RAPID LEARNING SALESFORCE ADMINISTRATION
RAPID LEARNING SALESFORCE ADMINISTRATION
Rapid learning of Salesforse Administration
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.
About the Author
Table of Contents
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
Other books by this author
The Leanpub 60-day 100% Happiness Guarantee
Within 60 days of purchase you can get a 100% refund on any Leanpub purchase, in two clicks.
See full terms
Do Well. Do Good.
Authors have earned$11,238,437writing, publishing and selling on Leanpub, earning 80% royalties while saving up to 25 million pounds of CO2 and up to 46,000 trees.
Learn more about writing on Leanpub
Free Updates. DRM Free.
If you buy a Leanpub book, you get free updates for as long as the author updates the book! Many authors use Leanpub to publish their books in-progress, while they are writing them. All readers get free updates, regardless of when they bought the book or how much they paid (including free).
Most Leanpub books are available in PDF (for computers), EPUB (for phones and tablets) and MOBI (for Kindle). The formats that a book includes are shown at the top right corner of this page.
Finally, Leanpub books don't have any DRM copy-protection nonsense, so you can easily read them on any supported device.
Learn more about Leanpub's ebook formats and where to read them
Top Books
- #1
OpenIntro Statistics
David Diez, Christopher Barr, Mine Cetinkaya-Rundel, and OpenIntroA complete foundation for Statistics, also serving as a foundation for Data Science.
Leanpub revenue supports OpenIntro (US-based nonprofit) so we can provide free desk copies to teachers interested in using OpenIntro Statistics in the classroom and expand the project to support free textbooks in other subjects.
More resources: openintro.org.
- #2
Ansible for DevOps
Jeff GeerlingAnsible is a simple, but powerful, server and configuration management tool. Learn to use Ansible effectively, whether you manage one server—or thousands.
- #3
Everyday Rails - RSpecによるRailsテスト入門
Junichi Ito (伊藤淳一) and Aaron SumnerRSpecを使ってRailsアプリケーションに信頼性の高いテストを書く実践的なアドバイスを提供します。詳細で丁寧な説明は本書のオリジナルコンテンツです。また、説明には実際に動かせるサンプルアプリケーションも使用します。本書は2022年版にアップデートされ、Rails 7.0やRSpec Rails 5.0といった新しい環境に対応しています！さあ、自信をもってテストできるようになりましょう！
- #4
C++20 - The Complete Guide
Nicolai M. JosuttisAll the new language and library features of C++20 (for those who know previous versions).
The book presents all new language and library features of C++20. Learn how this impacts day-to-day programming, to benefit in practice, to combine new features, and to avoid all new traps.
Buy early, pay less, free updates.
Other books:
- #5
Concurrency with Modern C++
Rainer GrimmC++11 is the first C++ standard that deals with concurrency. The story goes on with C++17, C++20, and will continue with C++23.
I'll give you a detailed insight into the current and the upcoming concurrency in C++. This insight includes the theory and a lot of practice.
- #6
Jetpack Compose internals
Jorge CastilloJetpack Compose is the future of Android UI. Master how it works internally and become a more efficient developer with it. You'll also find it valuable if you are not an Android dev. This book provides all the details to understand how the Compose compiler & runtime work, and how to create a client library using them.
- #7
Stratospheric
Tom Hombergs, Björn Wilmsmann, and Philip RiecksFrom Zero to Production with Spring Boot and AWS. All you need to know to get a Spring Boot application into production with AWS. No previous AWS knowledge required.
Go to stratospheric.dev for a tour of the contents.
- #8
Atomic Kotlin
Bruce Eckel and Svetlana IsakovaFor both beginning and experienced programmers! From the author of the multi-award-winning Thinking in C++ and Thinking in Java and a Kotlin team member comes a book that breaks concepts into small, easy-to-digest "atoms," along with exercises supported by hints and solutions directly inside IntelliJ IDEA! Full support at www.AtomicKotlin.com.
- #9
Introducing EventStorming
Alberto BrandoliniThe deepest tutorial and explanation about EventStorming, straight from the inventor.
- #10
C++20
Rainer GrimmC++20 is the next big C++ standard after C++11. As C++11 did it, C++20 changes the way we program modern C++. This change is, in particular, due to the big four of C++20: ranges, coroutines, concepts, and modules.
Top Bundles
- #1
CCIE Service Provider Ultimate Study Bundle
2 Books
Piotr Jablonski, Lukasz Bromirski, and Nick Russo have joined forces to deliver the only CCIE Service Provider training resource you'll ever need. This bundle contains a detailed and challenging collection of workbook labs, plus an extensively detailed technical reference guide. All of us have earned the CCIE Service Provider certification... - #2
Software Architecture for Developers: Volumes 1 & 2 - Technical leadership and communication
2 Books
"Software Architecture for Developers" is a practical and pragmatic guide to modern, lightweight software architecture, specifically aimed at developers. You'll learn:The essence of software architecture.Why the software architecture role should include coding, coaching and collaboration.The things that you really need to think about before... - #4
Modern C++ Collection
3 Books
Get All about Modern C++C++ Standard Library, including C++20Concurrency with Modern C++, including C++20C++20Each book has about 200 complete code examples. Updates are included. When I update one of the books, you immediately get the updated bundle. You can expect significant updates to each new C++ standard (C++23, C++26, .. ) and also... - #7
Linux Administration Complet
4 Books
Ce lot comprend les quatre volumes du Guide Linux Administration :Linux Administration, Volume 1, Administration fondamentale : Guide pratique de préparation aux examens de certification LPIC 1, Linux Essentials, RHCSA et LFCS. Administration fondamentale. Introduction à Linux. Le Shell. Traitement du texte. Arborescence de fichiers. Sécurité...
