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Salesforce Essentials for Administrators - Mohit Shrivatsava

Salesforce Essentials for Administrators

By: Mohit Shrivatsava

eText | 10 October 2014 | Edition Number 1

At a Glance

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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

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