Salesforce Administrator Tutorial For Beginners
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| Author | : Vijay Kumar |
| Publisher | : Vijay Kumar |
| Total Pages | : 35 |
| Release | : 2023-09-11 |
| Genre | : Architecture |
| ISBN | : |
Salesforce eBook Overview:- This eBook is completely designed for that student who is interested to learn Salesforce from basic concept of Salesforce Administration Framework implementation with custom project scenarios. In this course I have covered complete syllabus of Salesforce Administration Framework from basics to advance with real-time scenarios based on live demo projects example in Salesforce. This course is designed for developers who want to learn how to use the Salesforce Administration Framework to build custom user interfaces on the Salesforce platform. It is suitable for developers who have experience with JavaScript and web development, and want to learn how to use the Salesforce Administration Framework to build modern, reactive user interfaces that can be easily integrated into Salesforce. It is also suitable for experienced Salesforce developers who want to learn how to use the Salesforce Cloud Computing Framework to build more efficient and scalable user interfaces. I have taken care of who are brand new to start Salesforce Career as a developer and want to grow their Career in Salesforce development. What are the requirements or prerequisites for taking this eBook? Basic Knowledge of Computer Basic Knowledge of Internet Surfing Basic Knowledge of Salesforce Admin Concepts Who is this course for? Software Professional Project Managers Developer Salesforce Administrator This course prepared for IT Professional and working on live project on office Students who learning Salesforce Administrator Students who learning Salesforce development This eBook prepared for that students who learning from internet and practice on his computer What will you be learn after taking this eBook? I created Eleven Chapters to Complete the syllabus of Salesforce Administration Framework. Chapter 1: Getting Started with Salesforce:- What is Salesforce? Understanding its features and capabilities Cloud computing and CRM explained Different Salesforce editions and their features Setting up a Salesforce account and logging in Navigating the Salesforce interface Chapter 2: Building a Strong Foundation:- Understanding Salesforce objects, records, and fields Creating custom objects and fields in Salesforce Data types and best practices for field creation Implementing data validation rules and unique constraints Chapter 3: Managing Data in Salesforce:- Data import/export techniques Data quality and cleansing strategies Using Data Loader and other tools for mass data management Introduction to Data Relationships: Lookup, Master-Detail, and Junction objects Chapter 4: Automating Processes with Workflows and Process Builder:- Introduction to automation in Salesforce Creating and managing workflows Utilizing Process Builder for more complex automation Best practices for designing efficient workflows Chapter 5: Customizing User Experience with Visualforce and Lightning Components:- Understanding user interfaces: Classic vs. Lightning Introduction to Visualforce: creating custom pages and components Building Lightning Components for enhanced user experience Integrating Lightning Components with Visualforce pages Chapter 6: Mastering Reports and Dashboards Importance of Reports and Dashboards in Salesforce Creating custom reports with various criteria and filters Designing insightful dashboards to display key metrics Sharing and scheduling reports and dashboards Chapter 7: Security and Access Management Overview of Salesforce security features Implementing user authentication and authorization Setting up profiles, permission sets, and role hierarchies Data sharing rules and record-level security Chapter 8: Introduction to the Salesforce AppExchange Exploring and installing third-party apps Best practices for evaluating and selecting apps Considerations for app integration and compatibility Chapter 9: Mobile Productivity with Salesforce Mobile App Benefits of mobile access to Salesforce Features and capabilities of the Salesforce Mobile App Configuring and customizing the mobile experience Security considerations for mobile usage Chapter 10: Advanced Administration and Development Introduction to Apex: Salesforce's programming language Creating triggers, classes, and controllers An overview of Lightning Web Components Integrating Salesforce with external systems using APIs Chapter 11: Best Practices for Salesforce Success Tips for effective Salesforce administration Data backup and disaster recovery strategies Continuous learning and staying up-to-date with Salesforce updates Case studies showcasing successful Salesforce implementations
| Author | : Sujay Ganguly |
| Publisher | : |
| Total Pages | : 122 |
| Release | : 2021-01-30 |
| Genre | : |
| ISBN | : |
This book content Salesforce Administration And Development Complete Tutorial, which help you to prepare, IF you start preparing yourself for the Salesforce Administration And Development then this books is best for you, here you can get all details that you need to lean for Salesforce Administrator And Development in step by step. Read all the topics of this books carefully and then do some practice in your free org, you will definitely became a Salesforce Administrator and Development. Also I added one more book link in the last page of this book, where you get most common question that are comes in Salesforce administration interview. Topics of Administration And Development Complete Tutorial Part 1-What is Salesforce-How to Create Object at Salesforce Classic-How to Create Field at Salesforce Classic-How to Make A Field Mandatory at Salesforce-What is Workflow Rule At Salesforce?-How To Create WorkFlow Rule At Salesforce-Field Update Using Workflow Rules At Salesforce-Email Template Salesforce-Text Email Template Salesforce-How Update User-Trigger Update Contact record using trigger when account record is updated -Trigger Upsert Contact record using trigger when account record is updated-Trigger Upsert Contact record using trigger when account record is updated-Undelete Trigger on Case-Various event on which a trigger-Type of Triggers-Context variables in triggers-Trigger Syntax-What is a Trigger?-Order of execution in Triggers-Trigger best practices-What is VisualForce-Visualforce Controllers-Visualforce page that shows Contact details using an Extension controller-Visualforce page that shows Account details using a standard controller-Visualforce Tag-Display your account name using a custom controller and input filed at visaulforce page-Salesforce Marketing Cloud advanced-Lightning Aura Component and Lightning Component-Salesforce Scenario Based Interview Questions And Answers-Freelancing Services At Salesforce
| Author | : Sharif Shaalan |
| Publisher | : Packt Publishing Ltd |
| Total Pages | : 457 |
| Release | : 2020-05-29 |
| Genre | : Computers |
| ISBN | : 1838987002 |
Get a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes. Key FeaturesUnderstand how to use core Salesforce objects for maximum efficiencyBuild various dashboards and reports to analyze results and improve visibility in your business processesLearn the basics of Salesforce administration and mobile app set upBook Description Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator. By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals. What you will learnUnderstand the difference between Salesforce Lightning and Salesforce ClassicCreate and manage leads in SalesforceExplore business development with accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective and flexible Salesforce security modelWho this book is for If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book.
