Sales force for Admins

Overview
What are the responsibilities of an SF Admin?
Managing user
Maintain data quality
Build reports and dashboards
Deal with login issues
Configurationnew currencies, new profiles, new custom fields, new
page layout

How to update your chatter profile in SF?

Click urn nameadd photoclick on me to add info bat you-->Click on my
settings and change your email preferences

What are the objects in SF?

It is a table data containing records.
Standard objects Predefined objects like accounts lead

How we can see the object relationships?

All the relationship appears in the related list of the object.
How to remove tabs from the screen?
Click on the + sign next to tabs and remove or add.
How to enable lightning experiences?
SetupClick lightning expr and enable
What are the benefits of Lightning expr?
You can see dashboards and performance charts
Sales path in leads and opportunity tabs.
Improved search feature is faster.
How to switch back to SF classic?
Click on Your photo and click button switch to classic.

How setup assistant can be helpful?

Helps to data import
Customize sales path
Provide wizards and videos

Getting ready for organization

Company informationCompany profile

Locale setting
Default locale-------How date and time will be displayed.
Default language
Time zone
What is a company profile?
Setup->administrator->company profile
Change Company information.
Fiscal year---Default is Gregorian calendar
Language
Time zone
Date and time format
Number of licenses
Currencies----Checkbox for multiple currenciesContact
Salesforce.com

Every user has locale setting so if a user is in another country language can
be set in his personal record.

How to change user interface settings?

Settings for Side bar:

Show quick create (quick links)
Enable Hover details
Enable collapsible sidebar

Setting for Record details:

 Show quick create (quick links)
Enable Hover details
Enable related list hover details
Enable inline editing (Edit fields there only) (System information fields
cannot be edited with this)

Setting for List view:

Enable printable view
Inline editing

Page layout
Page layout assignment is determined by profile and record types.

How we handle Task, events and emails in Salesforce?

This can be done on the home page of salesforce.
Task and events are tracked in Open Activities.
Task and activities can be customized like any other object.
It can have validation rules, record type or page layout.
See the setting in SetupCustomizeActivities

How to enhance Search options?

Customizesetupsearch setting
Also Search features can be changed in each objects Search layout
settings in Setup.
We can add up to 10 filters in the search object.

How to create list view?

This can be created on any object screen.
This is like a se16 screen. Or I would say variant on se16.

How to configure chatter for better communication?

Setupcustomizechatter settings
Chatter can be enabled for all or few on the basis of their profile.
You can setup the privacy setting, email notifications
Chatter can have the details of any record change you follow
You can enable feed tracking of up to 20 fields.
You can create Public, Private or unlisted chatter groups. This feature is
not allowed for External users.
Broadcast onlyonly grp owners and managers can post.members
can comment

Setting up and Managing user

Sales Cloud Editions
SalesforceIQ Starter Limit Max # Users
Professional Edition (PE) Campaign Management
Enterprise Edition (EE) Workflow, API, Flow, Record Types, Developer Sandbox
Unlimited Edition (UE) Higher Limits, Full & Developer Pro & Developer Sandboxes,
Premier Admin/Support/Training

User cannot be deleted can only be deactivated.

Locale (Display format) Dates, times, numbers, names, addresses

Multilingual (User interface translations) need manual translation for
custom fields
Time Zone (Displayed time) whatever is set for the user
Currency (Displayed format and conversion rates) default single currency
and can have multicurrency per user but you have to contact salesforce
In case of multi-currency setting conversion rates are fixed and if you want
to use multiple rate on the basis of per day, you have to use advanced
currency settings

User Authentication
Login hours(Profile)you can specify hours to prevent people to login
on a specific time
Login in IP range(Profile)configured on profile This can remove the
access of any login outside the IP range
Trusted IP range (Org Wide) no need of security tokens and no
computer activation is requiredthis is configured org level this can
make an exception of Public IP range outside office

What is a profile?
Administermanage userprofiles
Collection of settings and permission to determine what they can do.
Profile is like a business role.
This will allow you to set up which Apps, tabs or fields you should see,
Also which record types you are allowed to see.

