ADM 211: Service Cloud Applications

  Entitlements: Entitlement management lets you create, maintain, track, specify and enforce service levels for your customers and help you determine which customers are eligible for support. Only organizations with the Service Cloud can create, enable and update...

ADM 211: Sales Cloud Applications

Territory Management:  A territory is a flexible collection of accounts and users where the users have at least read access to accounts, regardless of who owns the acocunt. 1. Not enabled by default 2. Only available with Customizable Forecasts 3. A user can be part...

ADM 211: Auditing and Monitoring

New Concepts Delegated Administration Delegated administration is useful when you want to allow a user to have administrative privileges for only a subset of your organization. A delegated administrator may: Create and edit users in specified roles and all subordinate...

ADM 211: Security and Access

Review Organization Wide Defaults Organization Wide defaults allow you to specify the default level of access available for objects. When setting your Organization wide defaults, lock your data to the most restrictive level. Settings Available: Public Read/Write...

DEV 401: Reporting

Relationship Implications on Reporting:  Lookup relationship joins data from two related objects Master-Detail relationship joins data from three objects A primary or master object determines the visibility of records Reports can only display one child at a time For...

DEV 401: Data Management

Record Ownership:  Owners have full access to their own records which is a single row of information if we were to compare to a spreadsheet. Child records in the master-detail relationship do not have an owner as ownership is inherited from the parent. In order to...

DEV 401: Business Logic

Custom Formula Fields:  Used to build business specific calculations using simple wizards and formulas. Can reference: Standard Custom Other Formula Fields Fields on Related Objects Cross Object Formulas: Can be created for objects linked by either Master-Detail or...

DEV 401: User Interface

Available Customization: Custom Logo – Can be GIF or JPG should be less than 20KB Custom Landing Page – Any tab can be selected as a Default Landing Tab Custom Tabs: Custom Object Tab: can be used to display the data of any custom object Web Tabs: display...

DEV 401: Data Model

When looking at the Data Model it is important to understand what Salesforce considers to be an Object. Object:  An object is analogous to a table that contains the data. However, it is important to understand an Object is more abstract that just a database table....