Salesforce Community Group Quito, Salesforce 101

Salesforce Community Group Quito, Salesforce 101

1. Explorando Salesforce:
Consejos para Admins
Giancarlo Pacini
Paola De la Torre

2. Giancarlo Pacini
Director, Salesforce Engineering
Paola De la Torre
Salesforce Associate Solution Consultant

3. Agenda
1.Salesforce 101
2.Cosas que me hubiera gustado saber al inicio
3.Admin Tips
4.Q&A

4. Salesforce 101

5. ¿Qué es un CRM?

6. Salesforce Customer 360
●Visión completa del
consumidor
●Historia y
actividades de
ventas, post-ventas,
marketing y más
●Interacciones entre
departamentos

7. Einstein 1 Platform
●Integrada
●Low-Code
●Automatizada
●Segura

8. Cosas que me hubiera gustado saber al
inicio

9. Trailhead
●Ranks
●Admin Training
●Trail Mixes
●Projects
●Superbadges
●Cert Days

10. Community Groups and Resources

●Success Community
Groups
○Chatter Groups
●Trailblazer Community
○Event Groups
●Salesforce Ben
●Focus on Force

11. Careers

●Salesforce Career Quiz
●Career Sections
○Salesforce End Users
○Salesforce Consultancies
○Salesforce ISVs
○Salesforce

12. End User
Source

13. Consultancy
Source

14. App Exchange
Source

15. Salesforce
Source

16. Continuous Learning
●Certifications
○Cert Prep
Resources
●Recommended
Order of
Certifications

17. Admin Tips

18. End User Experience
https://trailhead.salesforce.com/users/gpacini/trailm
ixes/verndale-academy-salesforce-end-user

19. Chrome Extensions
Salesforce Inspector

20. Chrome Extensions
Salesforce Admin Check All

21. Chrome Extensions
Better Salesforce formula editor

22. Chrome Extensions
Salesforce Colored Favicons

23. Chrome Extensions
Salesforce Change Set Helper

24. Chrome Extensions
Salesforce Show Api Name

25. Metadata Types
-Aprender a identificar el tipo de
metadata y que significa.
-Cómo manejar los deployments
e identificar la dependencia
entre tipos de metadata.
-https://developer.salesforce.com
/docs/atlas.en-us.api_meta.meta
/api_meta/meta_types_list.htm

26. Global Picklists
-Custom Picklists
-Standard Value Sets
-Global Picklists

27. Master-Detail vs Lookup
-Dependencia en Sharing
-Cascade Deletion
-Reportes conjuntos
-Reparenting

28. Reportes y Dashboards
-Buckets
-Summary Formulas
-Row-Level Formulas
-Jerarquía
-Joined Reports
-Cross Filter Formulas

29. QA & Claim Ownership
●↑ Calidad = ↑ Eficiencia
●Proceso de Control de Calidad
●Documentación
●Sandbox

30. Q&A

32. Chatter Group Events