salesforce administration advanced topics
TRANSCRIPT
Salesforce AdministrationAdvanced topics
Author: José Ramón Huerga (February 2016)
Why this presentation?During the preparation of the Salesforce Certified Administrator exam, it is quite common to review questions and answers found in sites such as Cram or Quizlet It is very possible that you are going to find old questions on those sites. They refer to topics that currently are not part of the contents of recent exams.In this presentation you are going to find important details related with Salesforce that probably are not going to be found in the questions of the exam but that – anyway – it is worth to know them.It is recommended to watch the presentation in full screen mode, as it mainly contains pictures.
• Opportunities can be splitted.
• Related Lists• It is possible to configure related lists
(columns to display, sort order, etc)• Some related lists of Account (such as
Notes & Attachments) cannot be configured
• Customizing related lists of Opportunity
• Deleting and restoring custom objects
• A Custom Object used in a reporting snapshot cannot be deleted.
• When you delete a custom object, Salesforce does not add it to the Recycle Bin. Instead, deleted objects appear in the Deleted Objects list for 15 days.
• During this time, the object and its data are soft deleted, meaning you can restore or permanently erase (hard delete) the object and its data.
• After 15 days, the object and its data are automatically hard deleted.
• A reporting snapshot lets you report on historical data.
• Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object.
• They can then schedule when to run the report to load the custom object's fields with the report's data.
• Reporting snapshots enable you to work with report data similarly to how you work with other records in Salesforce.
• Other massive operations
• Once a customer purchases a product, it is possible to track in Salesforce the product.
• Under “Assets” we can associate a product with an account.
• Pieces of info such as the serial number can be informed.
• Case Teams and Predefined Case Teams
• Entitlements. Specify whether a customer is entitled to customer support.
• Milestones. represent required steps in your support process, such as “Resolution Time” and “First Response”.
• Business Hours. Specify the hours when your support team is available to serve customers. This helps make your department’s processes, such as escalations and milestones, more accurate.
• It is possible to create new pages in Salesforce.
• Visualforce is the component-based user interface framework for the Force.com platform.
• Visualforce pages support inline editing.
• Tags are searchable
• The subtab “popular ideas” is used to rank the popular ideas.
• The value “half-life” parameter determines how quickly old ideas drop in ranking on the Popular Ideas subtab, to make room for ideas with more recent votes.
• A shorter half-life moves older ideas down the page faster than a longer half-life.
• Chatter Answers• It is possible to add question
validation rules.
• Build web tabs so that your users can use your web applications or other websites from within the application.
• José Ramón Huerga• Linkedin: https://es.linkedin.com/in/jrhuerga• Email: [email protected]• Phone: +34 696 61 97 53
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