1. Territory Administration
1.1. Types of jobs
1.1.1. SF standard
1.1.1.1. Assignment Rule
1.1.1.1.1. Zip / Brick Assignment Job @ Territory
1.1.1.1.2. other standard Assignment Rule @ Territory
1.1.2. OCE
1.1.2.1. Customer Alignment Rule
1.1.2.1.1. Account to Territory Job
1.1.2.2. Territory Alignment Rule
1.1.2.2.1. Zip to Territory Job
1.1.2.2.2. Brick to Territory Job
1.2. 2 modes
1.2.1. Limit 255 Territory field
1.2.1.1. Setup -> Custom Setting -> Territory Mgmt. ->Remove 255 = False
1.2.1.2. use Customer Alignment Rule record (CAR)
1.2.2. OT2A (Object Territory to Association)
1.2.2.1. Setup -> Custom Setting -> Territory Mgmt. ->Remove 255 = True
1.2.2.2. ignore the CAR records
1.2.2.2.1. but CAR records still auto created when creating new account
1.2.2.2.2. update in CAR record won't impact the OT2A or whether account is aligned to a specific territory
1.2.2.3. use OT2A record instead
1.2.2.3.1. when create new account
1.2.2.4. different SQL for all the DB schema
1.3. Plan Cycle
1.3.1. Account Goal @Account level
1.3.1.1. Activity Plan
1.3.1.1.1. Limit
1.3.1.1.2. Goal
1.3.2. Call Plan @Call # level
1.3.2.1. define: each Account + Call #
1.4. Product Territory Allocation @Product level
1.4.1. DTP
1.4.2. Physical Drop
1.5. Territory Hierarchy
1.5.1. multiple hierarchies can be created
1.5.2. only 1 is Active, others are Planning status
1.5.3. can decide Account access
1.5.3.1. can view all accounts if user is aligned to this territory
1.5.3.2. can view, edit , delete
1.5.3.3. can view, edit, delete and transfer...
2. Activity Plan
3. SF admin
3.1. Setup & settings
3.1.1. My domain
3.1.1.1. Build a lighting page
3.1.1.2. URL instance stay the same
3.1.1.3. Single Sign-on prerequisites
3.1.2. User logins
3.1.2.1. login history
3.1.2.2. good password
3.1.2.3. password manager app
3.1.2.4. deactivated user
3.1.2.4.1. limitation to deactivate user
3.1.2.5. login permission
3.1.2.5.1. user interface login permission
3.1.2.5.2. api login permission
3.1.2.6. 2-factor authentication
3.1.2.6.1. security token
3.1.2.7. Report access
3.1.2.7.1. report subscription
3.1.2.8. Account team
3.1.3. Sharing
3.1.3.1. temp
3.1.3.1.1. owner-based sharing
3.1.3.1.2. criteria-based sharing
3.1.3.1.3. manual sharing
3.1.3.1.4. hierarchical sharing
3.1.3.1.5. sharing set
3.1.3.1.6. Groups
3.1.3.2. control Objects & Fields
3.1.3.2.1. permission set
3.1.3.2.2. Profiles
3.1.3.3. control records level
3.1.3.3.1. sharing setting
3.1.3.3.2. Role hierarchy
3.1.3.3.3. sharing rules
3.1.4. Fields
3.1.4.1. field types
3.1.4.1.1. formula
3.1.4.1.2. text box -> pick list
3.1.4.1.3. roll-up summary fields
3.1.4.1.4. lookup
3.1.4.1.5. master-detail
3.1.4.1.6. Auto number
3.1.4.2. relationships
3.1.4.2.1. junction
3.1.4.2.2. hierarchical
3.1.4.2.3. master-detail
3.1.4.2.4. lookup
3.1.4.2.5. many-to-many
3.1.5. Delete / recycle bin
3.1.5.1. hard delete
3.1.6. Company Info
3.1.6.1. redirect policy
3.1.6.2. currency locale
3.1.6.3. default language
3.1.7. Data Protection & Privacy
3.1.7.1. individual field
3.2. Lightning
3.2.1. visibility limitation
3.2.2. Lightning usage reports
3.2.3. can customize which pages
3.2.3.1. app page
3.2.3.2. record page
3.2.3.3. dashboard page
3.2.3.4. user page
3.2.4. components
3.2.4.1. Related record
3.2.5. page types
3.2.5.1. app page
3.2.5.2. record page
3.2.5.3. dashboard page
3.2.5.4. user page
3.2.5.5. page component
3.2.6. classic page
3.2.6.1. theme?