| Author | : Rakesh Gupta |
| Publisher | : Packt Publishing Ltd |
| Total Pages | : 405 |
| Release | : 2017-03-27 |
| Genre | : Computers |
| ISBN | : 1786460769 |
Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.
| Author | : Liz Kao |
| Publisher | : John Wiley & Sons |
| Total Pages | : 423 |
| Release | : 2024-04-02 |
| Genre | : Business & Economics |
| ISBN | : 1394231679 |
Your easy-to-follow guide to the world’s leading cloud-based CRM software Salesforce gives your business an edge in tracking relationships and managing sales, marketing, customer service, and support operations. Salesforce For Dummies help you take advantage of key platform functionality and focus on making the most of its many features. Learn best practices to determine the right configuration to suit your business needs, and how to use apps, build widgets, and configure features to personalize your system for your business. Explore prospecting for leads, managing accounts, maintaining contacts, tracking products, calculating forecasts, and monitoring each customer’s service and support interactions with your business. Collaborate with colleagues by sharing information across a 360-degree view of all customer interactions, enhance your online marketing, gain real-time visibility into sales, and close deals faster. Get started with configuring Salesforce and set up the apps that your business needs Discover the latest updates to Salesforce, including Flow Builder, Lightning, and Einstein Improve business performance with reporting insights, collaborative communication features, and integrated sales and marketing processes Find new ways to improve productivity and reduce administration time Salesforce For Dummies is the fully updated, best-selling guide that helps new and existing users get up to speed with the world’s top CRM.
| Author | : Liz Kao |
| Publisher | : John Wiley & Sons |
| Total Pages | : 423 |
| Release | : 2024-05-07 |
| Genre | : Business & Economics |
| ISBN | : 1394231660 |
Your easy-to-follow guide to the world’s leading cloud-based CRM software Salesforce gives your business an edge in tracking relationships and managing sales, marketing, customer service, and support operations. Salesforce For Dummies help you take advantage of key platform functionality and focus on making the most of its many features. Learn best practices to determine the right configuration to suit your business needs, and how to use apps, build widgets, and configure features to personalize your system for your business. Explore prospecting for leads, managing accounts, maintaining contacts, tracking products, calculating forecasts, and monitoring each customer’s service and support interactions with your business. Collaborate with colleagues by sharing information across a 360-degree view of all customer interactions, enhance your online marketing, gain real-time visibility into sales, and close deals faster. Get started with configuring Salesforce and set up the apps that your business needs Discover the latest updates to Salesforce, including Flow Builder, Lightning, and Einstein Improve business performance with reporting insights, collaborative communication features, and integrated sales and marketing processes Find new ways to improve productivity and reduce administration time Salesforce For Dummies is the fully updated, best-selling guide that helps new and existing users get up to speed with the world’s top CRM.
| Author | : Liz Kao |
| Publisher | : John Wiley & Sons |
| Total Pages | : 416 |
| Release | : 2019-12-12 |
| Genre | : Business & Economics |
| ISBN | : 1119576326 |
Get up to lightning speed with this fully updated, bestselling guide to using Salesforce.com! Salesforce.com For Dummies, 7th Edition gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You’ll learn how to maximize the new user interface to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Written by Salesforce.com insiders with years of expertise in CRM services, this new edition covers the latest enhancements to Salesforce.com, the world's most popular customer relationship management software. You’ll find out how to determine the right configuration to suit your business needs, and how to use apps, widgets, and tools to personalize your system. Then, you’ll explore prospecting leads, managing accounts and partners, developing contacts, tracking products, calculating forecasts, and utilizing service and support. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter More than 150,000 companies worldwide use Salesforce.com as their CRM solution—if you’re a new or existing user looking to maximize the potential of the new UI, this book has everything you need.
