Explore Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Learning Hub

Free Learning

Salesforce CRM - The Definitive Admin Handbook: Build, configure, and customize Salesforce CRM and mobile solutions , Fifth Edition

Goodey

Paul Goodey GP

$9.99 ~~$49.99~~

3.6 (9 Ratings)

eBook Apr 2019 782 pages 5th Edition

Goodey

Paul Goodey GP

$9.99 ~~$49.99~~

3.6 (9 Ratings)

eBook Apr 2019 782 pages 5th Edition

What do you get with eBook?

Instant access to your Digital eBook purchase

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

View table of contents

Preview Book

Key benefits

Understand critical design considerations for setting up Salesforce CRM
Facilitate and manage the transition from Salesforce Classic to Lightning Experience
Learn key functions of application security to manage user profiles and data

Description

Salesforce’s winter ’19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform. This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You’ll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it’ll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you’ll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You’ll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM.

Who is this book for?

This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new or experienced professional, this book will enhance your knowledge and understanding of Salesforce CRM features.

What you will learn

Configure a variety of user interface features in Salesforce CRM
Understand the capabilities of the Salesforce CRM sharing model
Explore Einstein Analytics - Salesforce s new wave of advanced reporting
Get to grips with the Lightning Process Builder workflow
Set up user profiles, security, and login access mechanisms
Find out how Apex and Visualforce coding can be used in Salesforce CRM
Manage the transition from Salesforce Classic to Lightning Experience
Implement data manipulation features to apply best practices in data management

What do you get with eBook?

Instant access to your Digital eBook purchase

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

Product Details

Publication date : Apr 27, 2019

Length: 782 pages

Edition : 5th

Language : English

ISBN-13 : 9781789619720

Vendor :

Salesforce

Category :

Programming

Concepts :

CRM

Tools :

Salesforce CRM

Frequently bought together

Salesforce CRM - The Definitive Admin Handbook

Apr 2019 782 pages

3.6 (9)

eBook

$9.99 ~~$49.99~~

Salesforce Advanced Administrator Certification Guide

Nov 2019 672 pages

3.3 (4)

eBook

$9.99 ~~$35.99~~

Salesforce Platform Developer I Certification Guide

May 2019 546 pages

eBook

$9.99 ~~$29.99~~

Total $ 150.97

$62.99

$43.99

Total $ 150.97

18 Chapters

Section 1: Getting Started with Salesforce CRM

Setting Up Salesforce CRM and the Company Profile

The Salesforce setup menu

Setting up the company profile

User login and authorization

The UI and supported browsers

Data protection and privacy

Questions to test your knowledge

Summary

Managing Users and Controlling System Access

Introducing record ownership, profiles, and sharing

Profile and permission sets summary

Managing users in Salesforce CRM

Viewing and editing user information

Freezing user accounts

Managing passwords

Controlling system access

Session management

Session timeout

Extended use of IE11 with Lightning Experience

Caching

Verifying identity

Cross-Site Request Forgery protection

Content Security Policy protection

Cross-Site Scripting protection

Content sniffing protection

Referrer URL protection

HSTS for sites and communities

Redirections

Session security levels

Logout page settings

New User Email

Logging in as another user

Creating a guide to help users grant login access to you

Creating custom user fields

Salesforce health check

Questions to test your knowledge

Summary

Configuring Objects and Apps

The relationship between a profile and the features that it controls

Renaming labels for standard tabs, standard objects, and standard fields

Creating custom objects

Object Limits

Creating custom object relationships

Creating custom fields

Dependent picklists

Building relationship fields

Lookup relationship options

Master-detail relationship options

Lookup filters

Custom labels

Custom settings

Custom metadata types

Building formulas

Basic formulas

Advanced formulas

Building formulas – best practices

Building formula text and compiled character-size limits

Custom field governance

Page layouts

Feed-based page layouts

Record types

Related lists

List views

Questions to test your knowledge

Summary

Section 2: Managing Data in Salesforce

Securing Access to Data and Data Validation

Levels of data access and security

The data access security model

Organization-Wide Defaults (OWD)

Role hierarchy

OWD and sharing rules

Manual sharing rules

Questions to test your knowledge

Summary

Managing Data in Salesforce CRM

Data storage utilization

Data quality

Managing duplicate data

An overview of data import and export utilities

Data protection and privacy

Questions to test your knowledge

Summary

Generating Data Analytics with Reports and Dashboards

Reports

Custom summary formulas

Dashboards

Questions to test your knowledge

Summary

Section 3: Business Processes, Cloud Development, and Lightning Experience

Implementing Business Processes in Salesforce CRM

Workflow rules and approval processes

Configuring workflow rules

Approval processes

Configuring approval processes

Visual Workflow

Lightning Process Builder

Questions to test your knowledge

Summary

Core Business Functionality in Salesforce CRM

Functional overview of Salesforce CRM

Marketing automation

Salesforce automation

Service Cloud

Business collaboration

Questions to test your knowledge

Summary

Extending and Enhancing Salesforce CRM

Salesforce AppExchange marketplace

Enterprise mashups in web applications

Mashups in Salesforce CRM

Introducing Visualforce

Change management overview

User adoption

Questions to test your knowledge

Summary

Administrating the Mobile Features of Salesforce CRM

Accessing Salesforce mobile solutions

SalesforceA

The mobile Salesforce app

Salesforce mobile app versus the full Salesforce site

Salesforce mobile wizard

Testing Salesforce mobile using a desktop browser

Questions to test your knowledge

Summary

Lightning Experience

Introduction to Lightning Experience

Differences between Lightning Experience and Salesforce Classic

Benefits of migrating to Lightning Experience

Assessing the impact of the transition to Lightning Experience

Planning the transition to Lightning Experience

Implementing the transition to Lightning Experience

Questions to test your knowledge

Summary

Einstein Analytics

Introduction to Einstein Analytics

Comparing Einstein Analytics and classic Salesforce reports and dashboards

How to gain developer access to Einstein Analytics

Options for accessing Einstein Analytics

Menu options and features in Analytics Studio

Questions to test your knowledge

Summary

Section 4: Salesforce CRM Certification

Studying for the Certified Administrator Exam

Overview of the Salesforce Certified Administrator exam

Questions

Answers to the questions

Registering for the Salesforce Certified Administrator exam

Summary

Other Books You May Enjoy

Leave a review - let other readers know what you think

Recommendations for you

Modern CMake for C++

May 2024 502 pages

4.6 (11)

