Admin Manual

Salesforce Resources
Salesforce has a very extensive overview of online resources that you can utilise to support your users as best as possible to solve their business challeng...
Tue, 19 Oct, 2021 at 10:40 AM
Salesforce Terms
As an admin of Venturelytic, it is important to understand the basics of the Salesforce platform. There are a few terms that are used throughout this guide ...
Tue, 19 Oct, 2021 at 10:43 AM
Administrator and Super User Roles
The administrator The Salesforce administrator—or “admin” is a Salesforce user with system administration duties and other super powers. Admins are resp...
Tue, 19 Oct, 2021 at 10:46 AM
Data Model
A data model, visualized by entity relationship diagrams (ERDs), illustrates important relationships between objects. There are different types of objects u...
Tue, 19 Oct, 2021 at 10:49 AM
Rights
Editable by: Super User Venturelytic created a custom right structure for StartGreen, which has been laid down in more detail in the right structure do...
Tue, 19 Oct, 2021 at 10:50 AM
User Management
Editable by: Super User For admins in Venturelytic, the most important aspects of user management are listed below, together with the Salesforce documen...
Tue, 19 Oct, 2021 at 10:55 AM
Add Venturelytic Package
Editable by: Admin  Venturelytic is a so-called “managed package” on the Salesforce platform. A managed package is a collection of application component...
Tue, 19 Oct, 2021 at 10:57 AM
Record Types
Editable by: Admin Venturelytic works with three different records types on its Account object, for the purpose of creating a custom user experience for...
Tue, 19 Oct, 2021 at 10:59 AM
Object Manager
Editable by: Super User   Salesforce lets you customize the Venturelytic object model with features like custom fields and page layouts. These objects a...
Tue, 19 Oct, 2021 at 11:02 AM
List Views
Editable by: Super User   When you need an easy, intuitive way to sort, prioritise, and analyse your Venturelytic records, check out list views. List vi...
Tue, 19 Oct, 2021 at 11:07 AM