Lean Salesforce Training
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Welcome, Salesforce Learners!

Welcome, Salesforce Learners! | Lean Salesforce Training | Scoop.it

Hi everyone. This page is dedicated to helping you learn Salesforce quickly with free resources that have been really helpful for me.

 

Tip: use the filter icon in the top right of the page to display content relevant to your role with Salesforce (end user, administrator or developer). You can also filter content by topic, including security, data management, analytics and more. 

 

Feel free to use, curate or share any content on this page. Know of a great resource that should be included here? Let me know: https://twitter.com/aaronwinters

 

Have a question about Salesforce? Post it to the community: https://success.salesforce.com/

 

Community for nonprofits:  http://powerofus.salesforcefoundation.org/publogin

Aaron Winters's insight:

A great starting place for new administrators and developers is Udacity's course on Salesforce App Development. I recommend the Navigating Salesforce video for new end users.

 

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Data Import 5 - Importing Your Data in the Right Order

If you are importing multiple objects that have dependencies, such as accounts and opportunities, you need to watch Importing Your Data in the Right Order. T...
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Helpful of examples of the sequence for importing data so that records are related to each other as designed.

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Data Import 3 - Cleaning and Preparing Your Data Using Excel

Cleaning and Preparing Data Using Excel covers several features and functions that will make quick work of getting your data files ready for import. Vlookup,...
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Useful Excel features for cleaning data, including sorting, filtering, vlookup, cell formatting, find and replace and formulas.

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Data Import 1 - Importing Data Overview

This overview video acts as a table of contents for the Salesforce Data Import series. Get a quick glimpse of what each video covers, and use the clickable l...
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Introductory video of the data import series by Salesforce Docs team.

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Getting Started: Navigating Salesforce

Getting Started: Navigating Salesforce | Lean Salesforce Training | Scoop.it

20-min video tutorial from help.salesforce.com on how to navigate Salesforce for new users.

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Great resource for sharing with end users who are totally new to Salesforce.

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Video Tutorial - Who Sees What: Organization Access

Video Tutorial - Who Sees What: Organization Access | Lean Salesforce Training | Scoop.it

Configuring Salesforce security features at the org level.

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5-minute overview of network access settings, password policies and session security.

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Video Tutorial - Who Sees What: Organization-Wide Defaults

Video Tutorial - Who Sees What: Organization-Wide Defaults | Lean Salesforce Training | Scoop.it

Watch how you can restrict access to records owned by other users using default sharing settings across the entire organization.

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7-minute video on how administrators can use organization-wide sharing sharing settings to specify the default level of access to records and the defaults can be set separately for different objects.

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Video Tutorial - Who Sees What: Field Level Security

Video Tutorial - Who Sees What: Field Level Security | Lean Salesforce Training | Scoop.it

Watch how you can restrict access to specific fields on a profile by profile basis.

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4-minute video about how field-level security settings let administrators restrict users' access to view and edit specific fields across the Salesforce interface, as well as in via the API and desktop applications.

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Video Tutorial - Who Sees Who: User Sharing

Video Tutorial - Who Sees Who: User Sharing | Lean Salesforce Training | Scoop.it

Control who sees who in the organization with standard sharing functionality.

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6-minute video on how to show or hide an internal or external user from another user in your organization with User Sharing.

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Documentation - Security Implementation Guide

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Comprehensive documentation on Salesforce security features for administrators.

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Data Import 6 - Best Practices for Importing Data

Best Practices lists the top pain points experienced by our customers, so you can avoid them entirely! Watching this video can save you hours of frustration....
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Short video covering data backups, import testing and other useful tips on working with data in Salesforce.

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Data Import 4 - Should I Use Data Loader?

Salesforce offers a number of tools and APIs to import and export data.

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Comparison of data import wizards and the Apex Data Loader. Also brief overview of Workbench and Jitterbit.

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Data Import 2 - Preparing Your Data for Import

This overview video acts as a table of contents for the Salesforce Data Import series. Get a quick glimpse of what each video covers, and use the clickable l...
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Overview of three steps of preparation: clean your data outside of Saleforce, prepare the import file and customize Salesforce if necessary.

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Intro to Salesforce App Development - Udacity

Intro to Salesforce App Development - Udacity | Lean Salesforce Training | Scoop.it
In this short class you'll build powerful apps without writing code. Great if you're an aspiring developer or someone who wants to learn what programmers do.
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A great starting point for learning to administer and build apps on the Salesforce platform. Comprehensive self-paced training with free and paid support options.

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Video Tutorial - Who Sees What: Overview

Video Tutorial - Who Sees What: Overview | Lean Salesforce Training | Scoop.it

Choosing the data set that each user or group of users can see is one of the key decisions that affects data security.

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You need to find a balance between limiting access to data, thereby limiting the risk of stolen or misused data, versus the convenience of data access for your users.

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Video Tutorial - Who Sees What: Object Access

Video Tutorial - Who Sees What: Object Access | Lean Salesforce Training | Scoop.it

Watch how you can grant access to objects using profiles.

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6-minute video on managing security at the Salesforce object level.

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Video Tutorial - Who Sees What: Record Access via the Role Hierarchy

Video Tutorial - Who Sees What: Record Access via the Role Hierarchy | Lean Salesforce Training | Scoop.it

Watch how you can open up access to records using the role hierarchy if your organization-wide defaults are more restrictive than Public Read/Write.

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8-minute video on how roles can control the level of visibility that users have into your organization's data. Users at any given role level can view, edit, and report on all data owned by or shared with users below them in the hierarchy, unless your organization's sharing model for an object specifies otherwise.

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Video Tutorial - Who Sees What: Record Access via Sharing Rules

Video Tutorial - Who Sees What: Record Access via Sharing Rules | Lean Salesforce Training | Scoop.it

Watch how you can grant access to records using sharing rules.

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5-minute video on how to make automatic exceptions to your organization-wide sharing settings for defined sets of users with sharing rules.

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Video Tutorial - Who Sees What: Permission Sets

Video Tutorial - Who Sees What: Permission Sets | Lean Salesforce Training | Scoop.it

A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.

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6-minute video on permission sets and how they compare to user profiles.

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