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Salesforce CRM - The Definitive Admin Handbook

You're reading from Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

Product type Paperback

Published in Dec 2016

Publisher Packt

ISBN-13 9781786468963

Length 644 pages

Edition 4th Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Paul Goodey

View More author details

Table of Contents (12) Chapters

Preface

1. Setting up Salesforce CRM and the Company Profile FREE CHAPTER

2. Managing Users and Controlling System Access

3. Configuring Objects and Apps

4. Securing Access to Data and Data Validation

5. Managing Data in Salesforce CRM

6. Generating Data Analytics with Reports and Dashboards

7. Implementing Business Processes in Salesforce CRM

8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM

9. Extending and Enhancing Salesforce CRM

10. Administrating the Mobile Features of Salesforce CRM

11. Studying for the Certified Administrator Exam

Mobile Dashboards

The Mobile Dashboards solution is an app specifically developed to work on the Apple iPad device. The setting to allows users to install the app is automatically enabled for all Salesforce organization. This permits users to access and install the app on their Apple iPads without any admin configuration or support.

Note

Since Summer '2015, the Mobile Dashboards for iPad app is no longer supported. At the time of writing, the app can continue to be used Salesforce no longer provides support or enhancements to the app.

Salesforce recommends migrating users' experience and requirements for Mobile Dashboards to the Salesforce1 app.

To enable or disable The Mobile Dashboards for iPad app, navigate to Setup | Mobile Administration | Mobile Dashboards, as shown in the following screenshot:

Mobile Dashboards

Now select or deselect Enable the Mobile Dashboards iPad app for all users and then click Save.

The rest of the chapter is locked

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Authors (1)

Goodey

Goodey

Paul Goodey is the author of the book entitled Salesforce CRM Admin Cookbook, by Packt Publishing. He has over 25 years' experience developing web technology solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2006. He has enjoyed a variety of roles while working with Salesforce CRM, having worked as a developer, business analyst, solutions architect, and system administrator to provide solutions for both in-house and consultancy-based end users. Based in the UK, near London, his professional qualifications include Salesforce Certified Administrator (ADM-201), and he is a keen and active member of Salesforce's administrator and developer online communities.

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