Data Management Analytics, Reports and Dashboards Content Management

1. Admin Workshop
DAY 4

2. Agenda
Data Management
Analytics, Reports andDashboards
Desktop and Mobile

3. What can youremember?
DAY 3 Review
What happens to a Lead when converted?
What are the two options available to change ownership of multiple Lead records? What
are some of the key capabilities of Opportunity Management?
What are the five steps in managing Campaigns?
What are the three ways of adding Campaign Members?
What is an Escalation Rule used for?
What are the differences between Email-to-Case and On-Demand Email-to-Case?
What are some of the considerations when implementing Knowledge?

4. Data Management
• Describe the considerations when importing, updating, transferring, and mass deleting data (eg
CSV files, field matching, matching types, record IDs, external IDs, duplicate records).
• Given a scenario, identify tools and use cases for managing data (eg Data Loader, data Import
Wizard).
• Describe the capabilities and implications of the data validation tools.
• Describe the different ways to back up data (eg weekly data export service, exports, Data
Loader).

5. Data Import
External data can be imported into Salesforce in .csv format, eg from Microsoft Excel, via:
Data Import Wizard
• Accessible through Salesforce UISetup menu
• Can import common standard objects (Contacts, Accounts, Leads, Custom,
Solutions)
• Up to 50000 records at a time
Data Loader (a.k.a. Apex Data Loader)
• Standalone downloadable clientapplication
• Can import up to 5M records at a time of any data type from files or direct DB
connection
• Can be operated via GUI or command line
• Can be used to schedule regular data loads, e.g. nightly
*not counting external objects

6. Data Import Wizard
• Accessible through Salesforce UISetup menu
• Can import common standard objects (Contacts, Accounts, Leads, Custom, Solutions)
• Up to 50000 records at a time

7. Data Loader (a.k.a. Apex DataLoader)
• Easy to use graphical client application tool to get data into Salesforce objects
• Because it is a client application, must log in with your username and password.
• Can also be used to extract data
• Can import up to 5M records at a time of any data type from files or direct DB
connection
• Can be operated via GUI or command line
• Can be used to schedule regular data loads, eg nightly
• Drag and Drop fieldmapping

8. Data Loader and Import Wizards Comparison

9. Considerations: Data Migration & DataQuality
• Clean data beforeloading
• Data loading options: Import wizards, Data Loader, ETLTools, Integration
• Use the Salesforce Bulk API for more than a few hundred thousand records for better
performance
• Disable Apex triggers, workflow rules and validations during loads. Disabling Apex triggers,
workflow rules and validations can dramatically speed up load throughput.
• Use the fastest operation possible: Insert is fastest, then Update and then Upsert
• When large volumes of data are added or changed, the search system must index that
information before it becomes available for search by all users. This may take an extended
period oftime.

10. What Does an Import File Look Like?
Each row in the CSV import file corresponds to a record, and each column corresponds to a field.

11. Prepare the ImportFile
One way to ensure clean, accurate data in Salesforce is to check the data beforehand. Make
sure any data imported into Salesforce is clean by:
• Resolving any duplicaterecords.
• Removing blanks and emptyspaces.
• Running spellcheck.
• Renaming column headers to match the field names in Salesforce.
• Applying consistent standards for data formats, eg USA instead of USor United States
Look up the key words “Importing Overview” in Help & Training.

12. Additional Data ImportConsiderations
Field Accessibility
• You can import values into a field only if you have read and edit access. Field access is
determined by user permissions, page layout assignments, and field-level security settings.
Field-level security is available in Professional, Enterprise, Unlimited, Performance, and
DeveloperEditions.
New Values for Picklists and Multi-Select Picklists
• If you import a picklist value that doesn’t match an existing picklist value:
o For an unrestricted picklist, the Data Import Wizard uses the value that’s in the import file.
o For a restricted picklist, the Data Import Wizard uses the picklist’s default value.
Multi-Select Picklists
• To import multiple values into a multi-select picklist, separate the values by a semicolon in your
import file. You can import up to 100 values at a time in a multi-select picklist field. If you have
more than 100 values in your import file for any one record, the import wizard leaves the field
blank in that record.

