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Salesforce CRM by Mind Map: Salesforce CRM
5.0 stars - 11 reviews range from 0 to 5

Salesforce CRM

Administration

Standard Objects

Accounts

Contacts

Opportunities, Potential Sales deals associated with accounts. Make up sales pipeline and forecasts. Associated with contacts.

Cases, Customer feedback, problems, or questions. Associated with accounts and contacts. Used to resolve issues.

Solutions, Contain a description of customer issues and resolutions. Associated with cases.

Campaigns, Marketing projects. Have related leads and contacts show as campaign members. Have related opportunities.

Leads, Individuals interested in your products or services. Associated to campaigns. Converted into accounts, contacts, and opportunities.

User

Tasks / Events

Customer Onboarding

Company Information, Name and address, Primary contact, Default locale, Default currency, Storage used, Licences available

Financial Information, Fiscal Year, Currencies, Multi-Currency, Advanced Currency Management

Support Information, Business Hours, Holidays

Troubleshooting Issues

User's Login History

Invalid Passwords in Active Users

Password Policies

Logging in as an End User

General Administration

Login Methods, User Interface, API, Desktop or Mobile Clients

Login Verification, Login Restrictions: Login Hour restrictions, Trusted IP range: IP address restrictions, Valid Cookie Stored, Computer Activation Process: "Email me a verification code"

Organization-Wide Settings, Company information and primary contact details, Default language, locale, and timezone, License information, Search Settings, Global Search, Sidebar Search, Advanced Search, Fiscal year settings, Currencies and exchange rates: single currency, multiple currency (enables by Salesforce), My domain

User Interface, Record-Level Configuration, Collapsible detail page sections, Inline field editing, Enable hover details: Mini page layout, Enable separate loading of relating lists, Enable inline editing, Enable enhanced lists, Enable printable list views, Enable spell checker, Activate Extended Mail Merge, Sidebar, Enable collapsible sidebar, Calendar settings, Enable home page hover links for events, Enable drag-and-drop editing on calendar views, Sidebar settings: quick create, Show custom sidebar components on all pages

Security Settings, Standard Profiles, Customizations, Administrative permissions, General user permissions, Object-level permissions, notably "Password Never Expires", Profile Types, Contract manager, Marketing user, System administrator, Solutions manager, Standard user, Read only, Sharing Settings, Controlled by Parent, Private, Public Read Only, Public Read/Write, Public Read/Write/Transfer, Public Full Access, Grant Access Using Hierarchies, User Types, Marketing User, Offline User, Knowledge User, Service Cloud User, Mobile User, User Permissions, Create a profile with the "Manger Users" permission, Use delegated administration, Creating and editing users and resetting passwords for users in specified roles and all subordinate roles, Assigning users to specified profiles, Logging in as a user who has granted login access to their administrator, Password Configurations, Password Polocies, User passworde expire in, Enforce password history, Minimum password length, Password complexity requirement, Password question requirement, Maximum invalid login attempts, Lockout effective period, Forgot Password, Locked Account Assistance, Clone, edit, or delete profile, Edit or delete sharing settings, Edit user login hours, Unlock users who are locked out of Salesforce, Deactivating Users, Modify all dashboard and reporting components from "Run as specified user" to "Run as specified user"

Platform / Force.com

Programatic

Platform / Force.comPropertiesFormat SmallMediumLargeSize BoldItalicText AbcStyleIcons & ImagesRemove icon Choose iconRecent Icons Choose imageImages Notes Links Files Tasks

Test Environments, Configuration-only sandbox, Creates copy of metadata from prod, Copies reports, dashboards, price-books, and products, Used to configure prod, create objects and relationships, and reploy them to prod, Does not copy any production data, Developer sandbox, Used to coding and testing, Copies entire configuration and customization of the production org, Does not copy any production data, Apex and Visualforce coding is also copied, Full copy sandbox, Copies entire production org, its data records, documents, and attachments, Have same IDs of the records as that of prod only when it has been freshly created

Declarative

Platform / Force.comPropertiesFormat SmallMediumLargeSize BoldItalicText AbcStyleIcons & ImagesRemove icon Choose iconRecent Icons Choose imageImages Notes Links Files Tasks

