Salesforce Quick Reference Guide

If you are having a hard time remembering all the features and functionalities that are provided by Salesforce, then this Salesforce cheat sheet is exactly what you need!

At Intellipaat, we strive to make the lives of our learners easy by helping them in any way we can, and this is exactly why we have designed the Salesforce cheat sheet as a handy reference for our learners.

We are assuming that, if you have come here this far, then mostly you have basic knowledge about Salesforce, but you need a handy reference to quickly brush up your knowledge of Salesforce. So, let’s start!

Download the printable PDF of this cheat sheet
Salesforce Cheat Sheet

Introduction

  • About Salesforce:

Salesforce is a leading Customer Relationship Management (CRM) software, offering various functionalities to help organizations keep track of their accounts, contacts, and opportunities.

  • Sales Cloud:

Salesforce Sales Cloud focuses on supporting a sales process, which includes campaigns, leads, accounts, and contacts, and is used by sales organizations.

  • Service Cloud:

Salesforce Service Cloud provides functionalities such as entitlements, knowledge bases, and also case management. It is used by support organizations.

Salesforce Relational Tables

  • Salesforce platform stores data in relational tables.
  • These relational tables are also called API objects.

Salesforce Objects

  • Standard Objects: The objects that are already created for the user by the Salesforce platform (also called Account Object)
    • Account: To query and manage accounts in an organization
    • Account History: To identify changes to an account
    • Case: To manage cases for the organization
    • Contact: To manage individuals who are associated with an Account in the organization
    • User: To query information about users and helps provide and modify the information
    • Asset: To track assets previously sold to customer accounts
    • Domain: A read-only object used to query the domains that are associated with each website in the organization
  • Custom Objects: The objects that are created by users, based on business processes
    • To build page layouts to control fields, also the read-write access
    • To import custom object records
    • To create reports and dashboards to analyze custom object data
    • To create a custom tab for a custom object
    • To track tasks and events
    • To import custom object records
  • External Objects: The objects that you create to map to the data stored outside your organization.

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Automating Business Processes

  • Select an object to start a process
  • Add criteria to the object to allow the start of the process
  • Add actions to the criteria to trigger the execution of the process

Importing Data

While importing data, there are a few steps that you need to follow.

Steps: Setup Home → Data → Data Import Wizard → Launch Wizard → Add new records → Select the field to match the existing record with the incoming record → Match the incoming field names with the column names → Next

Importing Data

Exporting Data

Following are the steps you need to follow to export data.

Steps: Setup Home → Data → Data Export → Choose Salesforce objects (the data of which needs to be exported by ticking off the checkboxes) → Next → Get the hyperlink → Download the data

Exporting Data

Reports

A list of records meeting the criteria that you have defined is called a report in Salesforce. Reports are stored in folders. You can create a report and then perform a few filtering, grouping, etc. on it. You can create a report using the following steps.

Steps: Reports → Create New Report → Select object(s) → Define Settings → Choose the created filter → Save the report → Apply the filter

Reports

Dashboards

A visual display of information gathered from the reports is called a dashboard in Salesforce. Just like reports, dashboards are also stored in folders. There is a single underlying report for each dashboard.

  • Provides more insights than reports
  • Combines data from many reports
  • Shows summarized results

Visualforce

Visualforce is a part of the Salesforce platform, a framework that allows developers to build sophisticated, custom, dynamic, and reusable interfaces.

Steps: Dashboard → New Dashboard → Fill in the name and description → Add components

Visualforce

Other Features

  • Sales collaboration: Salesforce allows tracking the stages, values, and probabilities of closing a sale.
  • Email integration: Salesforce also allows to send emails to contacts in bulk.
  • Files sync and share: Salesforce helps in the file and content management of CRM systems.
  • Sales forecasting: Salesforce enables the projection of sales revenue using past sales data.
  • Territory management: Salesforce helps in managing and assigning sales territories.

Download a Printable PDF of Salesforce Cheat Sheet

That is all for this Salesforce cheat sheet. If you want to gain more detailed insights into Salesforce, you need not look anywhere else but check out the Salesforce Certification Courses provided by Intellipaat. Choose any of these Salesforce domain courses to master this top CRM tool. We will assist you throughout your journey of learning Salesforce.

You can reach out to us at any time for clearing any of your queries, and we will be more than happy to help you with our 24/7 technical support at no extra cost. We encourage you to take advantage of these courses by enrolling in any or all of them today!

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