Introduction-to-Salesforce-Administration.pdf

Salesforce helps businesses keep track of customer interactions and sales data. It can manage leads, contacts, opportunities, and cases. Salesforce also offers several features to help businesses automate their sales and marketing processes, such as email marketing, lead capture.

1. Introduction to
Salesforce
Administration
Welcome to Salesforce Administration. Learn how to manage and
configure Salesforce effectively. Salesforce is a powerful platform for
managing customer relationships.
by Rishu KumarRK

2. Salesforce Org Structure and Customization
Understand Salesforce's organizational structure, including profiles, roles, and permission sets.
Org Structure
Learn about the different types of
Salesforce organizations:
Professional, Enterprise, Unlimited,
and Developer.
Customization
Explore customization options like
creating custom objects, fields, and
page layouts to meet your specific
business needs.
Data Modeling
Design effective data models to
ensure data integrity and efficient
data management within Salesforce.

3. User Management and Profiles
Learn how to create, edit, and manage user accounts and assign
appropriate profiles to them.
1
User Creation
Create new user accounts
and assign them the
necessary licenses and
profiles.
2
Profile Management
Define user profiles and
manage their access levels,
including object
permissions, field-level
security, and record types.
3
User Activation
Activate user accounts to
grant them access to the
Salesforce platform.
4
Password Management
Handle password resets
and manage user login
settings.

4. Security and Sharing Settings
Understand security best practices and configure sharing rules, record-
level security, and other security measures in Salesforce.
1
Object Permissions
Control access to specific objects and their associated
records.
2
Field-Level Security
Restrict access to specific fields within an object.
3
Record-Level Security
Define access rules based on record ownership and other
criteria.
4
Sharing Rules
Automate record sharing based on pre-defined criteria.

5. Workflow and Process
Automation
Learn how to automate business processes using Salesforce's powerful
workflow and process automation capabilities.
Workflow Rules
Automate tasks and actions
based on predefined criteria
and triggers.
Approval Processes
Configure approval workflows
for managing and tracking
approvals.
Process Builder
Create more complex
automated processes with
multiple steps and conditions.
Flow
Build visually appealing, user-
friendly flows for guiding
users through complex
processes.

6. Custom Objects and Fields
Create custom objects and fields to store unique data and tailor
Salesforce to your specific business needs.
1
Object Creation
Create custom objects to represent specific entities that
are not standard in Salesforce, such as projects or
contracts.
2
Field Design
Design custom fields to capture and store relevant
information within your custom objects.
3
Data Validation
Implement data validation rules to ensure data accuracy
and integrity.

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.
Dashboards Offer a high-level overview of
key metrics and provide
insights through visually
appealing charts and graphs.

8. Salesforce AppExchange and
Integration
Explore Salesforce AppExchange and learn how to integrate third-party
apps and services with Salesforce.
AppExchange
Browse and install pre-built
applications that enhance your
Salesforce experience.
Integration
Integrate Salesforce with external
systems, including databases,
CRM, and other platforms.
APIs
Leverage APIs to
programmatically interact with
Salesforce and exchange data
with other systems.
Custom Development
Build custom applications and
integrations tailored to your
specific requirements.

9. Salesforce Administration Best Practices
Follow best practices to ensure optimal performance, security, and data integrity in your Salesforce instance.
1
Regular Maintenance
Perform periodic maintenance tasks, such as data
cleanup, user account management, and system
updates.
2
Security Best Practices
Implement robust security measures, including strong
passwords, multi-factor authentication, and role-
based access controls.
3
Data Backup and Recovery
Establish a comprehensive data backup and recovery
plan to protect your valuable data.
4
User Training
Provide user training on key features and
functionalities to enhance adoption and ensure
efficient usage of Salesforce.

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/