eBook

$9.99 ~~$39.99~~

Layered Design for Ruby on Rails Applications

Aug 2023 298 pages

4.7 (16)

eBook

$9.99 ~~$39.99~~

Efficient Algorithm Design

Oct 2024 360 pages

eBook

$9.99 ~~$35.99~~

Application Lifecycle Management on Microsoft Power Platform

Oct 2024 222 pages

eBook

$9.99 ~~$35.99~~

50 Algorithms Every Programmer Should Know

Sep 2023 538 pages

4.5 (67)

eBook

$9.99 ~~$39.99~~

Programming APIs with C# and .NET

Nov 2024 166 pages

eBook

$9.99 ~~$35.99~~

Learn to Code with Rust

Nov 2024 37hrs 6mins

Video

$9.99 ~~$29.99~~

Asynchronous Programming with C++

Nov 2024 424 pages

eBook

$9.99 ~~$33.99~~

Fundamentals of Object-Oriented Programming - C++

Feb 2023 7hrs 6mins

Video

$9.99 ~~$29.99~~

Hands-On Design Patterns with C++

Jul 2023 626 pages

4.5 (11)

eBook

$9.99 ~~$39.99~~

People who bought this also bought

Domain-Driven Design with Golang

Dec 2022 204 pages

4.4 (19)

eBook

$9.99 ~~$35.99~~

Template Metaprogramming with C++

Aug 2022 480 pages

4.6 (14)

eBook

$9.99 ~~$37.99~~

The Python Workshop Second Edition

Nov 2022 600 pages

4.6 (21)

eBook

$9.99 ~~$41.99~~

Event-Driven Architecture in Golang

Nov 2022 384 pages

4.9 (11)

eBook

$9.99 ~~$39.99~~

50 Algorithms Every Programmer Should Know

Sep 2023 538 pages

4.5 (67)

eBook

$9.99 ~~$39.99~~

About the authors

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.

See other products by Goodey

Paul Goodey GP

See other products by Paul Goodey GP

FAQs

How do I buy and download an eBook?

Where there is an eBook version of a title available, you can buy it from the book details for that title. Add either the standalone eBook or the eBook and print book bundle to your shopping cart. Your eBook will show in your cart as a product on its own. After completing checkout and payment in the normal way, you will receive your receipt on the screen containing a link to a personalised PDF download file. This link will remain active for 30 days. You can download backup copies of the file by logging in to your account at any time.

If you already have Adobe reader installed, then clicking on the link will download and open the PDF file directly. If you don't, then save the PDF file on your machine and download the Reader to view it.

Please Note: Packt eBooks are non-returnable and non-refundable.

Packt eBook and Licensing When you buy an eBook from Packt Publishing, completing your purchase means you accept the terms of our licence agreement. Please read the full text of the agreement. In it we have tried to balance the need for the ebook to be usable for you the reader with our needs to protect the rights of us as Publishers and of our authors. In summary, the agreement says:

You may make copies of your eBook for your own use onto any machine
You may not pass copies of the eBook on to anyone else

How can I make a purchase on your website?

If you want to purchase a video course, eBook or Bundle (Print+eBook) please follow below steps:

Register on our website using your email address and the password.
Search for the title by name or ISBN using the search option.
Select the title you want to purchase.
Choose the format you wish to purchase the title in; if you order the Print Book, you get a free eBook copy of the same title.
Proceed with the checkout process (payment to be made using Credit Card, Debit Cart, or PayPal)

Where can I access support around an eBook?

If you experience a problem with using or installing Adobe Reader, the contact Adobe directly.
To view the errata for the book, see www.packtpub.com/support and view the pages for the title you have.
To view your account details or to download a new copy of the book go to www.packtpub.com/account
To contact us directly if a problem is not resolved, use www.packtpub.com/contact-us

What eBook formats do Packt support?

Our eBooks are currently available in a variety of formats such as PDF and ePubs. In the future, this may well change with trends and development in technology, but please note that our PDFs are not Adobe eBook Reader format, which has greater restrictions on security.

You will need to use Adobe Reader v9 or later in order to read Packt's PDF eBooks.

What are the benefits of eBooks?

You can get the information you need immediately
You can easily take them with you on a laptop
You can download them an unlimited number of times
You can print them out
They are copy-paste enabled
They are searchable
There is no password protection
They are lower price than print
They save resources and space

What is an eBook?

Packt eBooks are a complete electronic version of the print edition, available in PDF and ePub formats. Every piece of content down to the page numbering is the same. Because we save the costs of printing and shipping the book to you, we are able to offer eBooks at a lower cost than print editions.

When you have purchased an eBook, simply login to your account and click on the link in Your Download Area. We recommend you saving the file to your hard drive before opening it.

For optimal viewing of our eBooks, we recommend you download and install the free Adobe Reader version 9.

Salesforce CRM - The Definitive Admin Handbook: Build, configure, and customize Salesforce CRM and mobile solutions , Fifth Edition

What do you get with eBook?