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PRINTABLE TIP SHEETS USER GUIDES ALL USERS
Printable Tip Sheets and User Guides For Administrators
WHATS NEW IN SALESFORCE
DATA PROTECTION AND PRIVACY
What Is Salesforce
Log In Navigate and Search Salesforce
Verify Your Identity
Personalize Your Salesforce Experience
Work on Mobile Devices
FIND INFORMATION WITH SEARCH
Welcome to Salesforce Search
Learn More About How Search Works
Browsing Searching and Managing Tags
EVALUATE AND ROLL OUT LIGHTNING EXPERIENCE FOR YOUR ORG
What Makes Lightning Experience So Special
Is Lightning Experience Right for Your Salesforce Org
Evaluate Your Org in Lightning Experience
Roll Out Lightning Experience Lets Do This
Find Your Way Around Lightning Experience
Lightning Experience Considerations
Lightning Experience Roadmap
Lightning Components Roadmap
Lightning Experience Info Center
SET UP AND MAINTAIN YOUR SALESFORCE ORGANIZATION
Try Out Salesforce
Plan Your Salesforce Rollout
Set Up Your Company in Salesforce
User Management
What Determines Field Access
FieldLevel Security
Object Permissions
Field Permissions
Sharing Settings
Controlling Access Using Hierarchies
User Role Hierarchy
What Is a Group
Sharing Rules
Sharing Considerations
Viewing Sharing Overrides
Recalculate Sharing Rules
Import Data Into Salesforce
Export Backup Data from Salesforce
Cache Forcecom Data
Protect Your Salesforce Organization
Monitor Your Organization
Enable Your Users to Work on Mobile Devices
Installed Packages
Learn More About Setting Up Salesforce
IMPROVE YOUR SALESFORCE IMPLEMENTATION WITH OPTIMIZER
Availability of Optimizer
Which Features Does Optimizer Evaluate
Run Optimizer
MARKET TO YOUR CUSTOMERS WITH PARDOT
Pardot Glossary
Pardot Cookies and Activity Tracking
Pardot Administration
Prospects
Lead Generation with Forms and Form Handlers
Lead Qualification with Pardot
Content in Pardot
Segmentation
Streamline Marketing Efforts with Automation Tools
Email Sending Reputation and Deliverability
Email Marketing with Pardot
Engagement Studio
Connecting Pardot and Salesforce
Salesforce Engage
Pardot Reporting
Extending Pardot with Connected Apps
SALES CLOUD BASICS
Campaign and Bring in Leads
Turn Opportunities into Deals
Manage Accounts and Contacts
Manage a Sales Team
More Sales Features
Work with Salesforce from Microsoft or Google Applications
Einstein Activity Capture
Email and Templates
Lightning Dialer
News
Activities
Notes
Social Accounts Contacts and Leads
Salesforce to Salesforce
DATA QUALITY
Manage Duplicate Records
Integrate ThirdParty Data with Your Records
Use Datacom to Find Leads and Keep Your Data Current and Complete
SALES CLOUD EINSTEIN
Einstein Activity Capture for Sales Cloud Einstein
Einstein Lead Scoring
Einstein Opportunity Insights
Einstein Account Insights
Einstein Automated Contacts
Sales Cloud Einstein Reports and Dashboards
Considerations for Setting Up Sales Cloud Einstein
Set Up Sales Cloud Einstein
MANAGE YOUR QUOTES WITH CPQ
CPQ Products
Create and Edit CPQ Quotes
Send Your CPQ Quotes
Manage Your CPQ Orders
Managing Your Subscriptions and Assets
Amending Your Contracts and Assets
Renewing Your Contracts and Assets
SALESFORCE FOR SERVICE
Essentials
Channels
Service Console
Field Service
More Features
PDF Resources
Collaborate Within Your Company
Collaborate with Partners and Customers
Collaboration Resources for Users
SET UP AND MANAGE SALESFORCE COMMUNITIES
Salesforce Communities Overview
Setting Up a Community
Community Security and Authentication
Plan Your Community Design Strategy
Override Default Pages in Your Community with Custom Pages
Which Community Template Should I Use
Customize Communities with Community Builder
Improve Community Performance
Community Migration Packaging and Distribution
Connect Your Content Management System to Your Community
Community Management
Community Reporting
Manage Partner Relationships in Communities
Manage Customer Relationships with the Community Cloud
Educate Your Users About Communities
Communities Resources
SET UP AND MAINTAIN COLLABORATION TOOLS
Salesforce Chatter
Salesforce Files
Salesforce Files Sync
Salesforce Files Connect
Chatter Desktop
Salesforce CRM Content
Google Apps
Collaboration Resources for Admins
Explore Data and Take Action with Einstein Analytics
Find Insights with Einstein Discovery
Reports and Dashboards
How Are Console Apps Different
Plan Your Implementation
Console in Salesforce Classic
Console in Lightning Experience
Salesforce Console Limitations
EXTEND SALESFORCE WITH CLICKS NOT CODE
Customize Your Salesforce Org
Set Up Your Data Your Way
Deliver Custom Notifications with Platform Events
Automate Your Business Processes
Manage Your Domains
Build Your Own Web Site
Extend the Reach of Your Organization
Build Your Own Salesforce App
Lightning App Builder
Resources for the Point Click Administrator
ENHANCE SALESFORCE WITH CODE
Writing Code
Debugging Your Code
Testing Your Changes
Managing Scratch Orgs
DEPLOY ENHANCEMENTS FROM SANDBOXES
Sandboxes Staging Environments for Customizing and Testing
Create or Refresh a Sandbox
Manage Your Sandboxes
Deploy Your Changes
PACKAGE AND DISTRIBUTE YOUR APPS
Work with Packages
Distribute Your Apps
Support Subscribers of Your App
CLOUD
The Tools You Need in One Place
Get Ready to Use the Health Cloud Console
Use Care Plans to Help Patients Reach Their Goals
Monitor a Patients Health Events Over Time
Manage a Patients Relationships
Engage Patients with the Private Patient Community
Manage Patient Risk with Analytics
Drive Learning with Protocols and Articles
Health Cloud Limitations
Health Cloud Resources
WELCOME TO FINANCIAL SERVICES CLOUD
Deliver Financial Services on the Platform for HighTouch Client Relationships
Key Terms
Set Up Clients Households and Relationships
Enter Financial Data
Create a Wallet Share Opportunity
Create a Lead
Convert a Lead to a Client
Create a Case from Financial Accounts
Work with Client Data
Salesforce IoT Explorer Edition
Salesforce IoT Scale Edition
SALESFORCE LIMITS
General Salesforce Limits
Administration and Support Limits
Collaboration Limits
Communities Limits
Feature Limits
