Salesforce Essentials For Administrators

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.

The Salesforce ADM-201 exam preparation guide is designed to provide candidates with necessary information about the Administrator exam. It includes exam summary, sample questions, practice test, objectives and ways to interpret the exam objectives to enable candidates to assess the types of questions-answers that may be asked during the Salesforce Certified Administrator exam. Preparing for the Salesforce ADM-201 exam to become a Administration Essentials for New Admins Salesforce ADM ? Here we¡¯ve brought 630+ Exam Questions for you so that you can prepare well for this ADM-201 Unlike other online simulation practice tests, you get an ebook version that is easy to read & remember these questions. You can simply rely on these questions for successfully certifying this exam.

Learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques About This Book See the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design considerations to set up and customize Salesforce CRM This is a pragmatic guide to the key functions of customizing and setting up the application for enterprise security, user and data management, process automation, analytics, and mobile features Step-by-step navigation and descriptions of the features of Salesforce CRM platform and clear guidance on the customization and administration of the application Identify what is covered to create your own improved study guide for the certified administrator examination Who This Book Is For This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new administrator or a more experienced professional, this book will enhance your knowledge and understanding of the features of Salesforce CRM. What You Will Learn Manage and administer user records and password policies Configure and control the various organization-wide user interface features in Salesforce CRM Set up and maintain users, profiles, and permission sets and administer appropriate security and login access mechanisms Apply organization security Understand the capabilities of the Salesforce CRM sharing model Create, delete, and customize fields, page layout, and list views for custom and standard objects Find out how Apex and Visualforce coding can be used in Salesforce CRM Implement the mechanisms for data management Discover the tools to import, update, transfer, and mass delete data In Detail Salesforce CRM's Winter '17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination. Style and approach This book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. Filled with examples and use cases, the book presents the facts along with seasoned advice and real-world examples to ensure you have all the resources you need to become a more informed Salesforce Administrator.

Master advanced Salesforce Administration concepts with expert tips, techniques, and mock tests Key FeaturesLearn advanced features to reduce implementation time and enhance your Salesforce administration skillsDevelop the ability to solve critical issues with a proactive approach and deliver the best solutionExplore complex automation with workflows, approvals, process builder, and custom Apex codingBook Description The Salesforce Advanced Administrator certification extends beyond administrator certification, covering advanced platform features and functions such as configuration, automation, security, and customization. Complete with comprehensive coverage of all these topics and exam-oriented questions and mock tests, this Salesforce book will help you earn advanced administrator credentials. You'll start your journey by mastering data access security, monitoring and auditing, and understanding best practices for handling change management and data across organizations. The book then delves into data model management for improving data quality and lets you explore Sales features such as products, schedules, quotes, and forecasting capabilities. As you progress, this book will guide you in working with content management to set up and maintain Salesforce content. You'll also master organizing your files and data using reports and dashboards. Finally, you'll learn how to use a combination of automation tools to solve business problems. By the end of the book, you will have developed the skills required to get your advanced administrator credentials. What you will learnMaster data security to monitor your org effectivelyExplore best practices for handling change management across orgsExtend the capabilities of Salesforce objects using advanced relationships, validation rules, and duplicate managementHandle file libraries with Salesforce CRM contentUnderstand ways to deliver the best solutions with Sales and Service Cloud applicationsBuild reports and dashboards to visualize data for better decision makingCustomize your CRM with process automation featuresWho this book is for If you've already achieved your Salesforce administrator certification, this book will help you prepare for the Salesforce Advanced Administrator certification. You'll also find this guide useful if you are a Salesforce administrator or developer and want to maximize your administration skills with deeper knowledge of advanced Salesforce declarative features. 1-2 years of experience as a Salesforce administrator or developer is enough to help you to get the most out of the book.

This book content Salesforce Administration And Development Complete Tutorial, which help you to prepare, IF you start preparing yourself for the Salesforce Administration And Development then this books is best for you, here you can get all details that you need to lean for Salesforce Administrator And Development in step by step. Read all the topics of this books carefully and then do some practice in your free org, you will definitely became a Salesforce Administrator and Development. Also I added one more book link in the last page of this book, where you get most common question that are comes in Salesforce administration interview. Topics of Administration And Development Complete Tutorial Part 1-What is Salesforce-How to Create Object at Salesforce Classic-How to Create Field at Salesforce Classic-How to Make A Field Mandatory at Salesforce-What is Workflow Rule At Salesforce?-How To Create WorkFlow Rule At Salesforce-Field Update Using Workflow Rules At Salesforce-Email Template Salesforce-Text Email Template Salesforce-How Update User-Trigger Update Contact record using trigger when account record is updated -Trigger Upsert Contact record using trigger when account record is updated-Trigger Upsert Contact record using trigger when account record is updated-Undelete Trigger on Case-Various event on which a trigger-Type of Triggers-Context variables in triggers-Trigger Syntax-What is a Trigger?-Order of execution in Triggers-Trigger best practices-What is VisualForce-Visualforce Controllers-Visualforce page that shows Contact details using an Extension controller-Visualforce page that shows Account details using a standard controller-Visualforce Tag-Display your account name using a custom controller and input filed at visaulforce page-Salesforce Marketing Cloud advanced-Lightning Aura Component and Lightning Component-Salesforce Scenario Based Interview Questions And Answers-Freelancing Services At Salesforce

