Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Save more on your purchases! discount-offer-chevron-icon
Savings automatically calculated. No voucher code required.
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Newsletter Hub
Free Learning
Arrow right icon
timer SALE ENDS IN
0 Days
:
00 Hours
:
00 Minutes
:
00 Seconds
Salesforce CRM - The Definitive Admin Handbook
Salesforce CRM - The Definitive Admin Handbook

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

eBook
R$49.99 R$280.99
Paperback
R$350.99
Subscription
Free Trial
Renews at R$50p/m

What do you get with Print?

Product feature icon Instant access to your digital eBook copy whilst your Print order is Shipped
Product feature icon Paperback book shipped to your preferred address
Product feature icon Download this book in EPUB and PDF formats
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want
Product feature icon AI Assistant (beta) to help accelerate your learning
OR
Modal Close icon
Payment Processing...
tick Completed

Shipping Address

Billing Address

Shipping Methods
Table of content icon View table of contents Preview book icon Preview Book

Salesforce CRM - The Definitive Admin Handbook

Setting Up Salesforce CRM and the Company Profile

Application security is always important, and even more so when the application is delivered across a public network, such as the internet. Salesforce has developed various mechanisms to secure the platform and reduce the chances of unauthorized people accessing your company data. This chapter describes the way login attempts to the system are controlled and the features available to help you manage your users' access to the Salesforce CRM (short for Customer Relationship Management) application.

In this chapter, we will also look at establishing your company profile within Salesforce and how core information, such as the details that are provided when your company first signs up with Salesforce, can be managed. You will also be shown how to find your way around the Salesforce setup menu and be introduced to the settings available...

The Salesforce setup menu

There are two alternative ways to access the Salesforce setup menu in Salesforce CRM, and these are controlled by the user interface settings for the organization.

One way to access the Salesforce setup menu is by directly clicking the Setup link in the top-right corner of the screen, as shown in the following screenshot:

The other way to access the Salesforce setup menu, if the Setup link is not present in the top-right corner of the screen, is by first clicking on your name and then clicking on the Setup option in the drop-down list, as shown in the following screenshot:

This setting is controlled by the Enable Improved Setup User Interface setting, which, when set, provides the direct Setup link at the top right of the screen. This and other setup options that control the user interface are covered later in this chapter.

As a system administrator...

Setting up the company profile

The company profile contains core information for your organization within Salesforce, some of which is captured during the initial system sign-up, and includes the following:

  • Company information and primary contact details
  • Default language, locale, and time zone
  • License information
  • Fiscal year settings
  • Currencies and exchange rates

We'll take a look at some of the information and explain them in the following sections.

Company information and primary contact details

When your organization is first set up by Salesforce, various information about your company or enterprise will already be displayed on the Company Information page. This page can be accessed by navigating to Setup | Company...

User login and authorization

Organizations have several methods of accessing the Salesforce CRM application. Access can be gained from either the UI (using a web browser), the API (for example, using an integrated client application or the Apex Data Loader), a desktop client (for example, Salesforce for Outlook), or from a mobile client application.

Whenever a login attempt is made to Salesforce using any of these methods, the user's login request is authorized by the system using the following sequence of checks:

  • Does the user's profile have any login restrictions?
  • Is the user's IP address present in the list of trusted IP addresses?
  • Has the user record previously been activated from this IP address?
  • Does the user's web browser have a valid browser cookie from Salesforce stored?

The user is denied access to Salesforce CRM if their login attempt is not from...

The UI and supported browsers

At the time of writing, there are three user interface themes. There are two classic themes, namely Classic 2005 and Classic 2010, and there is the new theme called Lightning Experience.

Browser support and functionality varies depending on which UI is being used. There are some limitations and considerations for both Salesforce Classic and Lightning Experience, and these are described in more detail later in this section.

The UI

All screenshot captures and setups in this book show the Classic 2010 user interface theme.
The difference in the classic themes can be seen in the following screenshot, which appears when you attempt to change from Classic 2005 to Classic 2010:

Not only does the new...

Data protection and privacy

With the onset of various data protection and privacy laws around the world, Salesforce has taken the initiative in providing features to help manage data privacy preferences within the Salesforce CRM system.

Data privacy laws dictate that organizations are responsible for honoring their customers' and users' wishes regarding what information can be stored about them. These data privacy laws include the Gramm-Leach-Bliley Act (GLB Act or GLBA) for the United States, the General Data Protection Regulation (GDPR) for the European Union, and Canada's Anti-Spam Legislation (CASL) for Canada.

Even if you are not required to be compliant with these data protection and privacy regulations, Salesforce provides the mechanisms for managing data privacy records that help you record and track your customers' and users' data privacy consent...

Questions to test your knowledge

You will now be presented with questions about the key features of Salesforce CRM administration in the areas of organization setup and the global UI that have been covered in this chapter. The answers can be found at the end of the chapter.

