Salesforce essentials for administrators :: discover the administration fundamentals and challenges of Salesforce CRM /
This book is targeted at expert administrators or professionals who are new to Salesforce and want to learn the various features supported by the platform in a short space of time. The book can also be used by professionals preparing for Developer and Administrator certification exams from Salesforc...
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Birmingham, U.K. :
Packt Pub.,
2014.
|
| Schriftenreihe: | Professional expertise distilled.
|
| Schlagworte: | |
| Online-Zugang: | Volltext |
| Zusammenfassung: | This book is targeted at expert administrators or professionals who are new to Salesforce and want to learn the various features supported by the platform in a short space of time. The book can also be used by professionals preparing for Developer and Administrator certification exams from Salesforce. |
| Beschreibung: | Includes index. |
| Beschreibung: | 1 online resource (1 volume) : illustrations |
| ISBN: | 9781784393069 1784393061 |
Internformat
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| 245 | 1 | 0 | |a Salesforce essentials for administrators : |b discover the administration fundamentals and challenges of Salesforce CRM / |c Mohith Shrivastava. |
| 246 | 3 | 0 | |a Discover the administration fundamentals and challenges of Salesforce CRM |
| 260 | |a Birmingham, U.K. : |b Packt Pub., |c 2014. | ||
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| 500 | |a Includes index. | ||
| 505 | 0 | |a Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: User Management and User Profiling; License management; The User license; The Featured license; User management; Activating a user; Resetting the user password; Freezing a user; Resetting a user''s e-mail address; Organization-wide password policy; Expiring all passwords; Mobile administration; Viewing the login history; Network access and profile-based login IP ranges; Profile management; Objects and fields; Tabs; Applications; Page layouts; Configuring a profile. | |
| 505 | 8 | |a The Profile Detail, Console Settings, and Page Layouts sectionsField-level security; Custom app settings and connected app settings; Tab settings; Record type settings; Administrative permissions and general user permissions; Object permissions; Apex and Visualforce access; Delegated administration; Salesforce A; Summary; Chapter 2: Configuring Salesforce; Data modeling; Lookup relationship; Master-detail relationships; Many-to-many relationships (concept of a junction object); Hierarchical relationships; Workflows; E-mail templates; Approval process; Page layouts; Record types; Formulae. | |
| 505 | 8 | |a Validation rulesSummary; Chapter 3: Reports and Dashboards; The report builder; Tabular reports; Report builder components; Data visibility in reports; The Date Field filter; Summary reports; PARENTGROUPVAL; PREVGROUPVAL; Matrix reports; Joined reports; Dashboards; Bar charts; Line charts; Pie charts; Donut charts; Funnel charts; Scatter charts; Metric charts; Procedure for conditional highlighting; Analytic snapshots; Report types; Folders; Summary; Chapter 4: Record-level Access, Security, and Audit Features; Organization-wide sharing defaults; User Visibility Settings. | |
| 505 | 8 | |a Profile-level Modify All and View All settings for objectsSharing rules and manual sharing; Record ownership-based rules; Criteria-based sharing rules; Manual sharing; Apex-based sharing; Account team, opportunity team, and case team; Account team members; Opportunity team members; Case team members; Audit features; Audit log; E-mail log files; Batch jobs; Scheduled jobs; Folder security; Summary; Chapter 5: Session Management, Data Loader, and Data Loading Best Practices; Password policies; Session settings; Session management; Data loader; Importance of V-lookup and external IDs; Summary. | |
| 505 | 8 | |a Chapter 6: Troubleshooting Common ProblemsProblem statement 1; Debugging steps; Problem statement 2; Debugging steps; Problem statement 3; Debugging steps; Problem statement 4; Debugging steps; Problem statement 5; Debugging steps; Problem statement 6; Debugging steps; Problem statement 7; Debugging steps; Problem statement 8; Debugging steps; Problem statement 9; Debugging steps; Problem statement 10; Debugging steps; Problem statement 11; Debugging steps; Problem statement 12; Debugging steps; Summary; Chapter 7: An Overview of Sales and Service Cloud; A sales cycle; Territory management. | |
| 520 | |a This book is targeted at expert administrators or professionals who are new to Salesforce and want to learn the various features supported by the platform in a short space of time. The book can also be used by professionals preparing for Developer and Administrator certification exams from Salesforce. | ||
| 546 | |a English. | ||
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| 610 | 2 | 7 | |a Salesforce.com (Firm) |2 fast |
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| 776 | 0 | 8 | |i Print version: |a Shrivastava, Mohith. |t Salesforce Essentials for Administrators. |d Birmingham : Packt Publishing, ©2014 |z 9781784398071 |
