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Rapid learning of Salesforse Administration

About the Book


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.


About the Author

Ivor Online
Ivor Online


"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. 



"Working example is worth thousand words"

Just like the picture is worth thousand 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 transferring 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 approach is used in this book. This results in fast learning and the ability to apply tutorials when you need them in the spirit of Just In Time Support. 

I wish you rapid learning!




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         Show Custom Fields         Step 1. Choose Field Type         Step 2. Define Field Parameters         Step 3. Establish field-level security         Step 4. Add to Page Layout

2.2.2        Field Types         Auto Number         Formula         Roll-Up Summary         Lookup Relationship         Master-Detail Relationship         Checkbox         Currency         Date         Date/Time      Email      Geolocation      Number      Percent      Phone      Picklist    Define default picklist value    Create Dependent picklist      Picklist (Multi-Select)      Text      Text Area      Text Area (Long)      Text Area (Rich)      Text (Encrypted)      URL

2.2.3        Standard Fields         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         View Custom Tabs         Create Custom Tab         Edit Custom Tab         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      Show list of Sites      Show list of Pages      Register Force.com Domain      Create Force.com Page      Create Force.com Site      Activate/Deactivate Force.com Site      Open Force.com Site

3.10.2      Site.com Sites      Enable Site.com Privileges      Access Site.com Interface      Create Site.com Site      Create Site.com Page

3.11   Portals

3.11.1      Customer Portal      Create Customer Portal

3.11.2      Partner Portal      Enable Partner Portal      View Partner Portal Settings      Convert Account to Partner Portal Account      Create Partner Portal User from Contact      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         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         View Users         Edit User

5.1.2        User Specific Procedures         Password/Security Token      Reset Password/Security Token for Multiple Users      Reset Password/Security Token for Single User      Reset Password/Security Token for yourself         Login      Login with temporary password      Login with regular password      Login from new device         Logout

5.2      Profiles

5.2.1        Basic Profile Procedures         View Profiles         Create Profile         Edit Profile         Delete Profile

5.2.2        Profile Specific Procedures         Assign Profile to user         Object Permissions         Field Level Security      Edit FLS for all object fields for a single profile      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         Export all Records of specific Object         Export specific Fields         Export specific Records using Filters         Export specific Records using SOQL         Export related parent Records         Export related child Records

7.2      Import Wizards

7.2.1        Open Import Wizard


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