This book is designed to accompany the Introduction to Salesforce Administration and Configuration (SPADM-203) class offered by Stony Point. The book is simply a print out of the slides used in the class with room for a student to take notes. A student in the class will learn basic and advanced administration, configuration and development skills. The book contains valuable real world scenarios, discovery questions and exercises that may be useful for anyone preparing to sit for either the Salesforce Certified Administrator or the Force.com Certified Developer exam. Particularly useful are the 120 sample exam questions now included in the book. To get full value out of the material, Stony Point highly recommends taking the class instead of simply purchasing the book as a stand alone tool. The class itself is delivered by a senior instructor with many years of real world experience as a Salesforce administrator and / or a developer. This class is specifically designed to prepare students to pass the both the Salesforce Certified Administrator Exam and the Force.com Certified Developer exam. This book and the class present a broad range of topics cover just about everything on which a student will be tested. These topics include but are not limited to: security, sharing, data management, customization, configuration, data validation, workflow rules, approval processes, the Force.com architecture, and the model, view, controller design pattern. There is in-depth coverage of system security topics such as: Users, Licenses, Profiles, Field Level Security, Permission Sets, Record Security, Organization Wide Defaults, Role Hierarchy & Roles, Sharing Rules, Account Teams, Sales Teams, Case Teams & Queues. The object model related to sales force automation, marketing automation, case management, and the community application is thoroughly covered with detailed sections on: Accounts, Contacts, Opportunities, Products & Price Books, Leads, Campaigns, Cases and Solutions. This book includes information and exercises related to all automation features including formula fields, workflow rules, validation rules, escalation rules, assignment rules and approval process. Finally, topics concerning data management, integration, and analytics will be covered in depth including exercises to reinforce all the major concepts. As a participant in the class, each student will be given a practice learning environment to use during hands-on exercises during the class. The student will be able to use this learning environment indefinitely after the class without any additional fee. Stony Point is a leading provider of Salesforce training for sales people, customer service personnel, marketers, system administrators, developers and consultants. Stony Point delivers public and private classes virtually and in-person at locations throughout the world. Please visit www.stonyp.com for more information on the classes and services offered.

A definitive guide covering all the core concepts necessary to pass the Salesforce Administrator Certification exam Key Features Understand critical design considerations for setting up Salesforce CRM Facilitate and manage the transition from Salesforce Classic to Lightning Experience Learn key functions of application security to manage user profiles and data Book Description Salesforce's winter '19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform. This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You'll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it'll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you'll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You'll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM. What you will learn Configure a variety of user interface features in Salesforce CRM Understand the capabilities of the Salesforce CRM sharing model Explore Einstein Analytics - Salesforce's new wave of advanced reporting Get to grips with the Lightning Process Builder workflow Set up user profiles, security, and login access mechanisms Find out how Apex and Visualforce coding can be used in Salesforce CRM Manage the transition from Salesforce Classic to Lightning Experience Implement data manipulation features to apply best practices in data management Who this book is for This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new or experienced professional, this book will enhance your knowledge and understanding of Salesforce CRM features.

Learn Salesforce Administration to get a Salesforce Admin job: Salesforce Administration involves managing and maintaining a Salesforce instance to meet specific business needs. This includes configuring and customizing the platform, managing users and security, setting up workflows, managing data, and other essential tasks. Salesforce Administrators are responsible for ensuring that the platform is running smoothly and effectively, and that it is meeting the needs of the business. The book covers the following: 1. Introduction to Salesforce Administration 1.1 Overview of Salesforce 1.2 Introduction to Salesforce Administration 1.3 Responsibilities of a Salesforce Administrator 1.4 Key skills required for a Salesforce Administrator 2. Getting Started with Salesforce Administration 2.1 Creating a Salesforce Account 2.2 Setting up the Salesforce Environment 2.3 Navigating the Salesforce User Interface 2.4 Customizing the Salesforce Layout 3. Managing Users and Security 3.1 Creating and Managing User Accounts 3.2 Configuring Salesforce Security Settings 3.3 Managing Roles and Permissions 3.4 Implementing Salesforce Authentication 4. Managing Data in Salesforce 4.1 Understanding Salesforce Data Model 4.2 Creating and Managing Objects 4.3 Managing Data with Salesforce Data Loader 4.4 Importing and Exporting Data 5. Automating Business Processes 5.1 Understanding Salesforce Automation 5.2 Creating and Managing Workflows 5.3 Creating and Managing Process Builder 5.4 Creating and Managing Approval Processes 6. Customizing Salesforce 6.1 Creating and Managing Custom Fields 6.2 Creating and Managing Custom Objects 6.3 Customizing Salesforce Page Layouts 6.4 Creating and Managing Custom Tabs 7. Managing Reports and Dashboards 7.1 Understanding Salesforce Reporting 7.2 Creating and Managing Reports 7.3 Creating and Managing Dashboards 7.4 Sharing Reports and Dashboards 8. Integrating Salesforce with other Applications 8.1 Understanding Salesforce Integration 8.2 Using Salesforce APIs 8.3 Integrating Salesforce with other Cloud Services 8.4 Using Salesforce Connect to Integrate Data 9. Best Practices for Salesforce Administration 9.1 Salesforce Best Practices for Security 9.2 Salesforce Best Practices for Data Management 9.3 Salesforce Best Practices for Automation 9.4 Salesforce Best Practices for Customization 10. Conclusion and Next Steps 10.1 Next Steps for Learning Salesforce Administration 10.2 Career Opportunities for Salesforce Administrators