| 830 | 0 | |a Professional expertise distilled. | |
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| DE-BY-FWS_katkey | ZDB-4-EBU-ocn895913621 |
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| author | Shrivastava, Mohith |
| author_facet | Shrivastava, Mohith |
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| building | Verbundindex |
| bvnumber | localFWS |
| callnumber-first | H - Social Science |
| callnumber-label | HF5415 |
| callnumber-raw | HF5415.5 .S45 2014 |
| callnumber-search | HF5415.5 .S45 2014 |
| callnumber-sort | HF 45415.5 S45 42014 |
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| collection | ZDB-4-EBU |
| contents | Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: User Management and User Profiling; License management; The User license; The Featured license; User management; Activating a user; Resetting the user password; Freezing a user; Resetting a user''s e-mail address; Organization-wide password policy; Expiring all passwords; Mobile administration; Viewing the login history; Network access and profile-based login IP ranges; Profile management; Objects and fields; Tabs; Applications; Page layouts; Configuring a profile. The Profile Detail, Console Settings, and Page Layouts sectionsField-level security; Custom app settings and connected app settings; Tab settings; Record type settings; Administrative permissions and general user permissions; Object permissions; Apex and Visualforce access; Delegated administration; Salesforce A; Summary; Chapter 2: Configuring Salesforce; Data modeling; Lookup relationship; Master-detail relationships; Many-to-many relationships (concept of a junction object); Hierarchical relationships; Workflows; E-mail templates; Approval process; Page layouts; Record types; Formulae. Validation rulesSummary; Chapter 3: Reports and Dashboards; The report builder; Tabular reports; Report builder components; Data visibility in reports; The Date Field filter; Summary reports; PARENTGROUPVAL; PREVGROUPVAL; Matrix reports; Joined reports; Dashboards; Bar charts; Line charts; Pie charts; Donut charts; Funnel charts; Scatter charts; Metric charts; Procedure for conditional highlighting; Analytic snapshots; Report types; Folders; Summary; Chapter 4: Record-level Access, Security, and Audit Features; Organization-wide sharing defaults; User Visibility Settings. Profile-level Modify All and View All settings for objectsSharing rules and manual sharing; Record ownership-based rules; Criteria-based sharing rules; Manual sharing; Apex-based sharing; Account team, opportunity team, and case team; Account team members; Opportunity team members; Case team members; Audit features; Audit log; E-mail log files; Batch jobs; Scheduled jobs; Folder security; Summary; Chapter 5: Session Management, Data Loader, and Data Loading Best Practices; Password policies; Session settings; Session management; Data loader; Importance of V-lookup and external IDs; Summary. Chapter 6: Troubleshooting Common ProblemsProblem statement 1; Debugging steps; Problem statement 2; Debugging steps; Problem statement 3; Debugging steps; Problem statement 4; Debugging steps; Problem statement 5; Debugging steps; Problem statement 6; Debugging steps; Problem statement 7; Debugging steps; Problem statement 8; Debugging steps; Problem statement 9; Debugging steps; Problem statement 10; Debugging steps; Problem statement 11; Debugging steps; Problem statement 12; Debugging steps; Summary; Chapter 7: An Overview of Sales and Service Cloud; A sales cycle; Territory management. |
| ctrlnum | (OCoLC)895913621 |
| dewey-full | 658.812 |
| dewey-hundreds | 600 - Technology (Applied sciences) |
| dewey-ones | 658 - General management |
| dewey-raw | 658.812 |
| dewey-search | 658.812 |
| dewey-sort | 3658.812 |
| dewey-tens | 650 - Management and auxiliary services |
| discipline | Wirtschaftswissenschaften |
| format | Electronic eBook |
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| id | ZDB-4-EBU-ocn895913621 |
| illustrated | Illustrated |
| indexdate | 2024-11-26T14:49:17Z |
| institution | BVB |
| isbn | 9781784393069 1784393061 |
| language | English |
| oclc_num | 895913621 |
| open_access_boolean | |
| owner | MAIN DE-863 DE-BY-FWS |
| owner_facet | MAIN DE-863 DE-BY-FWS |
| physical | 1 online resource (1 volume) : illustrations |
| psigel | ZDB-4-EBU |
| publishDate | 2014 |
| publishDateSearch | 2014 |
| publishDateSort | 2014 |
| publisher | Packt Pub., |
| record_format | marc |
| series | Professional expertise distilled. |
| series2 | Professional expertise distilled |
