Salesforce administration presentation.pdf
- 1. Introduction to Salesforce Ad m i n i strati on Welcome to Salesforce Administration. Learn how to manage and configure Salesforce effectively. Salesforce is a powerful platform for managing customer relationships. RK
- 2. Salesforce Org Structure and Customization Understand Salesforce's organizational structure, including profiles, roles, and permission sets. Learn about the different types of Salesforce organizations: Professional, Enterprise, Unlimited, and Developer. Explore customization options like creating custom objects, fields, and page layouts to meet your specific business needs. Design effective data models to ensure data integrity and efficient data management within Salesforce. Org Structure Customization Data Modeling
- 3. User Management and Profiles Learn how to create, edit, and manage user accounts and assign appropriate profiles to them. Activate user accounts to grant them access to the Salesforce platform. Create new user accounts and assign them the necessary licenses and profiles. Handle password resets and manage user login settin gs. Define user profiles and manage their access levels, including object permissions, field-level security, and record types. 3 1 4 2 User Creation User Activation Profile Management Password Management
- 4. Security and Sharing Settings Understand security best practices and configure sharing rules, record- level security, and other security measures in Salesforce. Restrict access to specific fields within an object. Control access to specific objects and their associated records. Automate record sharing based on pre-defined criteria. Define access rules based on record ownership and other criteria. 4 2 3 1 Sharing Rules Object Permissions Field-Level Security Record-Level Security
- 5. Workflow and Process Automation Learn how to automate business processes using Salesforce's powerful workflow and process automation capabilities. Automate tasks and actions based on predefined criteria and triggers. Create more complex automated processes with multiple steps and conditions. Configure approval workflows for managing and tracking a pprovals. Build visually appealing, user- friendly flows for guiding users through complex processes. Workflow Rules Process Builder Flow Approval Processes
- 6. Custom Objects and Fields Create custom objects and fields to store unique data and tailor Salesforce to your specific business needs. Design custom fields to capture and store relevant information within your custom objects. Create custom objects to represent specific entities that are not standard in Salesforce, such as projects or contracts. Implement data validation rules to ensure data accuracy and integrity. 2 3 1 Field Design Data Validation Object Creation
- 7. Reports and Dashboards Learn how to build reports and dashboards to analyze data and visualize key business metrics. Reports Provide a detailed view of data, enabling users to drill down into specific information. Offer a high-level overview of key metrics and provide insights through visually appealing charts and graphs. Dashboards
- 8. Salesforce AppExchange and I nt e g rati on Explore Salesforce AppExchange and learn how to integrate third-party apps and services with Salesforce. Leverage APIs to programmatically interact with Salesforce and exchange data with other systems. Browse and install pre-built applications that enhance your Salesforce experience. Build custom applications and integrations tailored to your specific requirements. Integrate Salesforce with external systems, including databases, CRM, and other platforms. APIs AppExchange I nt e g rati on Custom Development
- 9. Salesforce Administration Best Practices Follow best practices to ensure optimal performance, security, and data integrity in your Salesforce instance. Perform periodic maintenance tasks, such as data cleanup, user account management, and system updates. Establish a comprehensive data backup and recovery plan to protect your valuable data. Provide user training on key features and functionalities to enhance adoption and ensure efficient usage of Salesforce. Implement robust security measures, including strong passwords, multi-factor authentication, and role- based access controls. 3 1 4 2 Regular Maintenance Data Backup and Recovery User Training Security Best Practices
- 10. Conclusion and References Successfully administer Salesforce to streamline your business processes and enhance your CRM capabilities. References: - Salesforce Documentation: https://developer.salesforce.com/docs/ - Trailhead: https://trailhead.salesforce.com/ - Salesforce AppExchange: https://appexchange.salesforce.com/