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Company Settings
- Name and address
- Primary contact
- Default Locale
- Currency Locale
- Storage used
- Licenses available
- Fiscal Year
- Currencies
- Business Hours
- Holidays
Standard Profiles User 목록
- System Administrator
- Standard User
- Read Only
- Solution Manager
- Marketing User
- Contract Manager
- Partner User
- High Volume Customer Portal
- High Volume Portal
- Customer Portal Manager
- Customer Portal User
- Chatter Only User
- Chatter Only User
- Salesforce Platform User
- Work.com Only User
- Picklist
Fiscal Year
- standard fiscal year
- start on the first day of any month
- define starting or ending month
- custom fiscal year
- 13 - month fiscal year
- 13-week fiscal quarters
- not starting on the first day of the month
Sandbox
- replica
- configure changes, test and train
- setup audit trail : recent configuration change 확인 가능
Security Tools
- Multi-factor Authentication
- require second level of authentication for every login
- Single Sign On(SSO)
- user to access multiple applications with one login
- My domain
- Health Check
- identify and fix vulnerabilities
Controlled on the Profile
- Assigned apps
- Tab settings
- Record type, page layout assignments
- object, field, user(app and system), custom permissions
- login hours
- login IP ranges
Controlled on a User Record
- User information
- Username
- User License
- Role
- Profile
- Feature Licenses
- Locale Setting
- Login History
Permissions
- Permissions Sets
- 같은 profile을 가진 users중 일부의 user에게만 추가 기능
- additional permissions to specific users
- Permissin Set Groups
- bundle permission sets
- Muting Permission Set
- disable selected permissions in a permission set group
Accessing Records You Don’t Own
- OWD
- Default level of access users
- Role Hierarchy
- Vertical, Higher roles inherit full access
- Sharing Rules
- Lateral, give access in one direction only
- Teams and Manual Sharing
- Flexible, when owner changed or deactivated > permanently deleted
More User Mangement Tools
- Freeze User
- 일시적인 무효화
- does not free up a user license
- Login as a User
- validate what the user can see and do
- Deactivate User
- inactivate
- free up a user license
- reactivated o
- Password Policies
- password complexity
- how many incorrect passwords cause a lockout
- how long the lockout will last
Standard Object Relationship
- (contact, case, opportunity) look up to account
- case look up to contact
- campaign, lead, contact
Related Records
- related list on a parent record displays the related child record
Standard Fields
- cannot delete
- field-level security to hide
- remove from page layouts
- can customize
- change the field label
- add help text
- add or edir values in picklists
- add or edit lookup filters
- set field history tracking
- change the format of auto-number fields
Custom Fields
- delete o
- data loss alert
- deleted field stored for up to 15 days
- type
- text
- data/time
- checbox
- numver
- auto-number
- currency
- picklist
- formula
- roll-up summary formula
- lookup relationship: 부모-자식 간의 관계를 이용해 계산
- geolocation
- URL
Page Layout
- fields
- add, remove, move, read only or required
- sections
- create, move
- related lists
- add, remove, move, change columns, sort record
- buttons
Edit Record Page
- Ligntning App Builder
- 화면의 전체 구성이나 전체적인 레이아웃을 변경하고 싶을 때
- Highlight Panel, Related List, Paths, Performance Charts, Chatter
- Add custom components
- Page Layout Editor
- elements (fields, sections, related lists, quick actions, buttons)
- 버튼이나 항목 등 하나하나의 세부사항을 변경하고 싶을 때
Data Import Wizard
- accounts, contacts, leads, solutions, campaign members and custom objects
- import 50,000 record
- prevent duplicates
Data Loader
- 5,000,000 records
- save mappings
Cannot import record via the Data Import Wizard
- Assets
- Cases
- Campaigns
- Contracts
- Documents
- Opportunities
- Products
Can import record via Data Import Wizard
- Accounts
- Contacts
- Leads
- Campaign members
- Person accounts
- Custom objects
Data Backup Options
- Reports
- export data to csv, xls, xlsx
- manual
- Data Loader / Dataloader.io
- export csv, excel, or another database
- manual or automated
- Data Export
- automated weekly / monthly
- csv
- does not include metadata backup
Chart Type
- Horizontal Bar: Compare many items
- Vertical Bar: Fewer items or over time
- Line: Over Time
- Stacked Bar Chart: Compare absolute values side by side
- Donut: Compare share of total
- Funnel: Sales process
- Scatter Chart: Show correlation betweens two measures
Running User
- whose data is visible on the report when emailed
- Report의 running user : 항상 고정된 유저
- Dashboard의 running user : 고정 or 로그인된 유저(변동)
Workflow
- Workflow Field Updates
- Workflow Task
- Workflow Eail Alerts
- Workflow Outbound Message
Process Builder
- Apex action
- scheduled actions
- create a record
- submit for approval update records(child)
- email, flows, post to chatter, processes, quick actions stc
Approval Process
- field update
- task
- outbound message
- lock / unlock record
Quick Action
- Update a record
- task, email, create a record, log a call etc
Flow
- create a record
- update record
- lookup record
- delete record etc
Types of Flow
- Screen Flow
- guide users business process
- Schedule-Triggered Flow
- launches at a specified time and frequency
- Autolaunched Flow(No Trigger)
- invoked by Apex, processes, Rest API
- Record-Triggered Flow
- launches when a record is created, updated or deleted
- Before-Save Updates
- Platform Event-Triggered Flow
- launches when a platform event message is received
Use Cases for Salesforce Flow
- Create a guided tutorial or wizard with screens
- toggle(스위치버튼)을 이용해서 조건별로 화면을 바꿀 수 있다
- Set up automated tasks and processes
- Connect to external systems
- Add automation to yout pages and apps
- Reuse what you build
Faults
- customized of default error message
Approval Process
- Entry Criteria
- Initial submission actions
- Approval Steps
- Final Approval Actions / Recall actions / Final Rejection Actions
Approval Process use Cases
- Time-off Approval Process
- Expense Report Approval Process
- Discount Approval Process
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