| spelling | Shrivastava, Mohith. Salesforce essentials for administrators : discover the administration fundamentals and challenges of Salesforce CRM / Mohith Shrivastava. Discover the administration fundamentals and challenges of Salesforce CRM Birmingham, U.K. : Packt Pub., 2014. 1 online resource (1 volume) : illustrations text txt rdacontent computer c rdamedia online resource cr rdacarrier text file Professional expertise distilled Online resource; title from cover page (Safari, viewed November 5, 2014). Includes index. Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: User Management and User Profiling; License management; The User license; The Featured license; User management; Activating a user; Resetting the user password; Freezing a user; Resetting a user''s e-mail address; Organization-wide password policy; Expiring all passwords; Mobile administration; Viewing the login history; Network access and profile-based login IP ranges; Profile management; Objects and fields; Tabs; Applications; Page layouts; Configuring a profile. The Profile Detail, Console Settings, and Page Layouts sectionsField-level security; Custom app settings and connected app settings; Tab settings; Record type settings; Administrative permissions and general user permissions; Object permissions; Apex and Visualforce access; Delegated administration; Salesforce A; Summary; Chapter 2: Configuring Salesforce; Data modeling; Lookup relationship; Master-detail relationships; Many-to-many relationships (concept of a junction object); Hierarchical relationships; Workflows; E-mail templates; Approval process; Page layouts; Record types; Formulae. Validation rulesSummary; Chapter 3: Reports and Dashboards; The report builder; Tabular reports; Report builder components; Data visibility in reports; The Date Field filter; Summary reports; PARENTGROUPVAL; PREVGROUPVAL; Matrix reports; Joined reports; Dashboards; Bar charts; Line charts; Pie charts; Donut charts; Funnel charts; Scatter charts; Metric charts; Procedure for conditional highlighting; Analytic snapshots; Report types; Folders; Summary; Chapter 4: Record-level Access, Security, and Audit Features; Organization-wide sharing defaults; User Visibility Settings. Profile-level Modify All and View All settings for objectsSharing rules and manual sharing; Record ownership-based rules; Criteria-based sharing rules; Manual sharing; Apex-based sharing; Account team, opportunity team, and case team; Account team members; Opportunity team members; Case team members; Audit features; Audit log; E-mail log files; Batch jobs; Scheduled jobs; Folder security; Summary; Chapter 5: Session Management, Data Loader, and Data Loading Best Practices; Password policies; Session settings; Session management; Data loader; Importance of V-lookup and external IDs; Summary. Chapter 6: Troubleshooting Common ProblemsProblem statement 1; Debugging steps; Problem statement 2; Debugging steps; Problem statement 3; Debugging steps; Problem statement 4; Debugging steps; Problem statement 5; Debugging steps; Problem statement 6; Debugging steps; Problem statement 7; Debugging steps; Problem statement 8; Debugging steps; Problem statement 9; Debugging steps; Problem statement 10; Debugging steps; Problem statement 11; Debugging steps; Problem statement 12; Debugging steps; Summary; Chapter 7: An Overview of Sales and Service Cloud; A sales cycle; Territory management. This book is targeted at expert administrators or professionals who are new to Salesforce and want to learn the various features supported by the platform in a short space of time. The book can also be used by professionals preparing for Developer and Administrator certification exams from Salesforce. English. Salesforce.com (Firm) http://id.loc.gov/authorities/names/n2009036456 Salesforce.com (Firm) fast Computing platforms. http://id.loc.gov/authorities/subjects/sh2011003111 Cloud computing. http://id.loc.gov/authorities/subjects/sh2008004883 Plateformes (Informatique) Infonuagique. BUSINESS & ECONOMICS Industrial Management. bisacsh BUSINESS & ECONOMICS Management. bisacsh BUSINESS & ECONOMICS Management Science. bisacsh BUSINESS & ECONOMICS Organizational Behavior. bisacsh Cloud computing fast Computing platforms fast Print version: Shrivastava, Mohith. Salesforce Essentials for Administrators. Birmingham : Packt Publishing, ©2014 9781784398071 Professional expertise distilled. FWS01 ZDB-4-EBU FWS_PDA_EBU https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=868084 Volltext |
| spellingShingle | Shrivastava, Mohith Salesforce essentials for administrators : discover the administration fundamentals and challenges of Salesforce CRM / Professional expertise distilled. Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: User Management and User Profiling; License management; The User license; The Featured license; User management; Activating a user; Resetting the user password; Freezing a user; Resetting a user''s e-mail address; Organization-wide password policy; Expiring all passwords; Mobile administration; Viewing the login history; Network access and profile-based login IP ranges; Profile management; Objects and fields; Tabs; Applications; Page layouts; Configuring a profile. The Profile Detail, Console Settings, and Page Layouts sectionsField-level security; Custom app settings and connected app settings; Tab settings; Record type settings; Administrative permissions and general user permissions; Object permissions; Apex and Visualforce access; Delegated administration; Salesforce A; Summary; Chapter 2: