Salesforce Advance Administrator Notes (Knowledge management)
Knowledge management Salesforce Knowledge is a knowledge base where users can easily create and manage content, known as articles, and quickly find and view the articles they need. Salesforce Knowledge provides the following features and tasks to help you efficiently manage your knowledge base and its users: Using Article Types Article types are custom containers for your articles. Every article belongs...
Salesforce Advance Administrator Notes (Auditing & Monitoring)
Auditing & Monitoring Auditing Auditing features do not secure your organization by themselves, but these features provide information about usage of the system, which can be critical in diagnosing potential or real security issues. Auditing features include: Record Modification Fields (Owner, Created By, Modified By, Last Modified Date, Created Date) Login History ( 6 Months History. 20,000 recent Logins)...
Salesforce Advance Administrator Notes (Territory Management)
Territory management Territory management is an Account sharing system (also its Related List objects) that grants access to accounts based on the characteristics of the accounts. It provides a powerful solution for structuring your users, accounts, and their associated contacts, opportunities, and cases. Territory Management is available only for organizations that use Customizable Forecasting. Enabling Territory management can be...
Salesforce Advance Administrator Notes (Sharing Security)
Sharing Security Every user in Salesforce has a profile Standard profile OR Custom profile. A user’s profiles determines access to objects, and fields in objects. Standard profiles – Profiles control- Standard userSystem AdministratorContract ManagerMarketing UserRead Only Solution Manager Site.com Only User Partner User Customer Portal UserCustomer Portal ManagerStandard Platform One App UserHigh Volume Customer PortalChatter Only User Chatter Free User Chatter External...
Salesforce Advance Administrator Notes (Content)
Content With Salesforce CRM Content you can organize, share, search, and manage content within your organization and across key areas of the Salesforce application. Content can include all file types, from traditional business documents such as Microsoft® PowerPoint presentations to audio files, video files, Web pages, and Google® docs. Organizing Rather than keep files in folders that make content difficult to find, Salesforce CRM Content stores...
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