process, formula fields, building relationships, and so on.

You have been reading a chapter from
Salesforce Essentials for Administrators
Published in: Oct 2014
Publisher:
ISBN-13: 9781784398071
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