13. Additional Data ImportConsiderations
Checkboxes
• To import data into a checkbox field, use 1 for checked values and 0 for unchecked values.
Default Values
• For picklist, multi-select picklist, and checkbox fields, if you do not map the field in the import
wizard, the default value for the field, if any, is automatically inserted into the new or updated
record.
Date/Time Fields
• Ensure that the format of any date/time fields you are importing matches how they display
in Salesforce per your locale setting.
Formula Fields
• Formula fields cannot accept imported data because they are read only

14. Additional Data ImportConsiderations
Data Validation/Field Validation rules
• If the import values don’t meet the data validation criteria, import will fail on that one record
Required Fields
• If you have required fields that are blank, import will fail on that one record
Owner Field
• If this field is left blank, the user doing the importing becomes the default owner
Currency Field
• If the currency field is left blank, the designated corporate currency will be the default currency.
Picklist Values
• Make sure all values in any picklist field also exist in Salesforce. Otherwise, new values will be imported only for the
records in the import file, and the value will not be available to other records.

15. Matching NewInformation to Existing Records
When updating existing records, ensure that new data is being matched to the correct record by
using the Salesforce record ID. This ID is a unique identifier that is generated by Salesforce
when a new record is created. The Salesforce record ID can be obtained from:
• The record URL
• Reports
• A data loader
export file

16. Data Import: Matchingfields
• Match columns in the data file to be imported to fields in Salesforce objects
• You can use the Data Import Wizard to update leads, contacts, or accounts using the record’s
ID as theunique identifier
• Data Loader uses only the ID to match records so it will not know if you have duplicate names
oremails
• Data Import Wizard prevents creating duplicate records by matching records according to one of
the following fields: custom object name, Salesforce ID, or external ID. In your import file, include
a column for the field that you are using for record matching.
• Matching types (eg for Leads, Accounts, Contacts) include Name, Email, Salesforce ID

17. Data Import: BestPractices
• Create any necessary fields prior to the import.
• Clean up data prior toimport.
• Export any necessary record IDfields.
• Prepare and upload a test batch.
• Do not perform updates to existing records during normal business hours in order to minimize the
possibility of users modifying records while you are simultaneously updating them.
• Turn off workflow rules before running any import, update, or upsert operation.
• Cannot import these records via the Data Import Wizard:
• Assets, Cases, Campaigns, Contracts, Documents, Opportunities,Products
• Don't import too many records at once
• Using the Data Import Wizard, import up to 50,000 records at a time. Importing too many records can slow down your org for
all users,especially during periods of peakusage.

18. Backup Options
Backing up data is a regular part of any administrator's job. Data should be backed up on a
regular basis, and before any major import or export operations. There are several ways to back
updata in Salesforce:
• Reports
o Export specific data toExcel.
o Process can be manual orautomated.
• Data Loader
o Export specific data to CSV, Excel or another database.
o Process is manual.
• Weekly Data ExportService
o Can opt to ‘Export Now’ or ‘Schedule Export’
o Obtain a complete set of Salesforce data for archiving.
o Process is automated.
o You will receive an email notification upon completion and data is available for 48 hours

19. Data ExportService
The data export service is an automated way of receiving a zip file of CSVs of all of your
Salesforce data.
The data exportservice:
• Is available within theapplication
• Can be scheduled
• Emails you when the zip files areready
• Formulas/roll-up summary fields areexcluded
Zip files are deleted after 48 hours, regardless of whether or not you have
downloaded them.

