Smb Sales Impl Guide 2
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Next Steps With Salesforce
Key Concepts and Terms
SET UP BASIC SHARING AND SECURITY
Learning About Basic Sharing and Security
SET UP YOUR ROLE HIERARCHY
Create a User Role
Guidelines for Success with Roles
Assign Users to Roles
ADD NEW FIELDS OBJECTS AND TABS
Create Custom Fields
Store Information Thats Unique to Your Organization
Object Relationships Overview
Create a Custom Object
Create a Custom Object in Lightning Experience
Create a Custom Object in Salesforce Classic
Fields Required for Creating Custom Objects
Considerations for Creating Custom Objects
Manage Custom Objects
Custom Tabs
Require Field Input to Ensure Data Quality
SET UP PAGE LAYOUTS AND INTERACTIONS FOR CRM OBJECTS
Workflow and Approvals Overview
Workflow Overview
Workflow Terminology
Create Workflow Rules
Select the Object for Your Workflow Rule
Set the Criteria for Your Workflow Rule
Add Automated Actions to Your Workflow Rule
Activate Your Workflow Rule
Approval Processes
Approval Process Terminology
Create Approval Processes
Set Up Basic Approval Processes
Modify Basic Details of an Approval Process
Add Steps to an Approval Process
Create New Approval Actions
Add an Existing Action to an Approval Process
Activate an Approval Process
ROLL SALESFORCE OUT
Best Practices for a Successful Rollout
Stay Current with Salesforce
