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Smb Sales Impl Guide 2

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

User Role Hierarchy
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 for Creating Custom Objects
Considerations for Creating Custom Objects
Manage Custom Objects
Show Custom Object Data for Your Users
Require Field Input to Ensure Data Quality

SET UP PAGE LAYOUTS AND INTERACTIONS FOR CRM OBJECTS

Control User Access to Fields
Page Layouts
Edit Page Layouts for Standard Objects
Edit Page Layouts for Custom and External Objects
Custom Button and Link Considerations
Define Custom Buttons and Links
Custom Button and Link Samples

AUTOMATE BASIC SALES PROCESSES

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
Approvals
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

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