20. Mass Delete Records
The Mass Delete tool allows you to delete standard object records that meet
specific criteria.
• A list of all records to be deleted will display, giving you the opportunity to check the deletion for accuracy.
• The tool will alert you of any child records that would also be deleted.
• Best practice is to request or perform a backup before using MassDelete.
• Deleted records are stored in the recycle bin for another 15 days, unless you choose “Permanently delete.”
• You can delete up to 250 items at one time
• Available forAccounts, Leads, Activities, Contacts, Cases, Solutions, Products
Your Name | Data Management | Mass Delete Records

21. Mass TransferTool
The Mass Transfer tool allows you to transfer multipleAccounts, Leads, Service Contracts and custom
objects betweenusers.
• Available forAccounts, Leads, Custom Objects, Service Contracts
• When you change record ownership, some associated items that are owned by the current record
owner are also transferred to the new owner:
• You can also transfer records by selecting the records from a list view and clicking Change Owner
(Cases, leads, and custom objects, which can belong to either a user or a queue)

22. Recycle Bin
• Deleted records are stored in the recycle bin a maximum of 15 days.
• Records can be restored by clicking Undelete.
• “My recycle bin” is available to all users.
• “All recycle bin” is available only to users with the “Modify All Data” permission.

23. Data Management
Sample Questions
The data limit is exceeded for contact records. You would like to archive old inactive
contact records to make space for new contacts. What is the most efficient way this can
be achieved?
a. Create a contact report and export the data, then manually delete the records.
b. Use Data Loader or create a report to export the data then use Data Loader to delete data.
c. Use the Data Import wizard to export and delete the data in one step
d. Use a third party tool such as Informatica Cloud
Answer b

24. https://trailhead.salesforce.com/modules/data_management
• Importing Data
• Exporting Data
Option 1: Hands-on Exercise – 20 MINUTES
Data Modelling
NOTE: Part of the
pre-workTrailhead

25. Option 2: Hands-on Exercise – 60 MINUTES
View and Complete Exercise Guide “Managing Data Exercise Guide”
https://lms.cfs-api.com/v1/content/9df91c2c-0cd1-4917-8bd2-
a17d9785f573/presentation_content/external_files/managingdataexerciseguide.pdf
• 6-1 Prepare the ImportFile
• 6-2 Import Leads using the Data Import Wizard
• 6-3 Export using DataLoader
• 6-4 Match Record IDs toAccounts
• 6-5 Update using DataLoader
• 6-6 Deactivate a user, Mass TransferRecords
• 6-7 Schedule WeeklyBackup
• 6-8 Mass Delete Records

26. Data Validation
Data validation ensures the integrity of data before it is saved, by preventing users from saving invalid
field values.
There are twotypes:
• Standard data validation involves setting simple field properties to ensure valid data entry:
o Field DataType
o Required Field
o Unique Field
• Custom validation rules allow you to enforce more complex conditions, involving one or more
fields, specific toyour business processes.

27. Standard Data Validation: Required and Unique Fields
Universally required onsave
Auto-added to all pagelayouts
Cannot be hidden
Editable on all profiles (FLS)
Not for picklists, text area(long)
Certain custom fields can be marked as required and/or unique to force users to always enter a value,
or to prevent records with duplicate values
Required Unique
Stops duplicate values onsave
Existing duplicates causeerror
Email, number, text fieldsonly
Text fields can betreated as case-
sensitive

28. Validation Rules
To Enforce Conditionally RequiredBehavior
Validation Rules can be used to:
• Enforce conditionally requiredfields
• Enforce required dataformats
• Enforce data consistency
• Prevent data loss

29. Custom Data Validation: ValidationRules
Avalidation rule allows you to specify your own business-specific criteria to prevent users saving
invalid data in one or more fields.
Example: Opportunity discounts must not exceed 20 percent.
User entersinvalid
value(s) and tries
to save.
Validation rule usesa
Boolean statement to
evaluate data.
If statement is true,save is
stopped and custom
message displayed.