| Author | : Paul Goodey |
| Publisher | : Packt Publishing Ltd |
| Total Pages | : 635 |
| Release | : 2016-12-21 |
| Genre | : Computers |
| ISBN | : 1786464527 |
Learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques About This Book See the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design considerations to set up and customize Salesforce CRM This is a pragmatic guide to the key functions of customizing and setting up the application for enterprise security, user and data management, process automation, analytics, and mobile features Step-by-step navigation and descriptions of the features of Salesforce CRM platform and clear guidance on the customization and administration of the application Identify what is covered to create your own improved study guide for the certified administrator examination Who This Book Is For This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new administrator or a more experienced professional, this book will enhance your knowledge and understanding of the features of Salesforce CRM. What You Will Learn Manage and administer user records and password policies Configure and control the various organization-wide user interface features in Salesforce CRM Set up and maintain users, profiles, and permission sets and administer appropriate security and login access mechanisms Apply organization security Understand the capabilities of the Salesforce CRM sharing model Create, delete, and customize fields, page layout, and list views for custom and standard objects Find out how Apex and Visualforce coding can be used in Salesforce CRM Implement the mechanisms for data management Discover the tools to import, update, transfer, and mass delete data In Detail Salesforce CRM's Winter '17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination. Style and approach This book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. Filled with examples and use cases, the book presents the facts along with seasoned advice and real-world examples to ensure you have all the resources you need to become a more informed Salesforce Administrator.
| Author | : Justin Davis |
| Publisher | : |
| Total Pages | : |
| Release | : 2013 |
| Genre | : |
| ISBN | : 9780133832013 |
12+ Hours of Video Instruction Overview Salesforce.com Certified Administrator LiveLessons provides over 12 hours of live instruction to help you prepare for the Salesforce.com Certified Administrator exam. Hands-on video lessons detail the fundamentals necessary to perform every day tasks such as creating new fields, modifying reports, importing data, and managing users. All topics within the exam are covered so you have a full resource for passing the exam and also performing the basic day-to-day tasks of a system administrator. Drawing on first-hand experience as a Salesforce implementer of over 400 projects and a former Salesforce.com administrator, Justin Davis provides a level of detail known only to experts who are hands-on in the system on a daily basis. Description Salesforce.com Certified Administrator LiveLessons contains 18 individual video lessons with over 12 hours of video training. The videos detail hands-on live instruction using Salesforce.com. Justin Davis walks you through each key objective for the Salesforce.com Certified Administrator exam while also providing real-world examples for using Salesforce.com so you can prepare for the test and learn how to administer within a Salesforce environment. Major sections are as follows: Part 1-Basic Configuration of Salesforce.com Lesson 1: Navigation Lesson 2: System Information Lesson 3: Managing Users Lesson 4: Getting Help Lesson 5: Records Management Lesson 6: Products and Pricebooks Part 2-Intermediate Configuration of Salesforce.com Lesson 7: Leads Management Lesson 8: Quotes Management Lesson 9: Outlook Integration Lesson 10: Workflow and Approval Processes Lesson 11: Managing Cases Lesson 12: Communities Lesson 13: AppExchange Apps Lesson 14: Dashboards and Reports Lesson 15: Collaboration Lesson 16: Mobile Administration Lesson 17: Security Lesson 18. Data Management About the Instructor Justin Davis is the chief operations officer of MK Partners, a full-service Salesforce consulting and implementation firm in Los Angeles. Developing on the Salesforce platform for more than five years, he has overseen 400+ Salesforce implementations for corporate, non-profit, and government clients throughout the United States. Justin is the author of Teach Yourself VISUALLY Salesforce.com . Skill Level Beginning What You Will Learn Navigation System Information Managing Users Getting Help Records Management Products and Pricebooks Leads Management Quotes Management Outlook Integration Wo...
| Author | : Tom Wong |
| Publisher | : John Wiley & Sons |
| Total Pages | : 432 |
| Release | : 2014-04-09 |
| Genre | : Computers |
| ISBN | : 1118825845 |
Your fun and easy introduction to Salesforce.com and its latest tools The frontrunner in the customer relationship management (CRM) market, Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Salesforce.com For Dummies lends you an edge in building those relationships and managing your company?s sales, marketing, customer service, and support operations. With this accessible guide, you will learn how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Covers the latest enhancements to Salesforce.com, the world?s most popular customer relationship management software, and explains how to choose the right configuration to suit your business needs Written by Salesforce.com insiders with years of expertise in CRM services Details how to personalize your system, prospect leads, manage accounts and partners, develop contacts, track products, calculate forecasts, drive demand, utilize service and support, share insights with Chatter, enhance your online marketing, and more Close deals faster, gain real-time visibility into sales, and collaborate instantly with help from Salesforce.com For Dummies.
