Salesforce Advance Administrator Notes (Dashboards)
Dashboards Dashboard formats and what type of data is best displayed in each format: Horizontal bar/vertical column charts are great for showing geographical data, stage or status information, or any data that’s part of a single grouping. Pie and donut charts are useful for displaying data that shows proportions of a total, such as the number of leads by...
Salesforce Advance Administrator Notes (Analytical snapshots)
Analytical snapshots Prepare Analytics snapshots To set up an analytic snapshot, you need a source report and a target object with fields to contain the data in the source report. After you create a source report, target object, target object fields, define your analytic snapshot, and map its fields, you can schedule when it runs. You can schedule an analytic...
Salesforce Advance Administrator Notes (Process Automation)
Process Automation Order of Execution-TRIGGER Loads the original record from the database or initializes the record for an upsert statement. Loads the new record field values from the request and overwrites the old values. If the request came from a standard UI edit page, Salesforce runs system validation to check the record for: Compliance with layout-specific rules Required values...
Salesforce Advance Administrator Notes (Data Strategy)
Data Strategy Top data quality Steps Step 1: Profile your data Data profiling is all about understanding your data. You should know where your data comes from: spreadsheets, backend systems, or sticky notes all over reps’ desks. Step 2: Control your data Data control is about achieving data accuracy and ensuring the right users have access to the right...
Salesforce Advance Administrator Notes (Entitlements management)
Entitlements management Entitlement management lets you and your support agents: Verify if your customers are eligible for support Create and maintain service contracts for your customers Specify unique service levels for each customer, such as first response and resolution times Enforce service levels with time-dependent, automated processes that instruct agents how to resolve cases http://www.infallibletechie.com/2013/06/entitlement-management-in-salesforce.html Entitlement Management Features Entitlement...
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