Salesforce CRM - The Definitive Admin Handbook

Cover
Title Page
Copyright and Credits
About Packt
Contributors
Table of Contents
Preface
Section 1: Getting Started with Salesforce CRM
Chapter 1: Setting Up Salesforce CRM and the Company Profile
	The Salesforce setup menu
	Setting up the company profile
		Company information and primary contact details
		Default language, locale, and time zone
			Default language
			Default locale
			Default time zone
		License information
		Currencies and conversion rates
			Single currency
			Multiple currencies
				Active currencies
				Manage currencies
				Dated exchange rates
		Fiscal year settings
			Standard fiscal years
			Custom fiscal years
		Language settings
	User login and authorization
		Does the user\'s profile have any login restrictions?
			Login restrictions due to login hours
			Login restrictions due to login IP ranges
		Is the user\'s IP address present in the trusted IP address list?
			Trusted IP range settings
		Has the user previously been activated from this IP address?
		Does the user\'s web browser have a valid cookie stored from Salesforce?
		Computer activation process
			The UI
				SMS text message verification code
				Email message verification code
			Using the API or a desktop client
		Login flows overview
	The UI and supported browsers
		The UI
		Supported browsers
			Salesforce Classic 2005
			Salesforce Classic 2010
			Lightning Experience
		UI settings
			Enabling collapsible sections
			Enabling the Show Quick Create option
			The Enable Hover Details option
			The Enable Related List Hover Links option
			The Enable Separate Loading of Related Lists option
			The Enable Separate Loading of Related Lists of External Objects option
			The Enable Inline Editing option
			The Enable Enhanced Lists option
			Enabling the Salesforce Classic 2010 UI theme
			Enabling the tab bar organizer
			The Enable Printable List Views option
			The Enable Customization of Chatter User Profile Pages option
			The Enable Salesforce Notification Banner option
		Sidebar settings
			The Enable Collapsible Sidebar option
			The Show Custom Sidebar Components on All Pages option
		Calendar settings
			The Enable Home Page Hover Links for Events option
			The Enable Drag-And-Drop Editing on Calendar Views option
			The Enable Click-And-Create Events on Calendar Views option
			The Enable Drag-And-Drop Scheduling on List Views option
			The Enable Hover Links for My Tasks List option
		Name settings
			The Enable Middle Names for Person Names option
			The Enable Name Suffixes for Person Names option
		Setup settings
			The Enable Enhanced Page Layout Editor option
			The Enable Streaming API option
			The Enable Dynamic Streaming Channel Creation option
			The Enable Set Audit Fields upon Record Creation and Update Records with Inactive Owners User Permissions option
			The Enable Custom Object Truncate option
		Advanced settings
			The Enable Extended Mail Merge option
			The Save All Extended Mail Merge Documents to Salesforce Documents option
			The Enable Improved Setup User Interface option
			The Enable Advanced Setup Search option
		Search overview and settings
			Sidebar Search
			Advanced Search
			Global Search
				Searching in Salesforce
		Search settings
			The Enable \"Limit to Items I Own\" Search Checkbox option
			The Enable Document Content Search option
			The Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean option
			The Use Recently Viewed User Records for Blank and Auto-Complete Lookups option
			The Enable English-Only Spell Correction for Knowledge Search option
			The Enable Drop-Down List for Sidebar Search option
			The Enable Sidebar Search Auto-Complete option
			The Enable Single-Search-Result Shortcut option
			The Number of Search Results Displayed Per Object option
		Lookup Settings
		Enhanced lookups
		Lookup Auto-Completion
	Data protection and privacy
	Questions to test your knowledge
		Questions
			Question 1 – User login and authentication
			Question 2 – Company profile default locale
			Question 3 – Company profile and individual user settings
			Question 4 – The impact of changing the company profile default locale setting