3.3. Lead
3.3.1. Concert process
3.3.2. Stage setup flow
3.3.3. Auto response rule
3.3.4. Lead -> campaign members
3.4. Opportunity
3.4.1. cross-sell opp
3.4.2. Price book
3.4.3. Big deal alert
3.4.4. Key deal
3.4.5. Opportunity path
3.4.6. Flow
3.4.7. Splits
3.5. Contact
3.5.1. contact hierarchy
3.5.1.1. record-level access
3.5.1.2. limit 30000?
3.6. Campaign
3.6.1. Campaign members
3.6.2. Campaign influence
3.7. Sales
3.7.1. Sales quota
3.7.2. Forecasting
3.8. Sales console / service console
3.9. Chatter
3.9.1. Broadcasting group
3.9.2. Chatter stream
3.9.3. Chatter unlisted group
3.10. Case
3.11. Dashboard & reports
3.11.1. Dynamic dashboard
3.11.2. Chart types
3.11.2.1. Gauge
3.11.2.2. Bucket column
3.11.2.3. Group rows
3.11.3. Dashboard filter
3.11.4. Dashboard subscription
3.11.5. Running user set
3.12. Data mgmt.
3.12.1. Data export / imports
3.12.1.1. Data loader
3.12.1.1.1. Append token at the end of
3.12.1.2. Data export wizard
3.12.1.2.1. >300 records at 1 time
3.12.1.3. Mass transfer tool
3.12.1.4. Mass delete
3.12.1.5. Mass delete
3.12.1.6. Dataloader.IO
3.12.2. Backup
3.12.2.1. Metadata backup limitations
3.13. Automation
3.13.1. Case auto-response rule
3.13.2. Task assignments
3.13.3. Process builder
3.13.4. Flow builder
3.13.4.1. Flow types
3.13.4.1.1. Recorded-trigger flow
3.13.4.1.2. Scheduled-trigger
3.13.4.1.3. Screen flow
3.13.4.1.4. Auto-launched
3.13.4.1.5. Platform event
3.13.4.2. Flow elements
3.13.4.3. fault connector
3.13.5. Workflow rule
3.13.5.1. Automation Actions
3.13.5.1.1. email alert
3.13.5.1.2. update field
3.13.5.1.3. task
3.13.5.1.4. outbound message
3.13.6. Other SF tools
3.13.6.1. Approval process
3.13.6.2. Einstein next best action
3.13.6.3. Apex
3.13.7. Utility bar
3.13.8. Outbound message
3.13.9. Fault connector
4. Onekey Connector
4.1. Use case
4.1.1. Onekey search
4.1.2. Delta download
4.1.3. Bulk loader
4.1.4. Onekey DCR
4.1.5. VR?
4.1.6. OneKey Caching table
4.1.6.1. run Territory Job
4.1.6.1.1. => copy and create ATF records
4.2. Configuration
4.2.1. Country
4.2.1.1. US
4.2.1.2. Europe
4.2.1.3. China
4.2.2. Optmized JSON
4.2.2.1. V1
4.2.2.2. V2
4.2.3. Mapping
4.2.3.1. 1:Many
4.2.3.1.1. ind. address & workplace address -> Address
4.2.3.2. Many:Many
4.2.3.2.1. Individual License -> Account Identifier
4.2.3.2.2. ind. address & workplace address -> Account Address
4.2.3.3. * connector only
4.2.3.3.1. Ind. License -> Standard SF object: ACR
4.2.4. VR
4.2.4.1. VR1.0
4.2.4.2. VR2.0
4.3. OneKey Business Logic
4.3.1. OneKey data structure
4.3.1.1. Digital Insight
4.3.1.2. KOL
4.3.1.3. ....
4.3.2. terminology
4.3.2.1. HCRS
4.3.2.1.1. stands for US region only
4.3.2.1.2. US has SLN data
4.3.2.2. BL
4.3.2.3. OptV1