30. Some CommonData Validation Examples
30
1. As opportunities advance to later stages of the sales process, it is important to collect additional
information. Validation rules could be used to make fields conditionally required based on the
Opportunity stage.
2. When sales reps backdate the Close Date of opportunities before the current period, it can cause
management reporting to be inaccurate. Validation rules can be used to prevent sales reps from
entering close dates prior to the current period.
3. The VP of Global Sales needs a way to enforce her policy that discounts cannot exceed 20
percent. Validation rules can be used to enforce this policy.
4. The VP of Services needs a way to enforce her policy that consultants cannot charge more than 60
hours per week on timesheets. A validation rule can be used to ensure that the total number of
hours recorded does not exceed 60.
Useful Validation Rules (inTip Sheets & User Guides)

31. Validation Rules
To Prevent DataLoss
Validation rules in conjunction with a roll-up summary
field can be used to prevent users from adding or
deletingrecords
To create a validationrule:
Build a roll-up summary on the parent object that
sums the number of childrecords
Create a validation rule on the parent object that
conditionally prevents changes to the number listed
in the roll-up summaryfield
If a user tries to add or delete a record, the
validation rule prevents the user from doing that

32. Validation RulesConsiderations
• Validation rules apply to all new and updated records for an object, even if the fields
referenced in the validation rule are not included in a page layout or an API call
• Validation rules are in effect when importing data
• Validation rules and lookup filters achieve similar ends, but offer different advantages. Use a lookup
filterif:
o You want to improve user efficiency by limiting the number of available options in a lookup search dialog.
o You want to improve user efficiency by automating filters on lookup search dialogs that your users manually set.

33. Whendoes Salesforce process Validation Rules?
Order of Execution
Salesforce processes rules in the following order:
• Validation rules
• Assignment rules
• Auto-response rules
• Workflow rules (with immediateactions)
• Escalation rules
• Entitlement rules
Remember VAsAuWEsEn!

34. Validation Rule DesignMethodology
Follow a consistent process to ensure you have well-designed rules.
▪ User must enter a Support Plan Expiration Date when Has
Support Plan isselected.
1. State your business requirements in
descriptive terms.
▪ User must not beable to save opportunity if
– Has Support Plan isselected.
– Support Plan Expiration Date isblank.
2. Break down the description into oneor
more simple statements describing error
conditions.
▪ Has_Support_Plan c = True &&
ISBLANK( Support_Plan_Expiration_Date c )
3. Express the error condition as aboolean
statement using the formula language.
▪ The expiration date must be entered when an account has a
support plan.
4. Compose an error message that
corresponds to this errorcondition.

35. Option 1: Hands-onExercise
Building Applications with Force.com -Part 2 “Preserving Data Quality” ExerciseGuide
https://lms.cfs-api.com/v1/content/c6e8c931-8838-4983-986d-
e6a3b13cc789/presentation_content/external_files/preservingdataqualityexerciseguide.pdf
• Exercise 12-1: Create ValidationRules
• Exercise 12-2: BuildValidation Rules to Enforce Conditionally Required Fields
• Exercise 12-3: Build Validation Rules to Enforce Data Format
• Exercise 12-4: Build Validation Rules to Enforce Consistency
• Exercise 12-5: Create Validation Rules to Prevent Data Loss

36. Option 2: Hands-on Exercise – 15 Minutes
https://trailhead.salesforce.com/modules/point_click_business_logic/units/validation_rules
• What are ValidationRules?
• Examples of Validation Rules

37. Analytics, Reports andDashboards
• Describe the options available when creating or customizing a report (eg report type, report
format, fields, summarizing data, filtering data, charting, scheduling, and conditional
highlighting).
• Describe the impact of the sharing model on reports.
• Describe the options available when creating and modifying dashboards (eg dashboard
components, data sources, chart types, scheduling, and running user).
• Describe the capabilities of custom report types.

