Salesforce Administrator: A Global Guide for Success.

 

Introduction

Salesforce is a cloud-based vendor company . In which data stored into data base. Salesforce is a Powerful Customer relationship management. Salesforce is framework to develop a project you need to platform. Those platforms available for different editions. Salesforce admin and provide valuable insights and tips to help you excel in your role.

                                  


1.Customizing the salesforce:

·          Creating objects and fields

·         Page layouts

·         Record types

·         Work flows

·         Validation rules

·         Implementing Automation with Process builder

2.User access and Security settings:

·         Creating user

·         Creating profile

·         Permission sets

·         Setting up role hierarchies

·         Implementing field level security and sharing rules

·         Login history and security risks

3.  Data quality :

·         Implement data validation rules

·         Defining data policies

4. Reporting and Analytics:

·         Creating reports and dashboards

·         Sharing reports with users

·         Decision making

 

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