Configuring Salesforce; Data modeling; Lookup relationship; Master-detail relationships; Many-to-many relationships (concept of a junction object); Hierarchical relationships; Workflows; E-mail templates; Approval process; Page layouts; Record types; Formulae. Validation rulesSummary; Chapter 3: Reports and Dashboards; The report builder; Tabular reports; Report builder components; Data visibility in reports; The Date Field filter; Summary reports; PARENTGROUPVAL; PREVGROUPVAL; Matrix reports; Joined reports; Dashboards; Bar charts; Line charts; Pie charts; Donut charts; Funnel charts; Scatter charts; Metric charts; Procedure for conditional highlighting; Analytic snapshots; Report types; Folders; Summary; Chapter 4: Record-level Access, Security, and Audit Features; Organization-wide sharing defaults; User Visibility Settings. Profile-level Modify All and View All settings for objectsSharing rules and manual sharing; Record ownership-based rules; Criteria-based sharing rules; Manual sharing; Apex-based sharing; Account team, opportunity team, and case team; Account team members; Opportunity team members; Case team members; Audit features; Audit log; E-mail log files; Batch jobs; Scheduled jobs; Folder security; Summary; Chapter 5: Session Management, Data Loader, and Data Loading Best Practices; Password policies; Session settings; Session management; Data loader; Importance of V-lookup and external IDs; Summary. Chapter 6: Troubleshooting Common ProblemsProblem statement 1; Debugging steps; Problem statement 2; Debugging steps; Problem statement 3; Debugging steps; Problem statement 4; Debugging steps; Problem statement 5; Debugging steps; Problem statement 6; Debugging steps; Problem statement 7; Debugging steps; Problem statement 8; Debugging steps; Problem statement 9; Debugging steps; Problem statement 10; Debugging steps; Problem statement 11; Debugging steps; Problem statement 12; Debugging steps; Summary; Chapter 7: An Overview of Sales and Service Cloud; A sales cycle; Territory management. Salesforce.com (Firm) http://id.loc.gov/authorities/names/n2009036456 Salesforce.com (Firm) fast Computing platforms. http://id.loc.gov/authorities/subjects/sh2011003111 Cloud computing. http://id.loc.gov/authorities/subjects/sh2008004883 Plateformes (Informatique) Infonuagique. BUSINESS & ECONOMICS Industrial Management. bisacsh BUSINESS & ECONOMICS Management. bisacsh BUSINESS & ECONOMICS Management Science. bisacsh BUSINESS & ECONOMICS Organizational Behavior. bisacsh Cloud computing fast Computing platforms fast |
| subject_GND | http://id.loc.gov/authorities/names/n2009036456 http://id.loc.gov/authorities/subjects/sh2011003111 http://id.loc.gov/authorities/subjects/sh2008004883 |
| title | Salesforce essentials for administrators : discover the administration fundamentals and challenges of Salesforce CRM / |
| title_alt | Discover the administration fundamentals and challenges of Salesforce CRM |
| title_auth | Salesforce essentials for administrators : discover the administration fundamentals and challenges of Salesforce CRM / |
| title_exact_search | Salesforce essentials for administrators : discover the administration fundamentals and challenges of Salesforce CRM / |
| title_full | Salesforce essentials for administrators : discover the administration fundamentals and challenges of Salesforce CRM / Mohith Shrivastava. |
| title_fullStr | Salesforce essentials for administrators : discover the administration fundamentals and challenges of Salesforce CRM / Mohith Shrivastava. |
| title_full_unstemmed | Salesforce essentials for administrators : discover the administration fundamentals and challenges of Salesforce CRM / Mohith Shrivastava. |
| title_short | Salesforce essentials for administrators : |
| title_sort | salesforce essentials for administrators discover the administration fundamentals and challenges of salesforce crm |
| title_sub | discover the administration fundamentals and challenges of Salesforce CRM / |
| topic | Salesforce.com (Firm) http://id.loc.gov/authorities/names/n2009036456 Salesforce.com (Firm) fast Computing platforms. http://id.loc.gov/authorities/subjects/sh2011003111 Cloud computing. http://id.loc.gov/authorities/subjects/sh2008004883 Plateformes (Informatique) Infonuagique. BUSINESS & ECONOMICS Industrial Management. bisacsh BUSINESS & ECONOMICS Management. bisacsh BUSINESS & ECONOMICS Management Science. bisacsh BUSINESS & ECONOMICS Organizational Behavior. bisacsh Cloud computing fast Computing platforms fast |
| topic_facet | Salesforce.com (Firm) Computing platforms. Cloud computing. Plateformes (Informatique) Infonuagique. BUSINESS & ECONOMICS Industrial Management. BUSINESS & ECONOMICS Management. BUSINESS & ECONOMICS Management Science. BUSINESS & ECONOMICS Organizational Behavior. Cloud computing Computing platforms |
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| work_keys_str_mv | AT shrivastavamohith salesforceessentialsforadministratorsdiscovertheadministrationfundamentalsandchallengesofsalesforcecrm AT shrivastavamohith discovertheadministrationfundamentalsandchallengesofsalesforcecrm |