38. Reports
Reports are lists or summaries that allow to aggregate and analyze data in different ways
Tabular Report is a simple listing ofdata
Summary Report is based certain on columnscan
be created using thesummary format
Matrix Reports displays formats like pivottables, as
groupings and summaries

39. Standard and CustomReports
Use the standard built-in reports or create your own custom reports
Standard reports:
• Are built in
• Are stored in standardfolders
• Can be customized and saved as custom reports
• Cannot be overwritten ordeleted
Custom reports:
• Can be built fromscratch
• Can be created by customizing standard reports
• Must be saved in a custom, personal, or unfiled folder
• Can be overwritten ordeleted

40. Access to reports and dashboards is controlled through folders on
the Reportstab.
Traditionally, all users with access to the folder have the same level
of access.
Access canbe
• Read Only
• Read/Write
Folders can be
• Accessible to allusers
• Hidden from allusers
• Shared using public groups orroles
Report and Dashboard FolderSharing
Traditional Model

41. Report and Dashboard FolderSharing
Enhanced Model
Enhanced folder sharing gives
users finer control over how they
share their reports and
dashboards.
Different groups of users can be
given different access to thesame
folder.

42. Using Report Options for QuickCustomization
Always available at the top of
every report
Options depend on the type of
data being reportedon
Make changes in a few clicks,
then save as a newreport

43. The report builder is a drag-and-drop tool that allows you to customize existing reports
or create new ones from scratch.
The ReportBuilder
• Drag and drop fields into preview pane and add charts
• Add filters, groupings and summarizefields
• Preview up to50 live records

44. Tabular Report
• A simple list ofrecords
• Used for mailing lists and activityreports

45. Report Format: TabularReport
Atabular report provides a simple listing of your data without subtotals.
Example: Mailing listreport
Tip: Enable floating report headers to have your column headings float at the top of the screen as you scroll down long
tabular reports.

46. Summary Report
• Records sorted into
groups with subtotals

47. Report Format: SummaryReport
A summary report provides a listing of
data, like a tabular report, plus sorting and
subtotaling ofdata.
Example:
Report showing allopportunities,
grouped by stage, with anamount
subtotal
© Copyright 2011 salesforce.com, inc.

48. Floating ReportHeaders

49. Matrix Report
Summarizes data in a grid against horizontal and vertical criteria
Provides totals for both rows and columns

50. Grouping by DateFields
While grouping a report by a date field, select Group Dates By from the group menu to specify
the grouping timeframe.

51. Report Filters and FilterLogic
Add up to 20 additional filters to a report, directly in the Filters pane, using theAdd button or by dragging
in fields from the Preview pane.
Inaddition, use filter logic to:
Link multiple filters using “AND”, “OR” and “NOT” operators to create sophisticated
conditions.
Offset priority conditions using parentheses and nested parentheses.

52. Using Relative Date Values in Custom Report Filters

53. Adding Custom Summary Formula to a Report
• Up to five (5) per report
• Cannot reference other summaryformulas
• Can reference formula fields in the data
• Only display on summary rows, not detail
(record) rows

54. Optional Hands-on Exercise – 25 Minutes
NOTE: Part of the
pre-work Trailhead
https://trailhead.salesforce.com/modules/reports_dashboards/units/reports_dashboards_getting_started
• Report Builder
• Filters

55. Adding Conditional Highlighting to aReport

56. Adding a Chart to a Report
Use charts to visually present the data in
your summaryrows.

57. Chart Types: SingleGroupings

58. Chart Types: SingleGroupings

59. Chart Types: SingleGroupings

60. Chart Types: SingleGroupings

61. Chart Types: SingleGroupings

62. Chart Types: Multiple Groupings

63. Chart Types: Multiple Groupings

64. Chart Types: Multiple Groupings

65. Chart Types: Multiple Groupings

66. Printing and Exporting ReportResults
• The Printable View and Export Details buttons are not available in the Report Builder
• You must run the report before you can print or export it
• Export creates .csv or .xlsfile
• User can save the file or open it in Excel
• Noformatting, groupings or subtotals are exported

67. Scheduling and EmailingReports
To schedule and email reports, the following needs to be specified:
• A running user
• Frequency
• Start and End Dates
The resulting emailcontains:
• Report information
• Data in HTML with links toSalesforce
• A link to thereport

68. Remember aboutReports
Who can run reports?
• Users with the “Run Reports” permission can runreports.
• Users must have access to reportfolder.
• Folders can be public, private, or accessible to select users.
• Administrators can set folder access or create newfolders.
What data can a user see in a report?
• Data from standard and customobjects
• Data from records and fields that are visible tothem