			Question 5 – Fiscal years
			Question 6 – UI
		Answers
			Answer 1 – User login and authentication
			Answer 2 – Company profile default locale
			Answer 3 – Company profile and individual user settings
			Answer 4 – The impact of changing the company profile default locale setting
			Answer 5 – Fiscal years
			Answer 6 – UI
	Summary
Chapter 2: Managing Users and Controlling System Access
	Introducing record ownership, profiles, and sharing
		Record owner
		Profiles and sharing
			Profiles
				Contract manager
				Marketing user
				Solution manager
				Standard user
				System administrator
			Sharing
				Roles
			Permission sets
				Creating permission sets
	Profile and permission sets summary
		User management settings
			User self-deactivate
			Scrambling a specific users\' data
			Enhanced profile list views
			Enhanced Profile User Interface
	Managing users in Salesforce CRM
		Creating new user records
			Saving new user records
			Viewing new user records
		Adding multiple users
		Delegating user management
		Creating a profile with the manage users permission
		Using delegated administration
	Viewing and editing user information
		Searching for users
			Deactivating users
	Freezing user accounts
	Managing passwords
		Resetting passwords
		Expiring passwords
	Controlling system access
		Password Policies
		User password expiration period
		Enforcing password history
		Minimum password length
		Password complexity requirement
		Password question requirement
		Maximum invalid login attempts
		Lockout effective period
		Obscuring a secret answer for password resets
		Requiring a minimum one-day password lifetime
		Allowing the use of the setPassword() API for self-resets
		Forgot Password/Locked Account assistance
			Message
			Help link
			Forgot password preview
			Locked account preview
		API Only User Settings
			Alternative home page
	Session management
	Session timeout
		Timeout value
		Disabling a session timeout warning popup
		Forcing logout upon session timeout
		Session settings
		Locking sessions to the IP address from which they originated
		Locking sessions to the domain in which they were first used
		Requiring secure connections (HTTPS)
		Requiring secure connections (HTTPS)
		Requiring secure connections (HTTPS) for all third-party domains
		Forcing relogin after Login-as-User
		Requiring the HttpOnly attribute
		Using POST requests for cross-domain sessions
		Enforcing login IP ranges on every request
	Extended use of IE11 with Lightning Experience
	Caching
		Enabling caching and autocomplete on the login page
		Enabling secure and persistent browser caching to improve performance
		Enabling user switching
		Remember me until logout
	Verifying identity
		Enabling the SMS method of identity verification
		Requiring security tokens for API logins from callouts (API version 31.0 and earlier)
		Letting users use a security key
		Requiring identity verification during two-factor authentication registration
		Requiring identity verification for a change of email address
		Allowing location-based automated verifications with the Salesforce authenticator
			Allowing access only from trusted IP addresses
		Lightning login
			Allow lightning login
		Allowing only users with the lightning login user permission
		Clickjacking protection
		Enabling clickjack protection for setup pages
		Enabling clickjack protection for non-setup Salesforce pages
		Enabling clickjack protection for customer Visualforce pages with standard headers
		Enabling clickjack protection for customer Visualforce pages with headers disabled
	Cross-Site Request Forgery protection
		Enabling CSRF protection on GET requests on non-setup pages
		Enabling CSRF protection on POST requests on non-setup pages
	Content Security Policy protection
	Cross-Site Scripting protection
	Content sniffing protection
	Referrer URL protection
	HSTS for sites and communities
	Redirections
	Session security levels
	Logout page settings
	New User Email
	Logging in as another user
	Creating a guide to help users grant login access to you
	Creating custom user fields
	Salesforce health check
		Health check score
		The Salesforce baseline standard