You can change object setting like it should be displayed by default or not

How to create a chatter profile?

Setupcustomizechatter setting
At the time of user creation, you can assign the chatter free profile.
Chatter for customershas less information

How to resolve login issues?

Setup->administer->manage users->users->reset password
Security and Data Access
Security Overview

Org wide access (Login and IP Range)

Objects(CRUD)Recordfield level
Under what condition a user can login and what kind of object level
access he will have.
They primarily used to restrict access to data.
This is the baseline access for all the records which they dont own.
This will be used in object access. We have 3 modes in this Public,
Private and
Administersecurity settingssharing settingsOWD

Object Security:
In the Manage userprofilesyou can select the objects which should
have access for read, write or delete.

Permission Sets (Roles in SAP):

To provide temporary access or add a specific authorization you can
create a permission sets.
1 org can have 1000 permission sets.
Permission sets can be created from Manage user and then from the
same screen you can assign them to the profiles.

Record level access

There are 3 tiers of record-level permissions:
Read Only
Read/Write
Full Access

Read Only and Read/Write access can be granted through a variety of

means (org-wide defaults, sharing rules, etc.
Full Access is granted to:
The record owner.
Users higher in the role hierarchy than the record owner (when Grant
Access Using Hierarchies is enabled).
Users with Modify All object-level permission (this includes system
administrators).
Members of a queue to all records owned by the queue.
System administrator
Field level security
This will hide this field from list view search and everywhere
To set this just go to setup->customizeobjectclick on the fieldset
field level security
Two modes read only and Edit access

Profile

Determines users functional access.

Each user must have at least 1 profile

Role

Each user is assigned one role, which sets the foundation for their access to records and
folders.
Authorization through roles can override OWD.
Role hierarchy only works downward not upwards if OWD is Private
then subordinate cannot see its parent records
Role hierarchy can provide record edit and display access to the
supervisor of subordinates who owns the record.
Profile access can override OWD
Role hierarchy overrides OWD

Public groups

Its a group of users to reduce sharing rules.

Sharing Rules

Create exceptions to the existing access

7 types of sharing rules can be created based on the objects

Criteria based sharing rules:
if you want to share records of specific region or countryPublic
groups can be created to simplify sharing of records. It a group of
queues.
Sharing can be done by:
Manual SharingClick sharing button on a specific record
Sharing rulesCan be based on the record owner or criteria based.
Apex sharing

Priority------OWDRole hierarchysharing rulesmanual sharing

Customization Fields:

Standard Fields: Predefined to salesforce

Custom Fields---Up to 25 long text area

Custom pick list controlling field can be standard picklist or Custom picklist,
standard checkbox or custom checkbox

Custom Multiselect cannot be a controlling picklist.

Standard picklist cannot be a dependent picklist. Checkbox cannot be a
dependent picklist. custom picklist and custom Multiselect picklist can be
dependent picklist.

Create picklist create a field of type picklist

Create another field of type picklist and the create field dependencies
Look UP: Independent parent child object

Formula fields:
Read only
Can be referenced in standard of custom objects
Cannot be referenced as encrypted, long text---not searchable

Cross object formula fieldreference difference objects---up to 10 parent

levels

Change page Layouts: Go to Customizeaccountspage layoutschange

the layout and save as new layoutLayout assignmentassign it to a profile.

Record Types:->
This is like a variant of a page layout.
This can have different picklist values and different fields in each
record types.

Data quality:
History tracking field maintenance
Data Validations:
Requireduniversally required----automatically added to all the record
types
Uniquecan be only text, email2 or number fields

Validation Rules:

Reports and Dashboards

Report type
Which object is being used to create a report.
This is nothing but a variant in reports or you can say it is a View in
SAP

Tabular Simple table formatdoes not summarize or subtotal

Summary sortsubtotal. grouped by.
Matrixpivot tablegroupingin a grid---

Standard reports Cannot be overwritten but can be modified to make

custom reports.
 Custom reportsmust be saved in custom folders

Access to the reports is based on the authorization to a folder it is saved.

Folder setting decides whether user can save a new report in the folder or not
and sharing setting decides which user will have the access to the folder.