69. Impact of Relationships onReports

70. Extending SalesforceAnalytics
There are additional reporting capabilities that can be used to get even more out of
Salesforce:
Bucket Fields: Quickly categorize records on a report for grouping and filtering
Cross Filters: Create WITH or WITHOUT filters based on child records
Joined Reports: Combine multiple views of data in a single report
Scatter Charts: Display one or two groups of data plus summaries

71. Analytic Snapshots
An analytic snapshot lets you report on historical data.
Authorized users can save tabular or summary report results to fields on a custom object, then
map those fields to corresponding fields on a target object.
They can then schedule when to run the report to load the custom object's fields with the report's
data.
Analytic snapshots enable you to work with report data similarly to how you work with other records in
Salesforce.
After you set up an analytic snapshot, users can:
• Create and run custom reports from the target object.
• Create dashboards from the sourcereport.
• Define list views on the target object, if it's included on a custom object tab.

72. Historical Trending - Report on Historical Changes
On top of the standard up-to-the-minute reporting on the current state of your business, you can analyze day-to-day and week-
to-week changes in opportunities, cases, forecasts, and custom objects.
History tracking uses a special custom report type designed to highlight changes between five snapshot dates, such as five
business days or five business weeks. You can visually represent the data changes in charts and on dashboards.
Salesforce retains historical data for the previous three months, plus the current month.
Up to 5 million rows of historical trending data can be stored for each object. Historical data capture stops when the limit is
exceeded. The admin is alerted by email when any object reaches 70 percent of the limit, and again if the limit isexceeded.
Each historical trend report can contain up to 100 fields. In Opportunities reports, this includes the standard preselected
fields, which can’t bedisabled.
You can specify up to five historical snapshot dates in eachhistorical trend report. You can
use up to four historical filters on each historical trend report.

73. What is aDashboard?
Displays data from custom sourcereports Is
comprised of up to 20 components
Can use Visualforce pages to represent data from other sources Can
be scheduled to refreshed and emailed automatically
Has a running user to determine what data isvisible
Is visible to all users, if Enhanced Folder Sharing is turned on

74. Dashboard Components
Provide a high-level viewof
reports
Can take the form of tables,
charts, gauges andmetrics

75. Dashboard Components

76. Dashboard Components

77. Dashboard Components

78. Dashboard Components

79. Dashboard Component Snapshots

80. The RunningUser
The running user determines what data users see in a dashboard.

81. Dynamic Dashboards
In DynamicDashboards:
• Data is displayed based on the
security settings of the userviewing it
• There is no need to create multiple
dashboards for differentusers
• An admin can optionally specify
authorized users who canchange
the runninguser

82. Dashboard Filters
Dashboards:
• Can have up to 3 filters each
• Must be based on date,
date/time, currency, picklist,
lookup or textfields
Using Dashboard filters:
• Users can view different subsets of data on the same dashboard
• Users can post Chatter snapshots of dashboard components
• Scheduled or emailed filtered dashboards display unfiltered data
• Users cannot add filters to dashboards with Visualforce or s-
control components

83. Drilling Down from aDashboard

84. Drag-and-Drop DashboardBuilder
1.Drag a component onto
the dashboardcanvas
2.Dragthe data sourceon to
the component
3. Edit the components and dashboard properties
directlythrough overlays on top of the dashboard
4.Controldata visibilityby
selecting runninguser

85. Hands-On Exercise
Administration Essentials for New Admins “Reports and Dashboards” ExerciseGuide
https://lms.cfs-api.com/v1/content/2ece95fc-a54e-4cea-901c-
c2304537d83a/presentation_content/external_files/ReportsandDashboardsExerciseGuide.pdf
Exercise 7-1: Run and Modify a Report Exercise
7-2: Create a Simple CustomReport Exercise 7-
3: Create a MatrixReport
Exercise 7-4: Use Filters and Filter Logic in aReport
Exercise 7-5: Create a CustomReport
Exercise 7-6: Filter a Report with Relative DateValues
Exercise 7-7: Add a Custom Summary Formula Exercise
7-8: Add Highlights and aChart
Exercise 7-9: Schedule and Email a Report
Exercise 7-10: Create Custom Adoption Reports
Exercise 7-11: Build a Global Sales Dashboard
Exercise 7-12: Create a User Adoption Dashboard

