100% tevredenheidsgarantie Direct beschikbaar na betaling Zowel online als in PDF Je zit nergens aan vast
logo-home
Salesforce Admin Certification Summary €6,49   In winkelwagen

Samenvatting

Salesforce Admin Certification Summary

2 beoordelingen
 46 keer bekeken  2 keer verkocht

Detailed Summary of Salesforce Admin Certification (combination of trailhead information with examples), easy to understand. Guaranteed a pass on the exam.

Voorbeeld 4 van de 122  pagina's

  • 1 juli 2023
  • 122
  • 2022/2023
  • Samenvatting
Alle documenten voor dit vak (15)

2  beoordelingen

review-writer-avatar

Door: jeanthvincent • 5 maanden geleden

review-writer-avatar

Door: debecasivakumaran • 9 maanden geleden

avatar-seller
KaeS23
Salesforce
You might think that Salesforce is just a CRM. It stores your customer data, gives you processes to
nurture prospective customers, and provides ways to collaborate with people you work with.
Salesforce comes with standard functionality for tracking common sales objects like accounts,
contacts, and leads. But DreamHouse is a realty firm, so it has needs specific to its industry and
business model  With the platform, you can customize and build whatever it is that makes your
company unique.

Administration: CRM
Wat is CRM and what does it do?
CRM = Customer Relationship Management, software that stores customer contact information (like
names, addresses, and phone numbers) and keep track of customer activity (like website visits,
phone calls, email and more)

What CRM does?
 helps with contact, lead and opportunity management
 track Deals, Product planning, manufacturing planning and shipping
What is salesforce CRM?
Salesforce = world’s number 1 CRM platform, is cloud-based applications for sales, service, marketing
but also a platform where you can also develop your own applications
idea  salesforce  connect desktop and mobile device to salesforce

Organizations in salesforce
o Production: where the client works real-time with original data (default)
o Sandbox: are copies of your production (with sample data that you CAN CHANGE) in a
separate environment  used for development and testing.
o UAT – user acceptancy test: preproduction

Introduction




Standard (created by Salesforce)  Customize (created by organization: create, modify, delete)
Right corner of salesforce you can see per cloud the standard applications (chatter, content,
marketing, service)

Creating custom objects
Object = data table in salesforce’ database which stores users data/information (name, salary, email,
domain) and organization’s information.
 standard objects: can be renamed, but never can be deleted
o Leads: any person that may be interested in your products/services
o Accounts: info about organization with a relationship to your company

, o
Contacts: individual directly associated with an account and possibly one/more
opportunities
o Opportunities: store info about open and close deals and track any potential
generating sales deal or event
o Campaigns: a marketing initiative (ads, email) that you conduct in order to generate
prospects and build brand awareness
o Cases: store customers’ questions, feedback or issues
o Solution: Represents a detailed description of a customer issue and its resolution
o User: to allow a person log in to SF and access information
o Reports and Dashboards: info you can display that provides a summary of your data
and there are visual representation of your custom report data
o Documents: repository of reference documents online eg. Contract
eg. Standard object are related to account records: cases and opportunities
o Products: used on opportunities, Pricebook
 Custom objects = created by user, can be customized by adding fields, creating relationships
• each object has 5 standard fields (name, label, data type, controlling field, indexed)
Must be configured: Name field is a standard field to identify records and can be text
field or auto-number (eg. V-0002)
• Enterprise Edition (200) and Unlimited and Perf Edition (2000)
• Optional features: allow reports, activities, track field history, in chatter groups

Assets are related to Products, Cases, Accounts, Contacts

Setup > build > create > object > new custom object > custom fields & relationships
Creating custom fields
Record = rows in object database tables. Records are the actual data associated with an object.
Fields are columns in object database tables.

 field label: appear in the user interface: on the contact page and easy to understand
 field name: what you see in the API  API name: __c (customer object)
Able to change the API name
 Help text: text is explained if the user scrolls over the info-button next to the field
 Custom Field types: allow users to select a value: picklist or lookups
eg. Time Field: store info about preferred contact hours of customer, record the opening and
closing hours for store location (2 Time fields: opening, closing)

Customization options for standard fields
 Field labels can be changed
 Standard picklist values can be added, renamed, reordered, deleted
 Field-level help text can be added
 Field-level security
 CANNOT delete standard fields, but you can remove non-required standard fields from page
layout to hide them for users
 Field history tracking: need to be enabled on a field  add related list to object page layout
enable fields history tracking on Case Status field and add related list to Case page layout
(up to 20 some standard and any custom fields on an object) automatically track changes in
the values of fields, the user that made the change, date/time of change or added a field to
the page layout (up to 18 months for org, and 24 months via API)

,  Lookup filter can be added/edited: restrict the valid values and filter the records displayed
(eg. Restrict account name field on opportunity to allow only active accounts)
 In Classic: required or optional, in LE: required (even it is optional during Setup)
 if a lookup filter is defined on a lookup field means that user can only pick a value
that meets the previously used filter criteria (filter is case sensitive)
 Applied to hierarchical relationship, master-detail relationship and lookup fields to
the Account, Contact, User, CO and Available in the Partner and Customer Portal
 Benefit of using Lookup Filter instead of a VR: Improves user efficiency when
selecting related records
 They can reference fields on the target object as well as fields on records related to
the target object or fields related to the user