Role hierarchy concept does not work in case of reports and dashboards.

Important notes:
Create new folder will be visible with Manage public folder permission
You cannot retrieve a deleted report
Conditional highlighting can only be done on summary or matrix reports
It is necessary to have a summary field to custom summary formulae in order
to show conditional highlighting

Add a chart to the report:

BAR Chart: Horizontal chartgood for comparing various groups

Verticalgood for fewer grp or date type comparison
Line chartgrouping data on the basis of dates>analyzing data over time
Pie chart/donutdata from summary rowcompare share of
percentagedonut has total in the center.
Funnel chart
Scatter ChartPlot summary totals for different grips-need to upgrade
report builder to use this

Charts for multiple grouping

Side by side Multiple vertical lines

Stacked chart one line has multiple grps
Grouped linesmultiple lines in the chartdifficult to compare totals with this

How to share the reports: print, email or export

Dashboards:
Components:
 Tables Data can be displayed in column form display grouping and
summary data
Chart-> Data graphically
Gauge Shows progress toward a goal

Dashboard---will have running user

Dynamic dashboards

Dashboard can have 10 filters

Custom summary formula

It is column created by putting a formula on an already summarized field in a

summary report
Custom summary formula supports calculation on custom formula fields.
Custom summary formulas can reference a formula field in a report
Custom summary formula can be used in report build from a custom report
type
3900 customs summary formula are allowed in SF
5 custom summary fields are allowed in report

Automation:

Email Administration->
Email template access is defined on the basis of the folder they are stored in.
Workflow-> Lightning process builder---Except outbound communication it supports
all type of actions.

Evaluation criteriarule criteriaactions (Task, Email, Outbound mgs, field update,

Apex)time triggersactions
Taskfollow-up task can be automatically created
Email Email cannot be triggered for workflow rule on activity. Also this email does
not appear in the activity log of the user. A task needs to created and attached to
the user f he wants to track which email was sent and when,
Outbound messagingcannot be used for an audit trail.
 Important notes:

Sharing Authorization:
A user can only view and edit a record which was shared with him from
another user.
Data validation rules are executed for a record
Checkbox can be a controlling picklist but not a dependent
Multiselect picklist cannot be a controlling picklist
Validation rules cannot update fields which are not included in page layout.
We cannot do AVERAGE in Rollup summary fields
A look up field can look up to a record level.

Reports and Dashboards:

2000 records can be seen without exporting

Number of calculated values per report is 5.
Same color in a field in a dashboard can be ensured by customizing the field
settings for dashboard.
Reports shows data which you can access.but dashboard displays data
which you cannot access.
Others:

Opportunity can only be associated with one territories

Account can have multiple opportunities.
Campaign management is not part of salesforce
Account can be assigned to many territories
To enable mass email option Email option should be checked for the profile.
When you delete lead from a campaign it does not delete the lead record
10 columns can be displayed on customizable related list
Only one object can be imported via Data loader at a time
Document tab does not have version control capabilities

APP EXCHANGE:->

A package is a container which can consist small components or large apps.

2 types of packages managed (Kind of standard way of creating custom
application) and unmanaged(Custom).

Managed packages:
Can be upgraded. Not all the components can be upgrade but few are
possible.
Does not count against total apps in the org
 Source code cannot be changed only the picklist values can be changed.

Unmanaged Completely opposite of managed packages.

Change sets are available to move apps from SANDBOX to DEV or prod. Its
like a transport system in SAP.

DESKTOP AND MOBILE ADMINISTRATION:->

Describe the capabilities of Salesforce Mobile?

Provide way to access salesforce application from mobile.

Also you can see your day activities or calendar.

Describe the installation and synchronization options of Salesforce for Outlook.

Synch your contact, task and event between salesforce and Microsoft outlook.
Periodic upgrades will be required
Reps can also do it easily.
Administrator can push it in all the systems of all the reps

WORKFLOW AUTOMATION :->

Describe when workflow is evaluated.
Automation can be done using Workflow and Approvals
Available in enterprise and unlimited version.
Created
Created and edited
Add rule criteria

Describe the capabilities of workflow rules and actions.