86. Desktop and MobileAdministration
Describe the capabilities ofSalesforce1
Describe the installation and synchronization options of Salesforce for Outlook

87. Salesforce1
▪ Mobile app forSalesforce
▪ Enterprise class mobileexperience
▪ Real time access to your Salesforce records
and data
▪ Enables users to be productive on the go
▪ Available for iOS on AppleApp Store and
Android on Google PlayStore
▪ Users download and install it themselves on
their device, then login toSalesforce
▪ Includes many of your org’s customizationsso
tailored to your businessneeds

88. Customize how dataappears in Salesforce1
• Optimize page layouts so they display well on mobile devices.
o You can modify existing page layouts or create new, mobile-friendly page layouts. From the appropriate object
management settings, go to PageLayouts.
• Add expanded lookups, components (including the Twitter component), or Visualforce pages to the
Mobile Cards section of a page layout to have them display as mobile cards in Salesforce1.
• Make sure that Visualforce pages are enabled for use in Salesforce1, so they’ll display in the app
• Define fields that show up in an object’s record highlight area and in related list preview cards by
creating custom compactlayouts.
• Verify that your existing search layouts populate Salesforce1 search results with the desired fields.

89. Create Actions tailored toyour business needs
• Enable actions in the publisher for your organization
• Create global actions that allow users to add new object records with no automatic
relationship to other records, then add the new actions to the Salesforce1 and Lightning
ExperienceActions section of the global publisher layout so that they appear in Salesforce1
• Create object-specific actions that allow users to add new records or update data in existing
records
https://help.salesforce.com/articleView?id=mobile_products_admin.htm&type=0&language=en_US&release=2 06.9

90. Salesforce1
Sample Questions
What is true regarding data and functionality available using Salesforce1 (2)?
a. You can submit records forapproval
b. You can view, but cannot convert leads
c. You can create, view and editAccount, Contact and Opportunity records
d. You cannot maintaincases
Answer: a, c

91. https://trailhead.salesforce.com/en/modules/salesforce1_mobile_app
• Get started withSalesforce1
• Customizing Navigation
• Customizing Compact Layouts
• Creating Global QuickActions
• Creating Object Specific QuickActions
Hands-on Exercises – 60 MINUTES
Salesforce1 Mobile Basics
NOTE: Part of the
pre-workTrailhead

92. Salesforce forOutlook
▪ Microsoft integrationproduct
▪ Allows Contacts, Events and Tasks to be synced between Microsoft Outlook and Salesforce
▪ Sales reps can experience Salesforce without leaving Outlook
▪ Relate emails to Salesforce records of choice

93. Setup of Salesforce forOutlook
• Download the installer
• Your Name | My Settings | DesktopAdd-ons |
Download Now
• Run the installationWizard
• Open MicrosoftOutlook
• Set the Salesforce siteURL
• Enter Salesforce Username andPassword

94. Add Emails, Events, Tasks to SalesforceRecords
▪ Select email. Side paneldisplays related
records
▪ Click the ‘add email’indicator
▪ Keep track of records to which you added
your email

95. Salesforce forOutlook
Sample Question
Which data can be synced using Salesforce for Outlook? (3)
a. Custom objects
b. Events
c. Leads
d. Contacts
e. Tasks
Answer: b, d, e

96. https://trailhead.salesforce.com/modules/microsoft_integration_admin_set_up_integration_products/units/micro
soft_integration_admin_set_up_salesforce_for_outlook_unit_2
• Get started with Salesforce forOutlook
Hands-on Exercises – 20 MINUTES
Get started withSalesforce for Outlook

97. Thank Y u