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

Goodey

Paul Goodey GP

$19.99 per month

3.6 (9 Ratings)

Paperback Apr 2019 782 pages 5th Edition

Goodey

Paul Goodey GP

$19.99 per month

3.6 (9 Ratings)

Paperback Apr 2019 782 pages 5th Edition

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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

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Product Details

Publication date : Apr 27, 2019

Length: 782 pages

Edition : 5th

Language : English

ISBN-13 : 9781789619782

Vendor :

Salesforce

Category :

Programming

Languages :

Apex

Concepts :

CRM

Tools :

Salesforce

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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

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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

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

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