Automatic email
Automatic assignment of task
Field update
Web service message
Time dependent actions

Given a scenario, identify the appropriate workflow solution.

Describe capabilities and use cases for the approval process.

SALES Cloud:->
 Anybody associated to account is a contact

Lead prospect you are targeting or individual who has shown interest in
your product
Can be created Manually, import wizard, imported via API, captured with
Web to lead
Converting lead

It will create Account, Contact and opportunity

Only fully filled lead will be converted
Custom fields of leads can be mapped to custom fields of Account,
Contact and Opp.
Data validation rules can be triggered to make sure all the relevant
data is being captured.

Who should handle Leads?

Queue are location where record resides
Queue members can be public grp, Roles, subordinates and users
Any member from queue can accept the lead

Only 2 Objects supports queue- Leads and Cases.

Lead assignment rules

to determine the owner of lead.

When creating it from UI you have option of running assignment rule
by clicking on checkbox.
First rule matches the lead will determine the owner.
You can have multiple lead assignment rules but only one will be active
at a time. Different lead assignment rules are used for different
processes.
Web to lead triggers lead assignment rules. Also Editing of lead can
also trigger lead assignment rules.

WEB-TO-Lead

It is an HTML form which can be placed on the portal to create lead in

salesforce.
You cannot put lookup relationships on web to lead field except
campaign.
If campaign field is filled lead will automatically be linked to the
campaign.
In case of web to lead campaign is mostly hard coded.
You can only capture 500 leads from web to lead per day.
Lead Auto Response rules

A response can be provided to the customer creating lead using web to

lead.
One default lead auto response rule is mandatory.
Only one can be active at a time.

Lead Conversion

How process work Lead received from W2L auto

assignedmanually analyzed Converted into Contact, Account and
opportunity with lead data
One custom field in lead can only be mapped with one custom field of
either contact, opportunity and Contact.
Lead cannot be mapped with existing opportunity. You have option of
not creating opportunity
Lead conversion will look for existing account and contact and you will
have option of linking it with existing otherwise a new will be created.
Custom relationship is not transferable in lead conversion.

Sales Process and Opportunity stages

Process of Sales using opportunityusing multiple stages or statuses

of opportunity from prospect to closed won or closed lost
Forecasting and Quotas

Forecasts can be used to predict future sales within an organization.

Quotas are used to set target sales goals for forecast users. This can allow
organizations to establish greater accountability for meeting sales expectations.

Assigning and selecting price books

Price book is nothing but a price of products. We select a price book in opportunity and
quotes.
You can have multiple price books
Default price book is configured in OWD as USE.
User must have read only access to Products and price book in order to
use any active price books.
Campaigns
User must have marketing user checkbox checked
To add campaign or contact to a campaign
add related list of campaign to lead and contact
Through contact members lead and contacts can be associated to
campaign
ADD TO CAMPAIGN button on related list
WEB to LEAD add campaign at the time of creation of lead
 Lead report and contact report has ADD to Campaign button to add
campaign less than 50K
Data loader can update campaign for more than 50K
Manage members button

Campaign member

associate lead and contacts to campaign nothing but the leads

and contacts of a campaign
Basically we create a campaign and add leads to it and then run
it it can help converting leads to opportunities
Campaign hierarchy

Tells you the parent child relationship with the campaign

You can have up to 5 levels in your campaign hierarchy. There is no limit to the
number of campaigns within the hierarchy itself, however.

Campaign Influence

Could be possible that other campaigns influenced or helped this lead to get
converted into an opportunity.
You can assign the opportunity to multiple campaigns

Campaign ROI

Reports can be executed to get the return of investment on the basis of total
WON opportunities.

Account team and Opportunity team

Account teamway to document which user will do what for an account.

What is Team Selling? -->Also known as opportunity teams, team selling applies
the same concepts as account teams to the opportunity object. However, there
are a few differences:
Opportunity teams influence record-level security on the opportunity. Account
teams influence record-level security on the account, related opportunities, and
related cases.
Custom fields can be added to the opportunity team object; custom
fields cannot be added to the account team object.

Contact Roles

Number of contacts which will be involved in winning the lead.

