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Salesforce Community Group Quito, Salesforce 101

P
Paola De la Torre

The document provides a comprehensive overview of Salesforce fundamentals, including its CRM capabilities and features like Customer 360 and Einstein platform. It shares valuable advice for new administrators, such as resources for training, community support, and essential tools and tips for enhancing user experience. Additionally, it covers advanced concepts like managing metadata, report formulations, and the importance of quality control in processes.

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Explorando Salesforce: Consejos para Admins Giancarlo Pacini Paola De la Torre
Giancarlo Pacini Director, Salesforce Engineering Paola De la Torre Salesforce Associate Solution Consultant
Agenda 1. Salesforce 101 2. Cosas que me hubiera gustado saber al inicio 3. Admin Tips 4. Q&A
Salesforce 101
¿Qué es un CRM?
Salesforce Customer 360 ● Visión completa del consumidor ● Historia y actividades de ventas, post-ventas, marketing y más ● Interacciones entre departamentos
Einstein 1 Platform ● Integrada ● Low-Code ● Automatizada ● Segura
Cosas que me hubiera gustado saber al inicio
Trailhead ● Ranks ● Admin Training ● Trail Mixes ● Projects ● Superbadges ● Cert Days
Community Groups and Resources ● Success Community Groups ○ Chatter Groups ● Trailblazer Community ○ Event Groups ● Salesforce Ben ● Focus on Force
Careers ● Salesforce Career Quiz ● Career Sections ○ Salesforce End Users ○ Salesforce Consultancies ○ Salesforce ISVs ○ Salesforce
End User Source
Consultancy Source
App Exchange Source
Salesforce Source
Continuous Learning ● Certifications ○ Cert Prep Resources ● Recommended Order of Certifications
Admin Tips
End User Experience https://trailhead.salesforce.com/users/gpacini/trailm ixes/verndale-academy-salesforce-end-user
Chrome Extensions Salesforce Inspector
Chrome Extensions Salesforce Admin Check All
Chrome Extensions Better Salesforce formula editor
Chrome Extensions Salesforce Colored Favicons
Chrome Extensions Salesforce Change Set Helper
Chrome Extensions Salesforce Show Api Name
Metadata Types - Aprender a identificar el tipo de metadata y que significa. - Cómo manejar los deployments e identificar la dependencia entre tipos de metadata. - https://developer.salesforce.com /docs/atlas.en-us.api_meta.meta /api_meta/meta_types_list.htm
Global Picklists - Custom Picklists - Standard Value Sets - Global Picklists
Master-Detail vs Lookup - Dependencia en Sharing - Cascade Deletion - Reportes conjuntos - Reparenting
Reportes y Dashboards - Buckets - Summary Formulas - Row-Level Formulas - Jerarquía - Joined Reports - Cross Filter Formulas
QA & Claim Ownership ● ↑ Calidad = ↑ Eficiencia ● Proceso de Control de Calidad ● Documentación ● Sandbox
Q&A
Salesforce Community Group Quito, Salesforce 101
Chatter Group Events

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Salesforce Community Group Quito, Salesforce 101