Salesforce Administration Presentation.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
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.
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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.
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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.
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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.
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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.
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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/