Premium
Title Page
1/30/2025
Copyright Page
1/30/2025
Dedication Page
1/30/2025
About the Author
1/30/2025
About the Reviewers
1/30/2025
Acknowledgement
1/30/2025
Preface
1/30/2025
Table of Contents
1/30/2025
1. Introduction to Salesforce
1/30/2025
Introduction
1/30/2025
Structure
1/30/2025
Objectives
1/30/2025
Introducing Salesforce
1/30/2025
Salesforce ecosystem
1/30/2025
Benefits of using Salesforce
1/30/2025
Salesforce pricing model
1/30/2025
Getting free Salesforce environment
1/30/2025
Getting free Salesforce training
1/30/2025
Salesforce AppExchange
1/30/2025
Navigating user interface
1/30/2025
Starting with the configuration setup
1/30/2025
Setting up your Salesforce environment
1/30/2025
Overview of Salesforce applications
1/30/2025
Basic Salesforce terminology
1/30/2025
Basic concepts in Salesforce
1/30/2025
Roles and profiles
1/30/2025
Salesforce Classic vs. Salesforce Lightning
1/30/2025
Salesforce objects
1/30/2025
Objects and relationships
1/30/2025
Schema Builder
1/30/2025
Salesforce list views
1/30/2025
Changing your profile settings
1/30/2025
Tasks, events, and Chatter
1/30/2025
Conclusion
1/30/2025
Multiple choice questions
1/30/2025
Answers
1/30/2025
2. Basic Admin Essentials
1/30/2025
Understanding what is in your Salesforce org
1/30/2025
Doing health check on your Salesforce org
1/30/2025
Main Salesforce object model
1/30/2025
Relationship between Sales and Service Cloud
1/30/2025
Lead object
1/30/2025
Opportunity object
1/30/2025
Product object
1/30/2025
Opportunity product object
1/30/2025
Price book object
1/30/2025
Further considerations
1/30/2025
Quote object
1/30/2025
Order object
1/30/2025
Asset object
1/30/2025
Case object
1/30/2025
Summary of Salesforce objects
1/30/2025
Basic Salesforce customization
1/30/2025
Adding fields to an object
1/30/2025
Customizing the page layout
1/30/2025
Renaming objects
1/30/2025
Creating custom views
1/30/2025
Search layouts and related lists
1/30/2025
Adding related lists to an object
1/30/2025
Kanban view
1/30/2025
Modifying your personal Salesforce settings
1/30/2025
Administrator essentials
1/30/2025
Adding users to Salesforce
1/30/2025
Creating a new user in Salesforce
1/30/2025
Setting password rules
1/30/2025
Data management
1/30/2025
Duplicate management across the entire Salesforce org
1/30/2025
Record types and page layout assignments
1/30/2025
3. Customizing User Interface
1/30/2025
Getting started with customizing the UI
1/30/2025
Overview of Salesforce Classic page layout editor
1/30/2025
Overview of options in page layout editor
1/30/2025
Quick actions
1/30/2025
Other notes on quick actions
1/30/2025
Related lists
1/30/2025
Report charts
1/30/2025
Customizing UI on Salesforce Lightning pages
1/30/2025
Customizing Salesforce Lightning pages
1/30/2025
Lightning record pages
1/30/2025
Dynamic Forms
1/30/2025
Dynamic Form and setting field visibility
1/30/2025
In-app guidance
1/30/2025
Building an app from scratch
1/30/2025
Themes and Branding
1/30/2025
Editing highlights panel with compact layout
1/30/2025
Console apps and the utility bar
1/30/2025
Enhanced related lists
1/30/2025
Default tab in the page layout editor
1/30/2025
Home page customization
1/30/2025
Search layouts
1/30/2025
4. Creating Object with Custom Fields and Relationships
1/30/2025
Creating custom objects
1/30/2025
Creating custom object
1/30/2025
Adding fields to custom object
1/30/2025
Creating relationship between custom object and standard object
1/30/2025
Adding a master-detail relationship
1/30/2025
Adding a roll-up summary field
1/30/2025
Formula fields
1/30/2025
Formula field examples
1/30/2025
