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7/13/2014 Infallible Techie: ADM 201 Dumps
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How to add multiple users in Salesforce?
1. Go to Setup --> Administer --> Manage Users --> Users.
2. Click "Add Multiple Users".
3. Select the user license. In developer edition, choose Salesforce platform.
4. Enter the details and click "Save" button.
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Labels: ADM 201, ADM 201 Dumps, DEV 401, DEV 401 Dumps, Information Technology, Point and click configuration in Salesforce, Salesforce.com,
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Mass Transfer records in Salesforce
1. Go to Setup --> Administer --> Data Management --> Mass Transfer Records.
2. Select the object.
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3. Enter the criteria and click "Find" button to find the records.
4. Click "Transfer" button to transfer the records.
Storage usage in Salesforce
Storage usage is used to find the organization's storage usage.
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Queue and Public Group
Queue Public GroupQueue is used for load balancing Public Group is solely used for
sharingQueue is a feature available to
salesforce.com users that allows youto integrate prospect assignments with
your current salesforce.comworkflow. Rather than assigning to a
specific user, you can choose to assignleads to a salesforce.com queue and
then use your CRM workflow ormanual method of distributing leads
to sales representatives.
Public Group is kind of team or groupof related users; this will help you to
share the data.
Queue can be created for Custom Public group created can be used
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objects and for Case, Lead andKnowledge Article Version.
across any objects.
Queue:
Public Group:
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Mass Delete Records in Salesforce
1. Go to Setup --> Admin Setup --> Data Management --> Mass Delete Records.
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2. Select which object you want to delete.
3. Enter the criteria to search the records.
4. Select the records and click "Delete" button to delete the records.
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Salesforce.com Certif ications
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Auto response rule in Salesforce
An auto-response rule is a set of conditions for sending automatic email responses to lead or case submissions based on the
attributes of the submitted record. Applicable leads include those captured through a Web-to-Lead form. Applicable cases
include those submitted through a:
Self-Service portal
Customer Portal
Web-to-Case form
Email-to-Case message
On-Demand Email-to-Case message
You can create as many response rules as you like based on any attribute of the incoming lead or case, but only one rule for
leads and one for cases can be active at a time.
1. Create required email templates.
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2. Go Setup --> Build --> Customize --> Leads --> Auto-Response Rules.
3. Click "New" button.
4. Give a name, check "Set this as the active Web-to-Lead Auto-Response rule" check box and click "Save" button.
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5. Open the Auto - Response Rule.
6. Click "New" to create rule entries.
7. Below is the list of rule entries.
8. Create a sample Lead from Web to Lead form.
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Labels: ADM 201, ADM 201 Dumps, DEV 401, DEV 401 Dumps, Information Technology, Point and click configuration in Salesforce, Salesforce.com,
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Output:
Assignment rule in Salesforce
Create assignment rules to automate your organization’s lead generation and support processes.
Lead Assignment Rules—Specify how leads are assigned to users or queues as they are created manually,
captured from the web, or imported via the lead import wizards.
Case Assignment Rules—Determine how cases are assigned to users or put into queues as they are created
manually, using Web-to-Case, Email-to-Case, On-Demand Email-to-Case, the Self-Service portal, the Customer
Portal, Outlook, or Lotus Notes.
Steps for creating Lead Assignment Rule:
1. Go to Setup --> Build --> Customize --> Leads --> Assignment Rule.
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2. Click "New" button.
3. Give a name, check "Set this as the active lead assignment rule" check box.
4. Open the assignment rule.
5. Click "New" to create a rule entry.
6. Enter the criteria as per your requirement.
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7. Below is the output of my rule criteria.
8. Go to Leads tab. Create a Lead record. Check "Assign using active assignment rule" check box.
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Labels: ADM 201, ADM 201 Dumps, DEV 401, DEV 401 Dumps, Information Technology, Point and click configuration in Salesforce, Salesforce.com,
Salesforce.com Certif ications
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Output:
This lead record is assigned to Magulan D because the Lead city is Chennai.
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Labels: ADM 201, ADM 201 Dumps, DEV 401, DEV 401 Dumps, Information Technology, Salesforce.com, Salesforce.com Certif ications
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ADM 201 exam preparation links
http://bulkified.com/Certifications/?certificationId=1
http://forcecertified.com/certifications/certified-administrator/practice-exam/
http://www.proprofs.com/quiz-school/story.php?title=sfdc-adm-201-practice-exam
http://www.proprofs.com/quiz-school/story.php?title=sfdc-adm-201-practice-exam-2
http://www.cram.com/cards/salesforce-adm-201-practice-exam-nj-2-2021385
http://www.cram.com/cards/adm-201-3480763
How to enable Opportunity split in Salesforce?
1. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team.
2. Enable Team Selling.
3. Select the Page Layouts.
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4. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team --> Opportunity Splits.
5. Enable Opportunity Splits.
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6. Select the Page Layouts.
7. Open an opportunity with team members associated with it.
8. Click "Edit Opportunity Splits" button.
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9. Enter the details and click "Save" button.
Output:
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Labels: ADM 201, ADM 201 Dumps, DEV 401, DEV 401 Dumps, Information Technology, Point and click configuration in Salesforce, Salesforce.com,
Salesforce.com Certif ications
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Opportunity split in Salesforce
With Opportunity Splitting it is possible to split credit for an Opportunity across multiple users. Reports can also be created
using these information.
1. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team.
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2. Enable Team Selling.
3. Select the Page Layouts.
4. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team --> Opportunity Splits.
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5. Enable Opportunity Splits.
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6. Select the Page Layouts.
7. Open an opportunity with team members associated with it.
8. Click "Edit Opportunity Splits" button.
7/13/2014 Infallible Techie: ADM 201 Dumps
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9. Enter the details and click "Save" button.
Output:
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