1. Welcome to all Salesforce Enthusiasts Once Again (18-JUN-16)

2. Social Media – Let others know
Share updates regarding today’s event on your favourite social media channels using following hashtags
#SalesforceSaturday
#Ahmedabad

3. AGENDA SALESFORCE OVERVIEW Data management UI Customization
Importing Data
Exporting Data
UI Customization
Customizing Navigation, Buttons and Links
Modifying Page layouts
Creating List Views

4. Introduction to Salesforce

6. DATA MANAGEMENT
ANUJ SHAH

7. Tools For Data management
Via Application Import/Export Wizards
Accounts
Contacts
Lead
Solutions
Custom Objects
Via Webservice API
Data Loaders
Partner Tools
Custom Build Tools
Open Source Tools

8. Data Import Wizards
Easy to use tool for importing data in Accounts, Contacts, Leads, Solutions and custom objects.
Load records or less
Prevents Duplicates
Open Import Wizard go to “Setup/Data Management/Data Import Wizard”

9. Data Export Wizards Easy to export data from Org.
Exported data is in csv format.
Basically two option exporting data.
Export Now
Schedule Export
Open export Wizard go to “Setup/Data Management/Data Export

10. DATA MANAGEMENT DEMO

11. Data Loader Fully supported salesforce.com product
It is used for both import an export of data
Load more than to five million records
It is useful for any type of data.
Also useful to load data of object which are not supported by the Import Wizards.
If you need to load more than 5 million records, we recommend you work with a Salesforce partner or visit the AppExchange for a suitable partner product.
Data Loader is download through “ Setup | Data Management |Data Loader”

12. Which tool do you use? Depends on the objects involved
Depends on no of records involved
Depends on scheduling needs
Depends on duplication needs

13. UI CUSTOMIZATION
NARENDRA SHAH

14. Page Layouts Page Layouts defines the organization of:
Fields
Custom Links
Related Lists On an object detail page
Page Layout customization include
Field locations
Page Section customization
Field properties( Read-only and required)
Field visibility

16. Customizing navigation, buttons and links
Tabs
Custom object tabs
Web tabs
Visual force tab
Lightening tabs
Type of buttons
Action button
Buttons/links
Default Custom Links

17. Creating List Views
Create a list view to see a specific set of contacts, documents, or other object records. For example, create a list view of accounts in your state, leads with a specific lead source, or opportunities above a particular amount. You can also create views of contacts, leads, users, or cases to use for mass recipient lists.
List View Performance
Here are our top 5 best practices:
1. Use 'EQUALS' operator rather than 'CONTAINS' operator.
2. Use the 'AND' statement rather than 'OR' statement.
3. Use Literal Date Values to select smaller data sets.
4. Reduce the number of fields being displayed - particularly Formula Fields.
5. Add additional 'AND' filters to narrow down the results.

18. QUESTIONS ?

19. 1. What is collection of fields related to a specific item in salesforce called ?
Record
Related list
Record detail page
List view

20. 2. Identify the statements that are true about salesforce views ?
View are list of record mathing specific criteria
Several standard views are available in salesforce
Views allow you to change the displayed tab on salesforce
A view displays announcement that can be customize by the administrator

21. 3. What each task that you can complete using setup menu in salesforce ?
Search for training information
Change your password
Customize your tabs and related list
Edit your personal information

22. 4. What are valid type of page layouts ?
Page layouts for standard and custom object
Feed layout
Mini layout
Search layout

23. 5 What are the objects that cannot be imported using the import wizard?
Leads
Accounts
Solutions
Opportunities

24. CRM - Introduction Trail Links
Data management ( )
Importing Data
Exporting Data
UI Customization ( )
Customizing Navigation, Buttons and Links
Modifying Page Layouts
Creating List Views

25. CRM - Introduction