Index
A
access
modifying, with permission sets 228-232
accounts 69
business use case 70
working 70
Active Directory (AD) 207
activities 23
call log 28
navigating 24
Task List View 31
tasks 25
tasks, viewing 32
ADMINISTRATION section
Apex sharing 236
AppExchange 134
URL 134
App Launcher 7
app page 294
approval process 404
approval steps, viewing 408-413
approver selection, adding 406-408
business use case 404
business use case, testing 415-421
email approvals, enabling 414, 415
entry criteria, adding 406-408
approver selection, approval
Apps, PLATFORM TOOLS section
settings 195
assignment rules 423
auto-response rules
C
calendar entries
creating 32
call log, activities
business use case 28
campaign functionality
improving, with third-party apps 132-135
campaign hierarchies
used, to manage marketing 131, 132
campaign history
campaign members
adding 124
campaign members, list
email, sending to 130
campaigns 120
business use case 120
case assignment rules
business use case 431
creating 431
case capture forms
generating, with Web-to-Case 149-151
business use case 138
Related section 143
case status 144
change sets
business use case 255
Chatter 13
Company Settings, SETTINGS section
contact roles 101
adding, for opportunities 101-104
business use case 76
created customizations
criteria-based sharing 222
Cross-Origin Resource Sharing (CORS) 208
Custom Code, PLATFORM TOOLS section
Customer Relationship Management (CRM) 1, 69
custom fields
customized home page 294
custom objects
business use case 264
custom record page 294
D
dashboards
using, to visualize data 174-178
data
analyzing, by report creation 160
visualizing, with dashboards 174-178
Data, ADMINISTRATION section
settings 191
database tables 264
Data Classification, SETTINGS section
settings 206
data element 341
dataloader.io 204
debug log
business use case 473
using 473
Developer Pro sandboxes 253, 254
Developer sandboxes 253
E
Einstein, PLATFORM TOOLS section
settings 197
business use case 36
Email, ADMINISTRATION section
Email forwarding 156
email integration options 36
using 38
Email-to-Case 137
Email Verification 156
Entity Relationship Diagram (ERD) 197
entry criteria, approval
Environments, PLATFORM TOOLS section
settings 202
escalation rules 145
event 32
business use case 33
Salesforce calendar 35
F
Feature Settings, PLATFORM TOOLS section
settings 195
Field Sets 212
Flow Builder 335
Flow Builder elements 339, 340
data element 341
flow resource element 341, 342
interaction element 340
logic element 340
flow resource element 341, 342
choice 342
collection choice set 342
constant 342
formula 342
picklist choice set 342
record choice set 342
stage 342
text template 342
variable 341
flow types 337
autolaunched flow 339
platform event-triggered flow 338
record-triggered flow 338
schedule-triggered flow 338
screen flow 338
forecasts
forms
working, with Web-to-Lead 52-56
formulas
business use case 452
formula field, creating 452-459
G
global variable 380
Google Authenticator 207
I
Identity, SETTINGS section
settings 207
implicit sharing 235
Independent Software Vendors (ISVs) 191
Integrations, PLATFORM TOOLS section
settings 204
interaction element 340
action 340
screen 340
subflow 340
K
Key Performance Indicators (KPIs) 160
L
lead assignment rules
business use case 424
creating 424
lead processes
leads 42
business use case 42
lead settings
options 62
Lead Status field
Lightning pages 293
Activities component 302
app page 294
business use case 294
components 298
customized home page 294
custom record page 294
Highlights panel 299
layout 298
overview 294
Related Lists component 300
Tabs component 300
list views
logic element 340
assignment 340
collection filter 341
collection sort 341
decision 340
loop 340
M
managed package application 314, 315
marketing
managing, with campaign hierarchies 131, 132
Matrix report 164
Matrix report, chart
dashboards, using to visualize data 174-178
Matrix reports 166
N
Notification Builder, PLATFORM TOOLS section
settings 204
O
Object Manager tab
Objects and Fields, PLATFORM TOOLS section
settings 197
opportunities 94
opportunities, components
Business use case 94
opportunity stages 97
organization-wide defaults
business use case 216
controlled by parent 216
private 216
public read-only 216
public read/write 216
public read/write/transfer 216
using 216
Outlook integration options
using 38
ownership-based sharing 221, 222
ownership skew
implications 245
P
page layouts
path to production 470
business use case 470
strategies 470
Permission Set Groups 232
permission sets
access, modifying with 228-232
business use case 227
using 227
personal settings
customizing, on Salesforce 16-20
PLATFORM TOOLS section
Apps 195
Development 201
Einstein 197
Event 198
exploring 194
Feature Settings 195
Integrations 203
Notification Builder 204
Objects and Fields 197
Offline 204
Performance 201
Process Automation 198
Slack 196
User Engagement 203
User Interface 199
Process Automation, PLATFORM TOOLS section
settings 198
Process Builder 335
production testing 472
products and price books
profile access
business use case 224
setting 224
profiles 224
Q
queue 428
business use case 429
creating 428
QuickStart
business use case 327
used, for configuring Salesforce Mobile 326
quotes
R
record-triggered flow, example 376
business use case 376
distributing 398
implementation 398
record types
regression testing 472
relationships 83
business use case 84
report
business use case 160
chart, adding to 166
creating, to analyze data 160-163
types, creating with grouping 163, 164
Return on Investment (ROI) 123
role hierarchy 218
business use case 218
S
Salesforce
navigating 6
Salesforce AppExchange 315-317
Salesforce Classic
versus Salesforce Lightning 3-6
editions 2
Salesforce data modeling
concepts 264
custom objects 264
relationships 264
standard objects 264
Salesforce data modeling 264
Salesforce developer edition
reference link 3
Salesforce economy 1
Salesforce Flow 335
Salesforce Lightning
features 3
Salesforce Mobile
configuring, with QuickStart 326
sales path 97
sandboxes
business use case 248
Developer Pro sandboxes 253
Developer sandboxes 253
Partial Copy sandboxes 253, 254
types 252
using 248
screen flow, example 343
business use case 344
search options
Security, SETTINGS section
service-level agreement (SLA) 140
SETTINGS section 205
Company Settings 205
Data Classification 206
Identity 207
Privacy Center 206
Security 208
Setup page
sharing 215
sharing rules 220
adding 220
business use case 220
single sign-on (SSO) 206
Software as a Service (SaaS) 1
summary report 164
System Integration Testing (SIT) 471
system testing 472
T
tabular report 164
tasks, activities
business use case 25
team access
business use case 223
setting 223
testing types 471
production testing 472
regression testing 472
system testing 472
UAT testing 472
unit testing 472
third-party applications
business use case 315
discovering 314
managed package application 314
managed package applications 315
Salesforce AppExchange 315-317
unmanaged package application 314
unmanaged package applications 315
used, for improving campaign functionality 132-135
U
UAT testing 472
unit testing 472
unmanaged package applications 314, 315
user
adding, in team 223
User Acceptance Testing (UAT) 255, 471
User Engagement 203
User Interface, PLATFORM TOOLS section
settings 199
users
business use case 240
creating 239
Users, ADMINISTRATION section
settings 189
V
validation rules 459
business use case 460
visibility 215
W
Web-to-Case 137
using, to generate case capture forms 149-151
Web-to-Lead
Workflows 335
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