RAPID LEARNING SALESFORCE ADMINISTRATION
RAPID LEARNING SALESFORCE ADMINISTRATION
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RAPID LEARNING SALESFORCE ADMINISTRATION

Last updated on 2015-09-15

About the Book

Info

Salesfore is cloud based CRM - Customer Relationship Management application.

Salesforce home page is at https://www.salesforce.com.

 

Book content

This book is collection of standalone tutorials.

This means that each tutorial contains minimum amount of instructions needed to explain specific functionality.

 

How to use this book

This book can be used as an introduction to Salesfore covering all of the basic core functionalities.

In addition book will be updated with more tutorials covering more specific subjects.

Book is also intended as Just In Time Support so that user can learn what it needs when it needs it.

This is why tutorials are standalone and minimalistic focusing only at one problem at the time.

You should however first go through the main features of framework to familiarize yourself with the core concepts.

This can be done by first going through the main chapters as deep as you see fit.

Then later you can come back to explore other more specific chapters as you need them.

 

Table of Contents

1. Introduction

1.1      What is Salesforce

1.2      Create salesforce.com development org

1.3      Login

 

2. Data Model

 

2.1      Custom Objects

2.1.1        View list of Custom Objects

2.1.2        Create Custom Object

2.1.3        Edit Custom Object

2.1.4        Delete Custom Object

2.2      Fields

2.2.1        Create Field

2.2.1.1         Show Custom Fields

2.2.1.2         Step 1. Choose Field Type

2.2.1.3         Step 2. Define Field Parameters

2.2.1.4         Step 3. Establish field-level security

2.2.1.5         Step 4. Add to Page Layout

2.2.2        Field Types

2.2.2.1         Auto Number

2.2.2.2         Formula

2.2.2.3         Roll-Up Summary

2.2.2.4         Lookup Relationship

2.2.2.5         Master-Detail Relationship

2.2.2.6         Checkbox

2.2.2.7         Currency

2.2.2.8         Date

2.2.2.9         Date/Time

2.2.2.10      Email

2.2.2.11      Geolocation

2.2.2.12      Number

2.2.2.13      Percent

2.2.2.14      Phone

2.2.2.15      Picklist

2.2.2.15.1    Define default picklist value

2.2.2.15.2    Create Dependent picklist

2.2.2.16      Picklist (Multi-Select)

2.2.2.17      Text

2.2.2.18      Text Area

2.2.2.19      Text Area (Long)

2.2.2.20      Text Area (Rich)

2.2.2.21      Text (Encrypted)

2.2.2.22      URL

2.2.3        Standard Fields

2.2.3.1         Record Owner

2.3      Record Types

2.3.1        View Record Types of specific Object

2.3.2        Create new Record Type for specific Object

2.3.3        Edit picklist values available for Record Type

2.3.4        Assign Page Layout for each Profile and Record Type combination

 

3. User interface

 

3.1      Objects Home Page

3.1.1        Create Objects Home Page

3.1.2        Delete Objects Home Page

3.1.3        View Objects Home Page

3.1.4        Edit Objects Home Page

3.2      Records

3.2.1        View list of Records

3.2.2        Create Record

3.2.3        View Record

3.2.4        Edit Record

3.2.5        Delete Record

3.3      Tabs

3.3.1        View All Tabs

3.3.2        Custom Object Tabs

3.3.2.1         View Custom Tabs

3.3.2.2         Create Custom Tab

3.3.2.3         Edit Custom Tab

3.3.2.4         Delete Custom Tab

3.4      Applications

3.4.1        View list of all Applications

3.4.2        Create Application

3.4.3        Edit Application

3.4.4        Delete Application

3.4.5        Open Application

3.5      Global Search

3.5.1        Use Global Search

3.6      Quick Create

3.6.1        Enable/Disable Quick Create

3.7      Recycle Bin

3.7.1        View items in Recycle Bin

3.7.2        Delete items from Recycle Bin

3.7.3        Empty your Recycle Bin

3.8      List View

3.8.1        Show List Views

3.8.2        Create List View

3.8.3        Execute List View

3.8.4        Delete List View

3.8.5        Edit List View

3.9      Page Layout

3.9.1        View Page Layouts for specific Object

3.9.2        Create New Page Layout

3.9.3        Delete Page Layout

3.9.4        Edit Page Layout

3.10   Sites

3.10.1      Force.com Sites

3.10.1.1      Show list of Sites

3.10.1.2      Show list of Pages

3.10.1.3      Register Force.com Domain

3.10.1.4      Create Force.com Page

3.10.1.5      Create Force.com Site

3.10.1.6      Activate/Deactivate Force.com Site

3.10.1.7      Open Force.com Site

3.10.2      Site.com Sites

3.10.2.1      Enable Site.com Privileges

3.10.2.2      Access Site.com Interface

3.10.2.3      Create Site.com Site

3.10.2.4      Create Site.com Page

3.11   Portals

3.11.1      Customer Portal

3.11.1.1      Create Customer Portal

3.11.2      Partner Portal

3.11.2.1      Enable Partner Portal

3.11.2.2      View Partner Portal Settings

3.11.2.3      Convert Account to Partner Portal Account

3.11.2.4      Create Partner Portal User from Contact

3.11.2.5      Login into Partner Portal

 