	Questions to test your knowledge
		Questions
			Question 1 – Standard profiles
			Question 2 – System administrator profile
			Question 3 – Permission sets
			Question 4 – Delegated administration
			Question 5 – User records
			Question 6 – Password policies
		Answers
			Answer 1 – Standard profiles
			Answer 2 – System administrator profile
			Answer 3 – Permission sets
			Answer 4 – Delegated administration
			Answer 5 – User records
			Answer 6 – Password policies
	Summary
Chapter 3: Configuring Objects and Apps
	The relationship between a profile and the features that it controls
	Objects
		Standard objects
		Custom objects
	Fields
		Standard fields
		Custom fields
	Object relationships
	Apps
		Standard apps
		Custom apps
		Subtab apps
	Tabs
		Hiding and showing tabs
		Standard tabs
		Custom tabs
	Renaming labels for standard tabs, standard objects, and standard fields
	Creating custom objects
	Object Limits
		Object Limits for standard objects
		Object Limits for custom objects
	Creating custom object relationships
	Creating custom fields
		Custom-field data types
			Auto Number
			Checkbox
			Currency
			Date
			Date/Time
			Email
			Formula
			Geolocation
			Lookup relationship
			Master-detail relationship
			External lookup relationship
			Hierarchical relationship
			Number
			Percent
			Phone
			Picklist
				Picklist (Multi-select)
			Roll-up Summary
			Text
				Text (Encrypted)
			Text Area
				Text Area (Long)
				Text Area (Rich)
				Time
			URL
	Dependent picklists
	Building relationship fields
	Lookup relationship options
		Clear the value of this field
		Don\'t allow deletion of the lookup record that\'s part of a lookup relationship
		Delete this record also
	Master-detail relationship options
		Selecting the sharing setting
		The Allow reparenting option
	Lookup filters
	Custom labels
	Custom settings
	Custom metadata types
	Building formulas
	Basic formulas
	Advanced formulas
	Building formulas – best practices
		Formatting with carriage returns and spacing
		Commenting
	Building formula text and compiled character-size limits
		Using algebra
		Formula field-size limit workarounds
	Custom field governance
		Addressing the issue
			More generic field names
			Field history tracking
			Custom objects to store dated information
			Chatter
	Page layouts
		Creating and modifying a page layout
	Feed-based page layouts
		Feed Tracking
		Creating feed-based page layouts
			Feed view options
				Enable Full-Width feed view in the console
				Enable compact feed view in the console
				Highlight externally-visible feed items
			Publisher options – automatically collapse publisher
			Other tools and components
				Custom Components
				Choose Placement
				Hide Sidebar
			Feed filter options
	Record types
		Creating a record type
	Related lists
	List views
		Lightning platform quick-access menu
	Questions to test your knowledge
		Questions
			Question 1 – Standard apps
			Question 2 – Custom app permission
			Question 3 – Custom tabs
			Question 4 – Relationship fields
			Question 5 – Master-detail relationship fields
			Question 6 – Dependent fields
			Question 7 – Formula fields
			Question 8 – Field history tracking
		Answers
			Answer 1 – Standard apps
			Answer 2 – Custom app permission
			Answer 3 – Custom tabs
			Answer 4 – Relationship fields
			Answer 5 – Master-detail relationship fields
			Answer 6 – Dependent fields
			Answer 7 – Formula fields
			Answer 8 – Field history tracking
	Summary
Section 2: Managing Data in Salesforce
Chapter 4: Securing Access to Data and Data Validation
	Levels of data access and security
		Organization
		Objects and fields
		Records
	The data access security model
	Organization-Wide Defaults (OWD)
		OWD access level actions
			Public Full Access
			Public Read/Write/Transfer
			Public Read/Write
			Public Read Only
			Private
		Price Book OWD sharing settings
		Granting Access Using Hierarchies
		Controlled by Parent
		External OWD for sharing
		Effects of modifying the default access type
		Granting users additional access
		Permission sets
			Creating the permission set from the Permission Set edit page
