Knowledge Map: Salesforce Admin Basics

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Knowledge Map: Salesforce Admin Basics par Mind Map: Knowledge Map: Salesforce Admin Basics

1. Structure

1.1. Point

1.1.1. Что это?- What

1.1.2. Для чего это нужно / как этим пользоваться? - Why we need?

1.1.3. Пример - usage example

1.1.4. Практическая задача - Practice

2. Salesforce Layers

2.1. Org / Production

2.1.1. Applications

2.1.1.1. Tables

2.1.2. UI

2.1.3. Security

2.1.4. MetaData

2.1.4.1. RecordType

2.1.4.2. Fields

2.1.4.3. Objects

2.1.5. Data

2.1.5.1. Records

2.2. Sandboxes

2.3. Trailhead

2.4. Developer Edition (DE) org

3. Intro

3.1. Salesforce

3.1.1. What is CRM?

3.1.2. What is Salesforce?

3.1.3. Why companies use CRM?

3.1.4. Waht is SaaS?

3.1.5. Lighting Platform

3.1.6. Multitenant cloud

3.1.7. Standard functionality

3.1.8. Customization

3.2. Development

3.2.1. No code (declarative) development:

3.2.2. Programmatic development

3.3. Salesforce Org

3.3.1. Application

3.3.2. Database

3.3.3. Objects

3.3.4. Records

3.3.5. Fields and values

3.3.6. Metadata

3.4. Salesforce Job Roles

3.4.1. Salesforce Developer

3.4.2. Salesforce Admin

3.4.3. Salesforce Architect

3.5. Developer Edition (DE) org

3.6. trust.salesforce.com

3.7. Trailhead Playground

3.8. Production

3.9. Sandboxes

3.10. Appexchange

4. Data Modeling

4.1. Objects

4.1.1. Object Manager

4.1.2. Standard Objects

4.1.3. Custom Objects

4.1.4. Junction Objects

4.1.5. Data model

4.1.6. External objects

4.1.7. BigObjects

4.2. Fields

4.2.1. Fields Types

4.2.1.1. Standard Fields

4.2.1.1.1. System

4.2.1.1.2. Identity

4.2.1.1.3. Name

4.2.1.1.4. Auto Number

4.2.1.2. Fields Group 2

4.2.1.2.1. Number

4.2.1.2.2. Currency

4.2.1.2.3. Checkbox

4.2.1.2.4. Percent

4.2.1.2.5. Date and Date/Time

4.2.1.2.6. Text Area

4.2.1.2.7. Rich Text Area

4.2.1.2.8. Text

4.2.1.3. Fields Group 3

4.2.1.3.1. Picklist

4.2.1.3.2. Formula Fields

4.2.1.3.3. Roll-Up Summary Fields

4.2.1.3.4. Email

4.2.1.3.5. Phone

4.2.1.3.6. Geolocation

4.2.1.3.7. URL

4.3. Records

4.4. Object Relationships

4.4.1. Lookup

4.4.2. Master-Detail

4.4.3. Many-to-Many

4.4.4. Self Relationship

4.4.5. External

4.4.6. Hierarchical

4.5. Fields Dependency

4.6. Schema Builder

4.7. Record Types

4.8. Field History Tracking

4.9. Deliting

4.10. Validation Rules

4.11. Applications

5. UI

5.1. Applications

5.1.1. Tabs

5.1.2. Navigation Bar

5.2. Search Page Layout

5.3. List Views

5.4. Page Layouts

5.5. Lighting Record Pages

5.6. Compact Layouts

5.7. Buttons and Actions

5.8. Themes and Branding

5.9. Lightning Extension for Chrome

5.10. Setup

6. Data Management

6.1. Import Data

6.2. Export Data

6.3. Import Wizard

6.4. Data Loader

6.5. Dataloader.io by mulesodt

6.6. SOQL

6.7. Salesforce Inspector

6.8. Mass transferr functions

7. Reports

7.1. Tabular

7.2. Matrix

7.3. Summary

7.4. Bucket Column

7.5. Custom Report Types

7.6. Conditional highlihtning

7.7. Bucket Fields

7.8. Repport Summary Formulas

7.9. Report Type Layout

7.10. Custom Report Types

7.11. Joined Reports

7.12. Report Charts

7.13. Subscribe

8. Dashboards

9. Unclassified

9.1. Org

9.2. Applications

9.3. Audit Trail

9.4. Recurring tasks

9.5. Security Token To Profile

9.6. Data Backup

9.7. Salesforce Licenses

9.8. Person Accounts

9.9. Salesforce Duplicate Rules

10. Resources

10.1. Trailhead

10.1.1. Admin Beginner

10.2. Udemy

10.3. Certification

10.4. Admin Questions

10.5. Glossary

11. Org

11.1. Setup Audit trail

11.2. Security Health Check

11.3. Company Profile

12. Security

12.1. Users

12.2. Profiles

12.3. Roles

12.4. Sharing Settings

12.4.1. OWD

12.4.2. Sharing Rules

12.4.3. Manual Sharing

12.5. Permission Sets

12.6. Restriction Rules

12.7. Public Groups

12.8. Queues

12.9. MFA

12.10. User Management

12.10.1. add multiple users

12.10.2. Freeze

12.11. Delegated Adminstration

12.12. Permission Set Group

13. Automations

13.1. Flows

13.1.1. Screen Flow

13.1.2. Record Triggered Flow

13.2. Approval Process

13.3. Validation Rules

13.4. Email Alert

14. Deploy

14.1. Sandboxes Types

14.2. sandbox tamplate

14.3. change Sets

14.4. sandbox best practice

15. Course Mechanism

16. S