Salesforce Essentials for Administrators

Key Features

Book Description

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