			Assigning the user to the permission set from the User edit page
	Role hierarchy
		Show in tree view
		Show in sorted list view
		Show in list view
	OWD and sharing rules
		Sharing rules
			Account sharing rules
			Account territory sharing rules
			Campaign sharing rules
			Case sharing rules
			Contact sharing rules
			Data privacy sharing rules
			Lead sharing rules
			Opportunity sharing rules
			Order sharing rules
			User sharing rules
			Custom object sharing rules
			Groups
				Public groups
				Personal groups
		Effects of adding or modifying sharing rules
		Criteria-based sharing
	Manual sharing rules
		Manual sharing for user records
		Queues
		Sharing access diagram
	Questions to test your knowledge
		Questions
			Question 1 – OWD
			Question 2 – Extending record-level access
			Question 3 – Queues
			Question 4 – Record-level access
			Question 5 – Role Hierarchy
			Question 6 – Criteria-based sharing rules
		Answers
			Answer 1 – OWD
			Answer 2 – Extending record-level access
			Answer 3 – Queues
			Answer 4 – Record-level access
			Answer 5 – Role Hierarchy
			Answer 6 – Criteria-based sharing rules
	Summary
Chapter 5: Managing Data in Salesforce CRM
	Data storage utilization
		Updating mass data
		Recycle Bin
	Data quality
		Data validation rules
			Field description section
			Error condition formula section
			Error message section
		Dependent picklists
			Dependent and controlling picklists
			Picklist restrictions and limitations
	Managing duplicate data
		Matching rules
			Matching criteria
		Duplicate rules
			Record-level security
			Actions
			Matching rules
			Conditions
				Notifying users when the duplicate rule action is set to blocked
				Notifying users when the duplicate rule action is set to allow
		Duplicate record sets
		Duplicate error logs
	An overview of data import and export utilities
		Data Import Wizard
			Choosing data – what kind of data are you importing?
			Choosing data – what do you want to do?
			Choosing data – where is your data located?
			Edit mapping
			Starting an import
		Data import link for specified objects
		Data Loader
		Comparing the Data Loader and Data Import Wizard
		Exporting backup data
	Data protection and privacy
		Individual
	Questions to test your knowledge
		Questions
			Question 1 – data validation rules
			Question 2 – dependent picklists
			Question 3 – Data Import Wizard
			Question 4 – Data Import Wizard features
			Question 5 – comparing the Data Loader and import wizards
			Question 6 – Recycle Bin
		Answers
			Answer 1 – data validation rules
			Answer 2 – dependent picklists
			Answer 3 – Data Import Wizard
			Answer 4 – Data Import Wizard features
			Answer 5 – comparing the Data Loader and import wizards 
			Answer 6 – Recycle Bin
	Summary
Chapter 6: Generating Data Analytics with Reports and Dashboards
	Reports
		Report and dashboard folders
		Creating new report and dashboard folders
		Keeping favorite report folders in view
		Enhanced sharing for reports and dashboards
		Creating reports
			Standard report types
			Administrative reports
		Hiding standard report types
		Custom report types
			Creating custom report types
			Configuring custom report types
				Step 1. Defining the CustomReportType template
				Step 2. Defining report records set
			Edit layout
		Running reports
		Printing and exporting reports
		Scheduling reports
			The running user
			Emailing user(s)
			The schedule time
		Subscribing to reports
		Report considerations
			Running large reports
			Report timeout warning
			Exporting reports to the background
			User verification test
			Mass deleting reports
			Report builder
				The Fields pane
				The Filters pane
				The Preview pane
		Report formats
			The Tabular report format
			The Summary report format
			The Matrix report format
			The Joined report format
		Groupings
		Summary fields
		Conditional highlighting
	Custom summary formulas
		Bucket fields
		Changing the report format
	Dashboards
		Chart
		Gauge
		Metric
		Table
		Visualforce page
		Dashboard component types
		Creating dashboards
		Setting up dashboards
		Customizing dashboards
			Setting the running user
			Column level controls
			Component level controls