This is like Campaign influence.

Service Cloud :->

Cases:
Admin can configure these channels for case managements: Channels
include Communities for online forums, Email-to-Case for emails, Web-to-
Case for websites, Salesforce Call Center for phone calls, and more.
Case Page layout :->
Its good to have a separate page layout for closing the case so that you can
make the fields required which are not required at the time of creating and
editing it.

Case Escalation Rules:->

The escalation rule is the container for all rule entries and rule actions. Only one can be active
at a time, and most organizations will only need to use one rule.
Rule can have multiple rule entries. Rule entries will determine what action should be taken after
creating the Case.

Escalation Actions :->

One rule entry can have multiple actions.

Case escalation rules are evaluated every time the case is modified.
Modifying related records used in case escalation rule criteria will not invoke rule re-evaluation of
related cases.

Contact Role and Case Teams :->

Contact roles means relationship of case with the account or opportunity. You can simply add this
on the case page layout.

Case team helps distinguishing between all the departments which were involved in resolving one
case.
Lets say a case will need technical help, functional help or business help. Case team related list
will have 3 users of these 3 teams with their team name like technical advisor, Functional analyst
or business user.

Solution overview:->
Solution can be attached to a case.

Solutions do not use sharing rules. Instead, object-level security (as determined by the users
profile and permission sets) and the Manage Published Solutions privilege (see below)
determine what access the user has to solutions.

Solution can be organized in multiple categories and a solution can be assigned to multiple
categories
HTML Solutions
Once enabled, HTML solutions cannot be disabled. This will allow your organization to use rich
text fields (formatting, images, etc.) within solutions.
Public & Portal Solutions
Solutions can be published to your company website via iframe (Setup ->
Self-Service > Public Solutions), or exposed through self-service or customer
portals.
Multilingual Solutions
When enabled, solutions can be translated into multiple languages.

Communities and portal Overview :->

Customer Portals: Just like SDN.SAP.com to manage and see cases and its solutions

Partner Portal: partner has access to it and they can access leads and opportunities so that they
can contribute.

Self-service: Discontinued

Portals are replaced by communities now.

Communities:
External user can communicate via chatter. Portal did not have this kind of facility.

Activities:->

Two types
Task
Specific to do items or actions to be performed.
Task can be assigned to multiple users.

Events:
These are like scheduled meetings or appointments in outlook.
It has a specific start and end time.

Allow activities must be checked in case of custom objects to link with activities

Data Management

Import wizard

Import account and Contacts, lead, solution, campaign member and person account
You can also import custom objects

Sources outlook, Gmail and LinkedIn types up to 50000

Import wizard automatically establish connection between contact and account.
You can disable workflow rules via import wizard.
Import wizard can remove duplicates.

Data loader

Application can upload mostly all the data objects in salesforce and perform all type of CRUD
operations.

Data loader establish a connection with the help of salesforce id and external id.
Workflow rules are always triggered via data loader.

The permissions are different. Access to the wizards are driven by specific permissions (e.g.
Import Personal Contacts and Import Leads permissions on profile/permission set), while Data
Loader permissions are driven by the global API Enabled permission on profile/permission set.

Data loader can process up to 5 million at a time.

Validation Rules :->

Try to avoid validation rules for web to lead and web to case to avoid rejecting submission.
Trigger before save.

Data quality

Data.com can be used to remove duplicated from the objects.

Data import wizard:

Allow account, contacts, lead, solution and custom objects

Data can be imported from Excel, Outlook, ACT CSV or Gmail CSV
Workflow can also be triggered after the import
if THERE IS ANY ERROR IN THE DATA LIKE UNMAPPED BURRENCY FIELD. IT
WILL STOP THE FILE TO PROCESS FURTHER.

Less than 50000

Need to check that data is clean no duplicates
It always checks whether to start WF or not
Good for only few objects
You cannot save field mapping for later use.
Only import or update

Data loader: installation required

Used to import and export data in bulk.

