Salesforce Admin 공부 자료 정리

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
• email
• 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