		Setting dashboard properties
		Deleting dashboards
	Questions to test your knowledge
		Questions
			Question 1 – report notifications
			Question 2 – report formats
			Question 3 – groupings
			Question 4 – conditional highlighting
			Question 5 – dashboard components
			Question 6 – dynamic dashboards
		Answers
			Answer 1 – report notifications
			Answer 2 – report formats
			Answer 3 – groupings
			Answer 4 – conditional highlighting
			Answer 5 – dashboard components
			Answer 6 – dynamic dashboards
	Summary
Section 3: Business Processes, Cloud Development, and Lightning Experience
Chapter 7: Implementing Business Processes in Salesforce CRM
	Workflow rules and approval processes
		Workflow and approval actions
		Configuring email alerts for workflow rules and approval processes
			Organization-wide email addresses
		Configuring tasks for workflow rules and approval processes
		Configuring field updates for workflow rules and approval processes
			Checkboxes
			Record owners
			Picklists
			Other data types
		Configuring outbound message notifications for workflow rules and approval processes
	Configuring workflow rules
		Configuring rule settings and criteria
			Evaluation criteria
			Rule criteria
				Run this rule if the following criteria are met
				The run this rule if the following formula evaluates to true option
		Specifying the workflow actions
			Immediate workflow actions
			Adding immediate workflow actions
			Time-dependent workflow actions
			Adding time-dependent workflow actions
			Activating the workflow rule
			Workflow rule considerations
			Monitoring the workflow queue
	Approval processes
		Approval process checklist
		Approvals in Chatter
		Approvals in Chatter checklists
	Configuring approval processes
		Choosing an approval process wizard
			Jump start wizard
			Standard setup wizard
			Email approval responses
		Creating approval steps
		Measuring and refining
		Process visualizers
	Visual Workflow
		Configuring Visual Workflow
		Cloud Flow Designer
		Flow Designer considerations
		The Palette tab
			Elements
				Using the Step element
				Using the Screen element
				Using the Decision element
		The Resources tab
		The Explorer tab
		Saving a flow
		Flow runtime considerations
	Lightning Process Builder
		Creating new processes
			The Conditions are met option
			The Formula evaluates to true option
			The No criteria-just execute the actions! option
		Comparison of workflow-automation tools
			Feature comparison of workflow-automation tools
			Action comparison of workflow-automation tools
	Questions to test your knowledge
		Questions
			Question 1 – Workflow automation
			Question 2 – Workflow processes
			Question 3 – Time-dependent workflow
			Question 4 – Initiating approval processes
			Question 5 – Approving or rejecting approval processes
			Question 6 – During approval processes
			Question 7 – Flow automation
			Question 8 – Process Builder automation
			Question 9 – Automation tools
		Answers
			Answer 1 – Workflow automation
			Answer 2 – Workflow processes
			Answer 3 – Time-dependent workflow
			Answer 4 – Initiating approval processes
			Answer 6 – During approval processes
			Answer 7 – Flow automation
			Answer 8 – Process Builder automation
			Answer 9 – Automation Tools
	Summary
Chapter 8: Core Business Functionality in Salesforce CRM
	Functional overview of Salesforce CRM
		Marketing automation
		Sales automation
		Customer service and support automation
		Business collaboration
		Salesforce CRM record life cycle
	Marketing automation
		Campaign management
			Campaign planning
			Campaign setup
				Standard campaign fields
				Standard campaign member fields
			Campaign creation
				Member status values
				Target lists
				Using the Campaign Detail page
				Creating contact and lead reports
				Using lead or contact list views
				Using the lead or contact detail pages
				Targeting new leads or prospects
			Campaign execution
			Campaign responses
				Campaign influence
			Campaign effectiveness
				Campaign statistics
				Campaign Reports
			Customizable Campaign Influence overview
		Lead management
			Standard lead fields
			Lead business processes