Up to 5 million records can be uploaded

Automatically checks for duplicates
You have to stop validation rules and workflow b4 data loader
All objects can be uploaded
Nightly feed
Can save field mapping for later use
Import update or delete data

DATA.COM
This is a source of or collection of data which can be used in salesforce to
import contact, accounts etc.

Duplicate managements: its a tool to avoid duplicates. available only for

accounts, contacts, leads or custom objects
Transfer ownership: mass TRASNFERDATA MANAGEMENT

Backup data: Automatic data export to CSV format

Mass delete -mass delete records
 Sales and Service

End user cannot import members into campaigns

Contact has to be associated with an account and one account can have
multiple contacts
Service is not a standard SF application
You can have up to 5 levels in your campaign hierarchy. There is no limit to the number of
campaigns within the hierarchy itself, however.
Accounts, opportunity and contacts does not support business processes
Sales, lead, support and solution process support business process
Campaign member picklist fields are not available arestatus, salutation,
lead source
These special picklist fields are not available for record type because they
are exclusively being used for sales, lead, solution and support processes.
Opportunity stage, case status, solution status and Lead status.
Campaign and opportunity does not have many to many relationships
Opportunity and contact are not imported by Import wizard
Account can be part of multiple territories
Opportunities appear on pipeline reports
Opportunity cannot be associated to multiple territories but account and user
can.
A case assignment rule can have formula rule entries
When the lead is converted you get the option to select the owner name and
opportunity name is generated automatically
Web to lead auto response rules allow different auto response emails to be
sent based on the lead attributes
Best way to execute a email campaign is by using 3rd party email application
Account team is not available for professional edition
Opportunity and case does not have import wizards
Opportunity cannot be imported through import wizard
Opportunity, lead, cases and contacts supports business processes
Campaign account does not support business processes.
Contacts does not need a business process
Queues cannot be created on account object and opportunities
When converting a lead 3 custom fields can be mapped
Marketing process is not a valid business process
If an email is deleted from lead and then lead is deleted, it cannot be
retrieved from recycle bin.
Validation rules does not enforce on lead conversion---Only Web to lead has
validation rules

Reports and Dashboards

You cannot retrieve a deleted report

Dashboard snapshot displays first 2 dashboards
Dynamic dashboard per org EE = 5, UE = 10, DE = 3
 Running user determine the access to the dashboard data
For drill to detail dashboard report must be grouped by record name. record
owner and feed post.
Custom summary formula supports calculation on custom formula fields.
Custom formula field cannot reference other formula fields in an object
Custom Formula fields have limit of 4000 char on the compiled size of
formula
Custom summary formulas can reference a formula field in a report
Custom summary formula can be used in report build from a custom report
type
3900 customs summary formula are allowed in SF
Standard reports are not visible through search
5 custom summary fields are allowed in report
If you are building a custom report, you can see objects like leads even if you
do not have view authorization for the object.
Scatter is new type of Dashboard introduced in Spring 11
Tabular reports cannot have conditional highlighting
Reports shows only data which you can access but dashboard displays data
even which you dont have access to.
Funnel chart and donut chart does not support combination chart
Custom report types PE=50, EE = 200, DE = 400, Unlimited = 2000
Matrix reports summarize data in a grid
Matrix reports cannot be used as source report for analytical snapshot
Matrix reports summarizes data on the grid. Provide total for both rows and
columns.
Metric and gauge dashboards are for grand total
Summary and matrix report types are used to create dashboard
components
Summary reports provide tabular format with sorting and subtotal
Only user with access create and customize can access reports.
Only field level security can prevent user to include a field in a report.
Conditional formatting and report charting is available for summary and
matrix reports.
Tabular reports cannot be used to group data
Each report can have 5 bucket fields, each bucket field can have 20 buckets
and each bucket can have 20 values
Bucket fields cannot be reused
Bucket field is nothing but an advanced filter for ex if you want to see entries
for 3 states out of 15 create a bucket of state field and use it as a filter
Add a chart to the report:
BAR Chart: Horizontal chartgood for comparing various groups
Verticalgood for fewer grp or date type comparison
Line chartgrouping data on the basis of dates>analyzing data over time
Pie chart/donutdata from summary rowcompare share of
percentagedonut has total in the center.
 Funnel chart
Scatter ChartPlot summary totals for different groups-need to upgrade
report builder to use this
200 dashboard refreshes per day
Running user overrides all the security limitations and can see all data in
dashboards
Create new folder will be visible with Manage public folder permission
Role hierarchy concept does not work in case of reports and dashboards.
3 ranges can be defined in case of conditional highlighting
Conditional highlighting only works on first summary field in the report
Combination charts Display more than one summary value in the chart and
add a second axis range to the chart

