ADM 211: Process Automation

Workflow Rules Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of your organization’s standard processes. Instead of doing this work manually, you can configure workflow rules to do it automatically....

ADM 211: Reports and Dashboards

Standard Reports Account and Contact Reports Use account and contact reports to learn about active, neglected, or new accounts, as well as accounts by account owner or partner. The two standard contact reports let you create a mailing list of contacts or track...

ADM 211: Change Management Resources

All About Data   What is Metadata?    It is the source code for the application that contains the data and provides information on how the application will look, feel and function.     But why do you need to know the difference between your data...

ADM 211: Content Managment

Fiscal Years Not all businesses use the Gregorian year for their fiscal year. Salesforce makes it easy for you to define a fiscal year that fits your business needs. If your fiscal year follows the Gregorian calendar, but does not start in January, you can simply and...