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Salesforce Admin Notes Basic To Advanced

The document provides a comprehensive overview of Salesforce, covering key concepts such as objects, fields, relationships, page layouts, profiles, roles, and data management. It also discusses automation tools, user management, security measures, and deployment processes. Additionally, it includes common interview questions related to Salesforce administration.

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Ranjit Asabe
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27 views3 pages

Salesforce Admin Notes Basic To Advanced

The document provides a comprehensive overview of Salesforce, covering key concepts such as objects, fields, relationships, page layouts, profiles, roles, and data management. It also discusses automation tools, user management, security measures, and deployment processes. Additionally, it includes common interview questions related to Salesforce administration.

Uploaded by

Ranjit Asabe
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Salesforce Administrator Notes (Basic to Advanced)

1. Salesforce Overview

Salesforce is a cloud-based Customer Relationship Management (CRM) platform. It provides tools

for sales, service, marketing, and more.

2. Objects in Salesforce

Salesforce has Standard Objects (like Account, Contact, Opportunity) and Custom Objects

(user-defined).

- Standard Object: Predefined by Salesforce.

- Custom Object: Created to store data unique to your org.

3. Fields and Relationships

- Field Types: Text, Number, Date, Picklist, Lookup, Formula, etc.

- Relationship Types: Lookup Relationship, Master-Detail Relationship, Many-to-Many (via junction

object).

4. Page Layouts and Record Types

- Page Layout: Controls layout of fields on the record page.

- Record Type: Used to offer different business processes, picklist values, and page layouts to

different users.

5. Profiles and Permission Sets

- Profile: Defines base-level access (object, field, tabs).

- Permission Set: Additional access on top of profile. Useful to avoid creating multiple profiles.

6. Roles and Role Hierarchy

Role controls record-level access (who can see whose records).

Role hierarchy grants access vertically in the hierarchy.

7. Organization-Wide Defaults (OWD)


Defines baseline record access. Can be Public Read/Write, Read Only, or Private.

8. Sharing Rules and Manual Sharing

- Sharing Rules: Automatic access based on criteria or ownership.

- Manual Sharing: Individual user shares a record manually.

9. Reports and Dashboards

- Report Types: Tabular, Summary, Matrix, Joined.

- Dashboards display visual components based on reports.

10. Data Management

- Tools: Data Import Wizard, Data Loader.

- Use Import Wizard for <50,000 records and standard objects.

- Use Data Loader for large volumes or custom objects.

11. Workflow Rules and Process Builder

- Workflow: Limited automation (Field Update, Email Alert, Task).

- Process Builder: More powerful with multiple criteria and actions.

12. Flows (Flow Builder)

- Declarative automation tool to build complex logic.

- Types: Screen Flow, Auto-launched Flow.

- Recommended tool over Workflow and Process Builder.

13. Validation Rules

Ensures data quality by preventing incorrect data entry using formulas.

14. Change Sets and Deployment

- Change Set: Deploy metadata between Salesforce orgs.

- Use outbound change set from source org, inbound to destination.

15. AppExchange

Marketplace to find and install apps and components built for Salesforce.
16. User Management

- Create/Deactivate Users, Reset Passwords, Assign Roles and Profiles.

17. Login and Security

- Tools: Login IP Ranges, Login Hours, MFA, Session Settings.

- SSO setup via Federation ID or SAML/Okta.

18. Audit and Monitoring

- Tools: Setup Audit Trail, Field History Tracking, Login History, Debug Logs.

19. Sandbox Types

- Developer: For development.

- Partial Copy: With sample data.

- Full: With full data.

- Developer Pro: More storage than Developer.

20. Common Interview Questions

- What are different automation tools in Salesforce?

- How do you control record-level access?

- Difference between Profile and Permission Set?

- Use case for Flow vs Process Builder?

- How to deploy metadata between orgs?

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