Salesforce Quick Reference Guide
If you are having a hard time remembering all the features and functionalities that are provided by salesforce platform then this 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 this Salesforce cheat sheet as a handy reference for our learners.
We are assuming that if you are here then that is because you have basic knowledge about salesforce but you need a handy reference to quickly dust up your knowledge about salesforce.
Download the printable PDF of this cheat sheet
- About Salesforce:
Salesforce is leading Customer Relationship Management (CRM) Software, offers various functionalities to help organizations keep track of their accounts, contacts and opportunities.
- Sales Cloud:
Sales cloud focuses on supporting a sales process, which includes campaigns, leads, accounts and contacts and is used by sales organizations.
- Service Cloud:
Service Cloud also provides functionalities such as entitlements, knowledge bases also case management. Used by support organizations.
Salesforce Relational Tables
- Salesforce Platform stores data in relational tables.
- These relational tables are also called API Objects.
- Standard Objects: The objects are already created for the user by the Salesforce platform. Also called Account Object.
- Account: To query and manage accounts in the 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 to provide and modify the information
- Asset: To track assets previously sold into customer accounts
- Domain: Read-only object, to query the domains that are associated with each website in the organization.
- Custom Objects: Objects that are created by user, based on the business processes.
- Can build page layouts to control fields, also the read-write access.
- Can import custom object records.
- Can create reports and dashboards to analyze custom object data.
- Can create a custom tab for the custom object
- Can track tasks and events
- Can import custom object records.
- External Objects: The objects which you create map to the data stored outside your organization.
Watch this How to learn salesforce Video:
Automate Business Processes
- Select an Object to start the process.
- Add criteria to the object to allow the start of the process.
- Add action to the criteria to trigger the execution of the process.
While importing the data, there are a few steps that you will need to follow:
Steps: Setup Home → Data → Data Import Wizard→ Launch Wizard →Adding New Records →Select the field used to match the existing record with the incoming record →Match the incoming field names with the column names →Next
Like importing the data, following are the steps you need to follow to export data:
Steps: Setup Home → Data → Data Export →we choose the Salesforce objects the data of which need to be exported by selecting the check boxes →Next →Get the hyperlink →Download the data
A list of records meeting the criteria that you have defined is what we call a report in salesforce. Reports are stored in folders, you can create a report then perform a few filtering, grouping etc on the report. You can create a report using the following steps:
Steps: Reports →Create New Report→ Select the object/ objects→ Define Settings →Choose the created date filter →Save the report →Apply Filter
Visual display of information gathered from the reports is what we call 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 a summarized result.
Visualforce is a part of salesforce platform, it is a framework that allows developers to build sophisticated, custom, dynamic, reusable interfaces.
Steps: Dashboard → New Dashboard → Fill in the name and description→ add components
- Sales Collaboration– Salesforce allows to track 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 file and content management for CRM system
- Sales Forecasting– Salesforce enables projection of sales revenue using past sales data
- Territory Management-Salesforce helps in managing and assigning sales territories
That would be all for this salesforce cheat sheet. If you want to gain detailed insights of salesforce, you need not look anywhere else. Check out the Salesforce certification Courses provided by Intellipaat. Choose any of these salesforce domain courses to master the top CRM tool. We will assist you throughout your journey of learning salesforce. You can reach out to us, anytime you want for any query you might have and we will be more than happy to help you with it. With our 24*7 technical support at no extra cost, we encourage you to take advantage of these courses by enrolling today.