4. Business Logic

 

4.1      Validation Rules

4.1.1        Create Validation Rule

4.2      Workflows

4.2.1        Workflow Rule

4.2.2        Create Workflow Rule

4.2.3        Checking Workflow process

4.2.3.1         Workflow queue

4.3      Approval Process

4.3.1        Approval Process Steps

4.3.2        View Approvals Section

4.3.3        Create Approval Process

4.3.4        Different Setups

 

5. Security

 

5.1      Users

5.1.1        Basic User Procedures

5.1.1.1         View Users

5.1.1.2         Edit User

5.1.2        User Specific Procedures

5.1.2.1         Password/Security Token

5.1.2.1.1      Reset Password/Security Token for Multiple Users

5.1.2.1.2      Reset Password/Security Token for Single User

5.1.2.1.3      Reset Password/Security Token for yourself

5.1.2.2         Login

5.1.2.2.1      Login with temporary password

5.1.2.2.2      Login with regular password

5.1.2.2.3      Login from new device

5.1.2.3         Logout

5.2      Profiles

5.2.1        Basic Profile Procedures

5.2.1.1         View Profiles

5.2.1.2         Create Profile

5.2.1.3         Edit Profile

5.2.1.4         Delete Profile

5.2.2        Profile Specific Procedures

5.2.2.1         Assign Profile to user

5.2.2.2         Object Permissions

5.2.2.3         Field Level Security

5.2.2.3.1      Edit FLS for all object fields for a single profile

5.2.2.3.2      Edit FLS for a single field for all Profiles

5.3      Permission Sets

5.3.1        Define Field Level Security – For all object fields for a single permission set

5.4      OWD - Organization Wide Defaults

5.4.1        View OWD

5.4.2        Edit OWD for specific Object

5.5      Roles

5.5.1        View Existing Roles

5.5.2        Create New Role

5.5.3        Delete Existing Role

5.5.4        Edit Existing Role

5.5.5        Assign/Remove Multiple Users to/from a specific Role

5.5.6        Assign/Remove Single User to/from a specific Role

5.6      Sharing Rules

5.6.1        View Sharing Rules

5.6.2        Create Sharing Rules based on record owner

5.6.3        Create Sharing Rules based on criteria

5.6.4        Delete Sharing Rule

5.6.5        Edit Sharing Rule

5.7      Manual Sharing

5.7.1        View Manual Sharing

5.7.2        Create Manual Sharing

5.7.3        Delete Manual Sharing

5.7.4        Edit Manual Sharing

5.8      Public Groups

5.8.1        View list of Public Groups

5.8.2        Create Public Group

5.8.3        Use Group in Sharing Rules

 

6. Reporting

 

6.1      Report Types

6.1.1        View Report Types

6.1.2        Create Report Type

6.1.3        Open Report Type

6.1.4        Edit Report Type Layout

6.2      Reports

6.2.1        View Reports

6.2.2        Create Report

6.2.3        Open Report

6.2.4        Edit Report

6.2.5        Filter Expressions

6.3      Dashboards

6.3.1        View Dashboards

6.3.2        Create Dashboard

6.3.3        Open Dashboard

6.3.4        Edit Dashboard

6.4      Folders

6.4.1        Create Report Folder

6.4.2        Create Dashboard Folder

6.4.3        Create Email Templates Folder

6.5      History Tracking

6.5.1        Choose Fields for History Tracking of Standard Object

6.5.2        Choose Fields for History Tracking of Custom Object

6.6      Analytic Snapshot

 

7. Tools

 

7.1      Data Loader

7.1.1        Install

7.1.2        Export

7.1.2.1         Export all Records of specific Object

7.1.2.2         Export specific Fields

7.1.2.3         Export specific Records using Filters

7.1.2.4         Export specific Records using SOQL

7.1.2.5         Export related parent Records

7.1.2.6         Export related child Records

7.2      Import Wizards

7.2.1        Open Import Wizard

 

About the Author

Ivor Online
Ivor Online

ivoronline.com

 

WHY TUTORIALS?

"Things are only as complicated as they are badly explained." 

Proper documentation is essential to avoid struggle and frustration when working with simple things that only seem complicated by not being properly documented and explained. 

 

WHAT KIND OF TUTORIALS?

"Working example is worth thousands of words."

Just like the picture is worth thousands of words the same goes for the working example. Documentation in the form of working examples is proved to be the fastest and the most effective way of transfering knowledge. Sometimes an example is all you need to get the things done. And if there are some accompanying comments that explain what is going on even better. This is the approach I use when creating tutorials. This results in rapid learning which you can apply when you need it in the spirit of Just In Time Support. 

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