Workflows

You can have maximum number of 70 actions in a workflow rule

Jumpstart wizard only allows approval of one approver
Workflow tasks are tracked in activity report
Workflow cannot be assigned to multiple users. To do this use roles
or public groups.
Process visualizer can monitor Approval processes
Workflows are not available in professional edition
25 workflow rules can be created per entity
10-time trigger can be fired for a workflow
Except for case comment and Email message records you can create
a field update action that updates a field using workflow actions

Security and Sharing

Public groups are to simplify the number of sharing rules or when defining the
folders or list view access
Modify all data, view all data and View encrypted data override field level
security
Field level security This will hide this field from list view search and
everywhere
Read only u can do view, search, reporting
Record locking is a process of preventing user to edit record regardless of
field level security or sharing rules.
OWD is the default level of access provided to a user
Sharing rules cannot be formed on objects on managed packages
Field level security overrides the page layout

App Exchange
 10 app exchange apps you can install Enterprise edition
Unlimited app exchange can be installed in UE
5 app exchange apps can be installed in PE

Objects and formulas

Formulas can reference to themselves and also you cannot use a case
statement in Formula field.
Maximum length of field text encrypted is 191
Custom fields are removed after 45 days from recycle bin
Mini page layout inherits most of the properties from its associated page
layouts
We can enable field encryption by contacting salesforce.com
Standard user can fetch max of 500 records in a session
Max number of values allowed in custom picklist is 500
APIs are not allowed for use in professional edition
List view can show up to 2000 records and print up to 1000
Using formula fields, you can access the objects for which u dont have
access to.
All the objects have built in Import wizard
Recommended to have max 200 record type per org.
Once in a 6 day you can do backup of data if org is for data export.
Role is not a mandatory field while creating a user record.
Picklist dependency rules are not enforced during imports
It is possible for a user to own a record but not see if they dont have access
to that object
Locale setting determine the value of delimiter for an import of CSV file
Recycle bin limit is 250 times more than your general storage limit
Objects in lookup can link to self.
500 Custom fields can be created in UE
Size of document uploaded is 5 MB
Deleted records will be in recycle bin till 15 or 30 days
Property feature can only be used to make field mandatory for custom
fields.
U need security token to get access from data loader ad SF for Outlook
24-hour backup data export stores in SF before it gets deleted automatically
10 custom fields can be displayed in customized related list.
Inline editing is not possible in related list and edit pages
Record types are not available in professional edition
Validation rules are triggered while importing data via import
500 roles can be created in an org
Personal tags cannot be shared
Formula can reference a fields secured by field level security
500 custom fields in UE
Data validation rules are supported in all editions
 List box is not a custom field type
Queue can be made up of users, public groups or Roles
Trial force email brandingadd company logo on email
200 profiles can be enabled with enhanced profile management
Shared activities are limited to 50 contacts and Takes up to 48 hours to
enable this feature
Custom fiscal year calendar cannot be modified.
Company profile does not include business hours. They are specified in
profile level
My domain feature is available in sandbox environment and they still can
login through login.salesforce.com
Data loader can be used to upload 5 million records
You have enable external knowledge base access in profile settings for
external users
Group tasks can only be created for personal groups and up to 100 users
can be assigned an independent copy of task
Solutions can be displayed on users website using public solutions
You can invite up to 10 people to a meeting using cloud scheduler
To log into data loader, IP should be trusted and user must know the security
token
Portal user can see tags even if it is not included in page layout
Mail merge is available in all editions
Cross object formula fieldreference difference objects---up to 10 parent
levels
Data validationsRequireduniversally required----automatically added to all
the record types
Uniquecan be only text, email2 or number fields