Data loss

 Changing field type of custom field data being lost (warning!): any list views based on the
field may be deleted (eg. change Percent to Number, one Currency to another currency)
 Field type of custom field that is referenced by Process Builder cannot be changed
 Assignment rules and Escalation rules may be affected
 Deleting a custom field if there are no references to it (VR, workflows, processes)
A deleted field, its data and field history can be stored within 15 days until it is permanently
deleted: all field history data is deleted and changes are no longer tracked.
 Hard-deletion: to free up custom field allocation

Custom field attributes

• Default field values: certain field types can have a default value set
>< Don’t assign default values to fields that are both required and unique
• Text field: can be set as case sensitive: values as ABC or abc, treated as different values

Setup > object manager > field & relationships > new > (1) data type > (2) enter details > (3) set
field-level security: visibility and editability by profile > (4) add to page layout

Creating custom tabs
Tab = user interface between app and object. It is required so user can interact with the object to
store records.
1. Create, name the tab and select the object:
If you create custom object  a new tab must be created to be able to create records via UI
2. Choose the user profiles for which the tab will be available
Check if the object permission is correctly applied to the profile
3. Choose the app for which the custom tab will available: add tab to app
Profile don’t have access to app, the profile can still have access to tab and objects of the app

Custom tabs can be custom objects, Web tabs, Visualforce tabs, Lightning tabs
Setup > App Setup > Customize > Rename Tabs and Labels: rename Tab Names of standard objects.

If you add custom object tab:
 Recent items
 Sidebar search
 Added to New Link/ Create New Object drop down
 Custom Reports

, Declarative development = developing without code  you use forms and drag-and-drop tools to
perform customization tasks.
Programmatic development = which uses things like Lightning components, Apex code, and
Visualforce pages.

Creating custom apps
App= collection of tabs made visible to certain profiles; workspace where the user works – a set of
objects, fields, and other functionality that supports a business process.
• Standard Apps eg. Sales, Marketing, Service, Community, Chatter, Content, Console apps
• Custom Apps: can have both standard and custom object tabs
eg. Create two custom apps with different tabs and apply one each to two different profiles
 Create New App: user is taken to developer.force.com page:
Selecting tabs, selecting profiles, adding a logo
• You can see which app you’re using and switch between apps using the App Launcher

Every profile must have at least 1 visible app, except profiles associated with Customer Portal users
because apps are not available for them

Distinction in two Lightning apps
 Lightning apps can have their own colors and brand images
 Use pinned list view as the default list view for records that frequently accessed by the users

User no longer can view some of the tabs:
 User has customized the navigation bar of the app:
• Default On: allows the tab to be visible in the app and when viewing all tabs
• Default Off: allows the tab to still visible when viewing ‘All Items’ in App Launcher,
not visible in the app
 User has used the App Launcher to switch to a different app
 User has logged into the wrong SF org
 Admin could modify the access to a tab for a profile, not for individual user:
Enable ‘Tab Hidden’: tab will not be visible in app by default and the user cannot enable it

Lightning App Builder  create Lightning Pages
• Create an App Page
• Create a Home Page: customize Home page for different profiles in LE (users cannot
customize their own Home Page): company logo, dashboard snapshot, custom links
 Home page can be assigned to each app
• Create a Record Page: customized record page available to users  must be activated
(customizations: Lightning components can be added, edited, reordered, removed)
eg. Lightning component Path not displayed on opportunity record page until sales reps have
been trained to utilize it: modify existing opportunity record page and remove the sales Path
component using Lightning App Builder or create and activate a new opportunity record page
in LB and assign it only to the sales reps
 Different record pages displayed for different record types
 Record page doesn’t have to be assigned just to profiles, can be assigned at different
levels: as the org default, as app default, as app/ record type/ profile assignment
• Create an Embedded Service Page

Creating custom links
Used for:

Voordelen van het kopen van samenvattingen bij Stuvia op een rij:

√  	Verzekerd van kwaliteit door reviews

√ Verzekerd van kwaliteit door reviews

Stuvia-klanten hebben meer dan 700.000 samenvattingen beoordeeld. Zo weet je zeker dat je de beste documenten koopt!

Snel en makkelijk kopen

Snel en makkelijk kopen

Je betaalt supersnel en eenmalig met iDeal, Bancontact of creditcard voor de samenvatting. Zonder lidmaatschap.

Focus op de essentie

Focus op de essentie

Samenvattingen worden geschreven voor en door anderen. Daarom zijn de samenvattingen altijd betrouwbaar en actueel. Zo kom je snel tot de kern!

Veelgestelde vragen

Wat krijg ik als ik dit document koop?

Je krijgt een PDF, die direct beschikbaar is na je aankoop. Het gekochte document is altijd, overal en oneindig toegankelijk via je profiel.

Tevredenheidsgarantie: hoe werkt dat?

Onze tevredenheidsgarantie zorgt ervoor dat je altijd een studiedocument vindt dat goed bij je past. Je vult een formulier in en onze klantenservice regelt de rest.

Van wie koop ik deze samenvatting?

Stuvia is een marktplaats, je koop dit document dus niet van ons, maar van verkoper KaeS23. Stuvia faciliteert de betaling aan de verkoper.

Zit ik meteen vast aan een abonnement?

Nee, je koopt alleen deze samenvatting voor €6,49. Je zit daarna nergens aan vast.

Is Stuvia te vertrouwen?

4,6 sterren op Google & Trustpilot (+1000 reviews)

Afgelopen 30 dagen zijn er 82871 samenvattingen verkocht

Opgericht in 2010, al 14 jaar dé plek om samenvattingen te kopen

Start met verkopen
€6,49  2x  verkocht
  • (2)
  Kopen