Objects, Standard Objects, Custom Objects, Fields, Field Type, Text (255), Text Area (255), Long Text Area (32,000), Rich Text Area (32,768), Picklist, Dependent Picklist, Phone, Email, Checkbox, Percent, Date, Date / Time, Encrypted Field, URL, Relationships, Lookup, Optional, No Relationship Dependencies, Deleting parent has no effect on "child", Independent sharing rules and owners, 25 Lookup Fields with 25 different object, Master-Detail, Master-child deletion, Ownership of the child is given to the master objects owner, Inherits sharing, and security settings as well as look & feel, Master record is always required for storing a child, Custom object is always the child of a standard, object, Maximum of 2 master detail per object - if one master is deleted, the child is deleted, Multiple levels deep, Master is standard object: two multiple level deep, Master is child: three multiple level deep, Self-Relationship / Hierarchical, When an object has a lookup with itself, Typically used for supervisor, manager on User Object, Many-to-Many Relationship, Object A can have many child objects B, while Object B can have multiple child objects A, Limits, Custom Fields - 500, Custom relationships - 25, Active workflows - 50, Total workflows - 300, Approval Processes - 500, Active Lookup Filters - 5, Active Validation Rules - 100, Vlookup Function - 10, Sharing Rules (Owners & Criteria-based sharing) - 300, Sharing Rules (Criteria-based sharing only) - 50

User Interface, Application, Tabs, Custom Object Tab, Web Tabs, Visualforce Tabs, Page Layouts, Views, Detail View, Edit View, Mini Page Layout, List View / Tab View, Page Layout Editor, Categories, Buttons, Visualforce, Javascript, Related Lists, Fields, Formatting, Sections, Single Column, Double Column, Blank Space, Wrench, Tab-Key Order, Permissions, Read-Only, Required

Business Logic, Entry Criteria, Criteria is met, Formula evaluates to true, Cross-Object Formulas, Validation Rule, Formula, Currency, Date, Date / Time, Number, Percent, Text, Roll-Up Summary Fields, Count, Sum, Min, Max, Workflow, Evaluation Criteria, When a record is created or when a record is edited and did not previously meet the rule criteria, Only when a record is created, Every time a record is created or edited, Action, Email Alert, Field Update, Outbound Message, Task, Time-Dependent Workflow, Time-Based Workflow Queue, Approval Process, Process Definition, Initial Submission Actions, Locking a record, Assigning a Task, Sending an Email, Sending an outbound message, Updating a Field, Step Definition, Determine whether all records should enter the step, Determine whether the approver's delegate can approve a record, Define Approval/Rejection Actions, Final Rejection Actions, Final Approval Actions, Recall Actions, Use Process Visualizer, Parallel Approval Process, Send Approvals to upto 25 different people, When multiple approvers are selected, Approve or reject based on the FIRST response, Require UNIANIMOUS approval from all selected approvers, Approver's may also approve the request, Can assign to queue or list of approvers

Data Management, Tools Available, Apex Data Loader, Insert, Update, Upsert, Create new records and update existing records at the same time, Delete, Export, Export All, Cloud Import Wizard, Record ID, 15 Character ID, Case sensitive, Retrieved from using URL of the record detail page, 18 Character ID, Case insensitive, used to migrate data from legacy systems and spreadsheets, Used through data loader, URL Format, Instance Name, 1st three characters are object identifier, Remaining are record identifiers, Appending to URL, /o = List View, /e = Edit Page, 001/e = New Record Page, CSV Mapping File / Output, Success.csv, Errors.csv, Setting up Data Loader, Server Host, Bulk API, Start At Row, Inserting Null Values, Batch Size

Analytics and Reporting, Types of Report, Tabular, Summary, Matric, Joined, Scheduled Future Runs, Daily, Weekly, Monthly, Every Weekday, Everyday, Specify Start Times, Custom Report Types, Dashboard Components, Bar, Vertical Bar, Line, Pie, Donut, Funnel, Gauge, Tabular, Metric, Visualforce Custom Chart, Analytical Snapshot, Summary Fields, Sum, Largest Value, Smallest Value, Average, Formulas, Summary Fields, Sum, Largest Value, Smallest Value, Average

Application Administration, Types of Licenses, Chatter Free, Force.com - Free, Salesforce, Salesforce Platform, Translation Workbench, Security Pyramid: Most Restrictive to Least, Organization-Wide Defaults / Sharing Settings, Private, Public Read Only, Public Read/Write, Profile and Role-Based Sharing, Sharing Rules, Based on Record Owner, Based on Criteria, Manual Sharing, Record Owner, and people in hierarchy arge given access, Manual Sharing is removed when owner is changed, Permission Set, Auditing Processes, Setup Audit Trail, Displays 20 most recent changes, Tracks changes for 180 days, Logs, Debug Log, Automated actions: apex triger or workflow rules, 20 MB per user, 2MB per log, 50 MB per org, System Log, Field History, Track old and new values, Track up to 20 fields, Standard Profiles, System administrator, Authenticated website user, Standard platform user, Force.com user, Contract manager, Standard user, Password policies: Defaults, Expires in 90 days, Users cannot use three previous passwords

Licenses, Salesforce, Salesforce Platform, Force.com - One App, Force.com Subscription, Knowledge Only User, Chatter Free, Chatter External, Chatter Only