			Creating leads in Salesforce CRM
				Creating lead records within the application
				Manually creating leads with Web-to-Lead
				Manually importing multiple leads
				Lead queue
				Creating and adding users to a lead queue
				Lead-assignment rules
				Lead conversion
				Lead-conversion field mappings
	Salesforce automation
		Account management
		Contact management
		Activity management
		Opportunity management
		Product, price book, and price book entry
	Service Cloud
		Case management
			Email-to-Case
			Web-to-Case
			Case queues
			Assignment rules
			Escalation rules
			Early triggers
	Business collaboration
		Salesforce Chatter
			Chatter\'s primary features
				Feed
				Post
				Invitations
		Chatter settings
		Enabling Chatter
			Chatter Settings – Enable Chatter
			Groups
			Rich link previews in feed
			Approval posts
			Coworker invitations
			Customer invitations
			File sync
			Publisher actions
		Feed tracking
		Influence
		Chatter Email Settings
			Email notifications
		Salesforce CRM Content
			Salesforce CRM Content\'s primary features
				Libraries
				Contributing content
				Changing content
				Private Libraries
				Searching for content
				Content details
				Previewing content
				Subscribing to content
				Feedback and Comments
				Downloading content
	Questions to test your knowledge
		Questions
			Question 1 – Lead Automation
			Question 2 – Lead Conversion
			Question 3 – Converted Leads
			Question 4 – Add to Campaign
			Question 5 – Campaign Leads
			Question 6 – Campaign ROI Calculation
			Question 7 – Case Automation
			Question 8 – Unresolved Case
			Question 9 – Activities
			Question 10 – Chatter
		Answers
			Answer 1 – Lead Automation
			Answer 2 – Lead Conversion
			Answer 3 – Converted Lead
			Answer 4 – Add to Campaign
			Answer 5 – Campaign Lead
			Answer 6 – Campaign ROI Calculation
			Answer 7 – Case Automation
			Answer 8 – Unresolved Case
			Answer 9 – Activities
			Answer 10 – Chatter
	Summary
Chapter 9: Extending and Enhancing Salesforce CRM
	Salesforce AppExchange marketplace
		Managed and unmanaged packages
		External and third-party tools
		App security
		Before installing an app
			Reading specifications and reviews
			Reviewing screenshots and customization guides
			Taking a test drive
		Installing an app
			Get It Now
			Post-install configuration
		Uninstalling an app
			AppExchange best practices
	Enterprise mashups in web applications
	Mashups in Salesforce CRM
		Server-side mashups
		Client-side mashups
			Client-side services mashups
			Client-side presentation mashups
	Introducing Visualforce
		Visualforce pages
			Creating a Visualforce page
			Visualforce pages setup page
			Visualforce development mode
				Advanced user details
				Automatic creation of new Visualforce pages
		Visualforce components
			Creating an example mashup with Visualforce
			Deleting the default new Visualforce markup content
			Changing the Visualforce controller to specify an account standard controller
			Adding the Visualforce page to the account page layout
			Adding a new section to the account page layout
			Adding the Visualforce page to the new page layout section
			Running the completed Visualforce page
		Visualforce page controllers
			Standard controllers
			Custom controllers
			Controller extensions
		Standard list controllers
		Apex code
			Apex triggers
	Change management overview
		Salesforce sandboxes
			Developer sandbox
			Developer Pro sandbox
			Partial Data sandbox
			Full copy sandbox
		Change requests
			Immediate release
			Minor release
			Major release
		Configuring, developing, and deploying
	User adoption
		Usage
			Simplicity
			Connectivity
			Salesforce Mobile
			Communications
		Data quality
		Business performance
	Questions to test your knowledge
		Questions
			Question 1 – Salesforce AppExchange marketplace
			Question 2 – Salesforce AppExchange package types
		Answers
			Answer 1 – Salesforce AppExchange marketplace
			Answer 2 – Salesforce AppExchange Package Types
	Summary
Chapter 10: Administrating the Mobile Features of Salesforce CRM
	Accessing Salesforce mobile solutions
	SalesforceA
		Supported devices for SalesforceA
