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Salesforce Admin and Development Overview
Salesforce is a widely used Customer Relationship Management (CRM) platform that helps organizations manage their customer data, streamline business processes, and improve customer relationships. Salesforce offers a range of tools and capabilities for both administrators and developers to customize and extend the platform to meet specific business needs.
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Here's an overview of Salesforce CRM administration and
development:
Salesforce
CRM Administration:
1.
User Management: Salesforce administrators are responsible for creating and
managing user accounts. They can control access permissions, roles, and
profiles to ensure that users have the right level of access to data and
functionality. - Best
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2.
Data Management: Administrators oversee the quality and security of data
within Salesforce. They can set up data validation rules, create custom fields,
and define relationships between objects to ensure data accuracy.
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3.
Security: Salesforce
offers robust security features, including role-based access control,
field-level security, and data encryption. Administrators configure these
settings to protect sensitive information.
4.
Workflow Automation: Administrators can create automated workflows using Salesforce's
Workflow Rules and Process Builder. These tools allow for the automation of
routine tasks, notifications, and approvals.
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5.
Reports and Dashboards: Administrators build custom reports and dashboards to provide
insights into data and track key performance indicators. They can schedule and share
these reports with users.
6. Customization: Salesforce
can be customized extensively without writing code. Administrators can create
custom objects, fields, and page layouts to tailor the CRM to the
organization's unique needs. - Salesforce
CRM Training
7. AppExchange: Salesforce's
AppExchange marketplace offers a wide range of pre-built applications and
integrations that administrators can install to extend the platform's
functionality. - Best
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Salesforce
CRM Development:
1. Apex: Salesforce's
proprietary programming language, Apex, allows developers to create custom code
and business logic. This can be used to build custom triggers, classes, and
controllers to meet specific business requirements. - Best
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2.
Visualforce: Developers can use Visualforce to create custom user
interfaces and pages within Salesforce. It's useful for building custom UI
components and integrating external data.
3.
Lightning Components: Salesforce Lightning is a modern user interface framework.
Developers can build Lightning components to create responsive and interactive
user experiences.
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