What this book covers
Chapter 1, AÂ Deep Dive into the Salesforce Lightning Experience, describes what Lightning Experience is and how it will help sales and support reps to improve their selling experience. Later, we will discuss the basic concepts of Salesforce that will help you understand the next few chapters.
Chapter 2, Security Settings in Salesforce, describes the concepts of multi currency, followed by the basics of Salesforce platform security and then goes through the various security aspects of Salesforce. At the end of the chapter, you will find key points to remember and a quiz for practice.
Chapter 3, Territory Management, gives you an understanding of Territory Management with real-time examples. Then, we will take the discussion ahead and discuss how its impact on your current record sharing. This is one of the key chapters in this book. At the end of the chapter, you will find key points to remember and a quiz for practice.
Chapter 4, Extending Salesforce with Custom Objects and Applications, gives the understanding of how an organization uses custom objects and applications to customize Salesforce CRM as per their business needs. At the end of the chapter, you will find key points to remember and a quiz for practice.
Chapter 5, Getting More Value from Sales Cloud, describes the Sales Cloud core concepts in Salesforce, including product, price books, quote, and forecasting management. At the end of the chapter, you will find key points to remember and a quiz for practice.
Chapter 6, Increasing Service Agent Productivity by Using Service Cloud, describes the Service Cloud core concepts in Salesforce, including case management, entitlement management, and knowledge management.At the end of the chapter, you will find key points to remember and a quiz for practice.
Chapter 7, Optimizing Business Processes with Visual Workflow and Approval Processes, gives a basic knowledge of the Salesforce Visual Workflow and approval process. We will pick up a few business examples and see how to use a flow instead of Apex code to solve it, and we will also discuss the benefits of using Salesforce Visual Workflow. We will also have an overview of the Flow canvas and its elements. At the end of the chapter, you will find key points to remember.
Chapter 8, Automating Complex Business Processes, enables you to gain a complete understanding of the Process Builder designer and all available actions inside it.At the end of the chapter, you will find key points to remember.
Chapter 9, Analyzing Productivity with Reports and Dashboards, describes the concepts of report and dashboard in Salesforce. Salesforce reports and dashboards help analyze the information captured in CRM, so it can help in making informed business decisions.At the end of the chapter, you will find key points to remember and a quiz for practice.
Chapter 10, E-mail and Mobile Administration, helps you understand how you can enable Salesforce1 for limited users, access SalesforceA, and use Chatter action.At the end of the chapter, you will find key points to remember.
Chapter 11, Different Ways of Deploying an Application between Environments, gives you a brief knowledge of the various ways of deploying metadata components in between environments. At the end of the chapter, you will find key points to remember.
Chapter 12, Basics of Apex and Visualforce Page, gives you a basic knowledge of Apex and Visualforce page architecture, including MVC pattern and Apex Data types, and so on. At the end of the chapter, you will find key points to remember.
