Developers, consultants, and administrators are the key roles of any business considering Salesforce implementation, irrespective of being technology business or not. They are the ones who keep it ticking and also try and expand Salesforce to include new features and departments.
The seasoned administrators may know the features of it, and many out there may also be certified.
The major benefit of being certified and knowing all possible features of Salesforce is that you can get the most out of this platform and also do customization based on your needs.
In this guide, we will discuss some such things which Salesforce admins, and users may know to achieve the goals at best.
Custom Objects, Relationships, and Fields
In its core, Salesforce is primarily a database which holds a bunch of inter-related tables with rows and columns. However, this is a lot more than the basic relational database tables we are used to but capable of effectively running customer relations, sales, and administration through various user interfaces.
So, understanding different relationship types and the ways of objects linking together, there are various implications to watch for.
Salesforce security model
Initially, Salesforce security model may seem to be a monster to tame; however, once done, it can interact with anything in your Salesforce suite. Salesforce has a comprehensive security model which encompasses all the features including the roles, profiles, shared settings, permissions sets field security, object-level permissions, and so on.
By knowing each of these, the key to success is to enable users to leverage each of these at best and provide them the best experience without tampering data security.
You can use the Trailhead module named Data Security, which can walk you through a customized approach as to safely accessing data and its different aspects including overall management, data objects, database fields, handling records, etc.
Salesforce user management
Being a Salesforce administrator or a business enterprise means you are taking up one of the major responsibilities in terms of business administration. You should make sure that all your users get access to the right parts of Salesforce to accomplish the tasks well on time.
You also need to maintain the profiles and roles well as to what a particular user can see, do, and change based on the user permission settings. On accessing the User Management trailhead, you can learn how to control user access and set privileges for each.
Record types and page layouts
Page layouts and record types are linked directly but have totally different application when it comes to the user experience. On major things, you may learn about these is that when to use one among them over the other for the best output.
For this, the trailhead for App Customization will give you the tools to modify page layout and also how to customize the compact layouts for mobile devices.
The record types aren’t featured in the Trailhead module now, but Salesforce now has an admirable cheat sheet which helps admins to gain more knowledge.
Dashboards and reports
If you are trying to get grips with the Salesforce application or trying to transition from the power user to a Salesforce admin with support from Flosum.com, then there is a fine chance that you already have had a fair interaction with the Reports & Dashboards section.
However, if you yet to explore it, then now it is high time that you know about it. Learning Reports & Dashboards is one of the major goals for the executive management teams and also very critical for any sort of businesses.
The Reports & Dashboards trail-head is the right place to start. You can get a lot of info there, and a lot of things to learn as to how to build report, using various reporting formats, and transferring it into user-friendly dashboards.
Process builder and workflows
Once if you nailed down all the Salesforce CRM basics, then next, you can explore automation or it. The process builder and workflow rules are ideal ways to just click instead of coding to add complex processes through automation.
Salesforce workflows can be easy to triggers this way by adding such events like ‘Opportunity Stage = Closed Won,’ which can further save many actions as sending mails, field updates, creating a task, etc.
Process builder is a new-age workflow management system which enables more actions like the creation of records, post to chatter, etc. There is a trailhead module named Process Automation, which can take you through the detailed courseware and process the automation tools by going through the step by step tutorials.
Some other general features
Along with the above trailheads, it is also beneficial to know some specific features as below which comes handy to the admins and users.
- Rules for auto-response
You can use messages which are pre-programmed and also set standards to send messages consequently to the leads meeting certain set criteria. Such messages can be used to tell the clients that you care about them and actively engaged with them.
It can be used to segregate data into some logical modules for better management. Such modules make it easier to seek for data, make reports, and use the list views.
It is a handy system for record sharing, which will let you access accounts based on the quality of records. It will empower the Salesforce admin and users to structure a custom sharing system for your business locations.
- Person accounts
Salesforce is traditionally a B2B model with many contacts in an account and various cases identified with the accounts. The person accounts will let you utilize the B2C demonstrate too.
- Sales teams and accounts teams
In the event that you maintain a private sharing, but needs to collaborate various users from different locations to work together on the accounts, then sales teams and account teams can be of your help.
- Content delivery
This feature will let you convey the records to contacts on Salesforce by providing custom connections. You can see the content conveyances on this page or download or connect given numerous choices as to securing alternatives to download the report, ensuring watchword, and also the acknowledgment as the conveyance is seen.
The guys who are working on Salesforce Trailheads are actively updating it, and it is ideal for the users to access those from time to time to keep yourself updated about the features of this constantly evolving CRM suite.
Bio: – Evans Walsh is a freelance content writer. He has written many good and informative articles on different categories such as https://www.flosum.com/