	The mobile Salesforce app
		Supported devices for the mobile browser app
			Controlling access to the mobile browser app
		Supported devices for the Salesforce downloadable apps
			Controlling access to the Salesforce downloadable apps
		Salesforce app branding
		Salesforce mobile data availability
		Salesforce app navigation
			Smart Search Items option
		Salesforce mobile app notifications
			In-app notifications
			Push notifications
		Salesforce app offline
		Mobile dashboards
	Salesforce mobile app versus the full Salesforce site
	Salesforce mobile wizard
	Testing Salesforce mobile using a desktop browser
	Questions to test your knowledge
		Questions
			Question 1 – Salesforce mobile app access
			Question 2 – Salesforce downloadable apps
		Answers
			Answer 1 – Salesforce mobile app access
			Answer 2 – Salesforce downloadable apps
	Summary
Chapter 11: Lightning Experience
	Introduction to Lightning Experience
		Lightning Component framework
		Lightning components
		Lightning App Builder
		Lightning components AppExchange section
	Differences between Lightning Experience and Salesforce Classic
		General functional feature gaps
	Benefits of migrating to Lightning Experience
	Assessing the impact of the transition to Lightning Experience
		Resources to help assess the impact of migration
		Impact assessment using the Lightning Experience Migration Assistant
			Impact assessment using the Lightning Experience Configuration Converter
	Planning the transition to Lightning Experience
		Business process considerations
		Technical considerations
	Implementing the transition to Lightning Experience
		Using the Lightning Experience Migration Assistant
			Set Up Users
			Turn It On
	Questions to test your knowledge
		Questions
			Question 1 – Differences between Lightning Experience and Salesforce Classic
			Question 2 – Assessing the impact of transitioning to Lightning Experience
			Question 3 – Implementing the transition to Lightning Experience
		Answers
			Answer 1 – Differences between Lightning Experience and Salesforce Classic
			Answer 2 – Assessing the impact of transitioning to Lightning Experience
			Answer 3 – Implementing the transition to Lightning Experience
	Summary
Chapter 12: Einstein Analytics
	Introduction to Einstein Analytics
	Comparing Einstein Analytics and classic Salesforce reports and dashboards
	How to gain developer access to Einstein Analytics
	Options for accessing Einstein Analytics
		Browser and mobile app considerations for Einstein Analytics
		Launching Analytics Studio from within Salesforce CRM
		Selecting the Analytics tab in Salesforce CRM
		Key differences between Einstein Analytics access methods
	Menu options and features in Analytics Studio
		Apps
			My Private App
			Running an app
		Dashboards
		Lenses
		Datasets
	Questions to test your knowledge
		Questions
			Question 1 – Differences between Einstein Analytics and Salesforce reports and dashboards
			Question 2 – Analytics tab in Salesforce CRM
			Question 3 – Analytics Studio
		Answers
			Answer 1 – Differences between Einstein Analytics and Salesforce reports and dashboards
			Answer 2 – Analytics tab in Salesforce CRM
			Answer 3 – Analytics Studio
	Summary
Section 4: Salesforce CRM Certification
Chapter 13: Studying for the Certified Administrator Exam
	Overview of the Salesforce Certified Administrator exam
		Self-assessment
		Resources for studying
			Official Salesforce resources
				Instructor-led and online-certified administrator training courses
				Premier support online courses
				Salesforce Developer edition
				Trailhead
				Official online and social networking channels
				Third-party resources
				The Salesforce Administrator Certification practice test
				The Salesforce Certified Administrator study guide
		Using the Salesforce Certified Administrator study guide
	Questions
	Answers to the questions
		Question 1 – Analysis
			Analyzing the question
			Reviewing the answers
			Conclusion
	Registering for the Salesforce Certified Administrator exam
		Rescheduling the exam
		What to expect during and after the exam
		During the exam
		After the exam
	Summary
Other Books You May Enjoy
Index