Salesforce Graphics Pack on AppExchange
1/30/2025
Dependent picklists
1/30/2025
Rich text
1/30/2025
Text encrypted
1/30/2025
Geolocation
1/30/2025
Useful field features
1/30/2025
Field history tracking
1/30/2025
Validation rules
1/30/2025
Approval processes
1/30/2025
Big objects, external objects, and custom metadata types
1/30/2025
Setting up Salesforce big objects
1/30/2025
Setting up custom metadata types
1/30/2025
5. Adding Users and Assigning Correct Access Levels
1/30/2025
Adding new users to Salesforce
1/30/2025
Adding single user to Salesforce
1/30/2025
Steps for adding new user
1/30/2025
Adding multiple users
1/30/2025
Understanding role hierarchy
1/30/2025
Troubleshooting user issues
1/30/2025
Checking user records and resetting the password
1/30/2025
Grant login access to all users
1/30/2025
Troubleshooting for group of users
1/30/2025
Troubleshooting user with too many privileges
1/30/2025
Deactivating users
1/30/2025
Checking user activity
1/30/2025
Adoption dashboards
1/30/2025
Understanding permission sets
1/30/2025
Profiles, permission sets, and permission set groups
1/30/2025
Salesforce license types
1/30/2025
6. Automating Salesforce with Flows
1/30/2025
Introduction to Salesforce Flows
1/30/2025
Overview
1/30/2025
Getting started with flows
1/30/2025
Assigning the flow user permission
1/30/2025
Accessing flows
1/30/2025
Flow development
1/30/2025
Flow elements
1/30/2025
Creating flow from scratch
1/30/2025
Auto-layout or free-form
1/30/2025
Hands-on example, updating record
1/30/2025
Hands-on example, getting related records
1/30/2025
Building flow
1/30/2025
Testing and debugging flow
1/30/2025
Einstein for Flows
1/30/2025
Setting up Einstein for Flows
1/30/2025
Triggering flows using buttons
1/30/2025
Best and worst practice for flows
1/30/2025
Best practice
1/30/2025
Example of building fault path
1/30/2025
Worst practice
1/30/2025
7. Salesforce Security Model
1/30/2025
Visibility in Salesforce
1/30/2025
Salesforce security model
1/30/2025
Setting up OWDs
1/30/2025
Salesforce role hierarchy
1/30/2025
Setting up role hierarchy
1/30/2025
Considerations when assigning permissions
1/30/2025
Creating public group
1/30/2025
Sharing rules
1/30/2025
Creating sharing rule
1/30/2025
Criteria-based sharing rules
1/30/2025
Teams
1/30/2025
Setting up account teams
1/30/2025
Mass Reassign Account Teams
1/30/2025
Setting up opportunity teams
1/30/2025
Manual sharing
1/30/2025
Scoping rules
1/30/2025
Data security
1/30/2025
Sensitive data and individual object
1/30/2025
External users
1/30/2025
Data encryption
1/30/2025
Setting up Shield
1/30/2025
Using Shield example
1/30/2025
Monitoring and auditing
1/30/2025
Setup Audit Trail
1/30/2025
Event Monitoring
1/30/2025
Login history
1/30/2025
AppExchange
1/30/2025
Advanced monitoring
1/30/2025
Advanced security configurations
1/30/2025
Multi-factor authentication
1/30/2025
Enabling two-factor authentication in Salesforce
1/30/2025
Enabling MFA in Salesforce
1/30/2025
Single sign-on
1/30/2025
Best practices for security
1/30/2025
8. Reports, Dashboards, and Basic Tableau
1/30/2025
Introduction to Salesforce reports
1/30/2025
Quick tour of Salesforce reports
1/30/2025
Salesforce report types
1/30/2025
Creating a basic tabular report
1/30/2025
Report filters
1/30/2025
Salesforce report features
1/30/2025
Custom report types
1/30/2025
Viewing reports and dashboards as different users
1/30/2025
Scheduling a report
1/30/2025
Report folders
1/30/2025
Creating report and dashboard sub-folders
1/30/2025
Creating summary and matrix reports
1/30/2025
Conditional formatting
1/30/2025
Bucket columns
1/30/2025
Creating joined reports
1/30/2025