Questions

We present six questions to verify your understanding of the user login and authentication mechanism, the company profile, fiscal years, and the UI.

Question 1 – User login and authentication

A new field-based salesperson has joined WidgetsXYZ and started using Salesforce for the first...

Summary

This chapter looked at the mechanisms in place to help manage login access to the Salesforce CRM application and how organization-wide settings can be set to determine your company-specific information within Salesforce.

We also looked at the options to set up and configure the look and feel of the application, along with the details of the methods for searching for information in Salesforce.

Notes and tips gained from the experience of Salesforce CRM system administration were outlined to help guide and improve the implementation and understanding of these features.

Finally, we posed some questions to help clarify some of the key features of Salesforce CRM administration in the areas of user login and authentication, organization setup, and the global UI.

Having looked at these core customization feature sets, in the next chapter, we will now look at how profiles and...

Left arrow icon Right arrow icon

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
Estimated delivery fee Deliver to Brazil

Standard delivery 10 - 13 business days

R$63.95

Premium delivery 3 - 6 business days

R$203.95
(Includes tracking information)

Product Details

Country selected
Publication date, Length, Edition, Language, ISBN-13
Publication date : Apr 27, 2019
Length: 782 pages
Edition : 5th
Language : English
ISBN-13 : 9781789619782
Vendor :
Salesforce
Category :
Languages :
Concepts :
Tools :

What do you get with Print?

Product feature icon Instant access to your digital eBook copy whilst your Print order is Shipped
Product feature icon Paperback book shipped to your preferred address
Product feature icon Download this book in EPUB and PDF formats
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want
Product feature icon AI Assistant (beta) to help accelerate your learning
OR
Modal Close icon
Payment Processing...
tick Completed

Shipping Address

Billing Address

Shipping Methods
Estimated delivery fee Deliver to Brazil

Standard delivery 10 - 13 business days

R$63.95

Premium delivery 3 - 6 business days

R$203.95
(Includes tracking information)

Product Details

Publication date : Apr 27, 2019
Length: 782 pages
Edition : 5th
Language : English
ISBN-13 : 9781789619782
Vendor :
Salesforce
Category :
Languages :
Concepts :
Tools :

Packt Subscriptions

See our plans and pricing
Modal Close icon
R$50 billed monthly
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Simple pricing, no contract
R$500 billed annually
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just R$25 each
Feature tick icon Exclusive print discounts
R$800 billed in 18 months
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just R$25 each
Feature tick icon Exclusive print discounts

Frequently bought together


Stars icon
Total R$ 842.97
Salesforce Platform Developer I Certification Guide
R$245.99
Salesforce Advanced Administrator Certification Guide
R$245.99
Salesforce CRM - The Definitive Admin Handbook
R$350.99
Total R$ 842.97 Stars icon
Banner background image

Table of Contents

18 Chapters
Section 1: Getting Started with Salesforce CRM Chevron down icon Chevron up icon
Setting Up Salesforce CRM and the Company Profile Chevron down icon Chevron up icon
Managing Users and Controlling System Access Chevron down icon Chevron up icon
Configuring Objects and Apps Chevron down icon Chevron up icon
Section 2: Managing Data in Salesforce Chevron down icon Chevron up icon
Securing Access to Data and Data Validation Chevron down icon Chevron up icon
Managing Data in Salesforce CRM Chevron down icon Chevron up icon
Generating Data Analytics with Reports and Dashboards Chevron down icon Chevron up icon
Section 3: Business Processes, Cloud Development, and Lightning Experience Chevron down icon Chevron up icon
Implementing Business Processes in Salesforce CRM Chevron down icon Chevron up icon
Core Business Functionality in Salesforce CRM Chevron down icon Chevron up icon
Extending and Enhancing Salesforce CRM Chevron down icon Chevron up icon
Administrating the Mobile Features of Salesforce CRM Chevron down icon Chevron up icon
Lightning Experience Chevron down icon Chevron up icon
Einstein Analytics Chevron down icon Chevron up icon
Section 4: Salesforce CRM Certification Chevron down icon Chevron up icon
Studying for the Certified Administrator Exam Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

Top Reviews
Rating distribution
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.6
(9 Ratings)
5 star 33.3%
4 star 11.1%
3 star 33.3%
2 star 22.2%
1 star 0%
Filter icon Filter
Top Reviews

Filter reviews by




Ivan D Jun 28, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Book is very informative and thoroughly written, someone in the reviews mention not being able to see the screenshots on the kindle version .... there are settings to enlarge the screenshots so your able to see what is actually on it. The kindle version is great, I haven't had an issue with it.( I stand corrected the screenshots are not readable even if you enlarge them... would need to update to correct this error in the kindle version.)
Amazon Verified review Amazon
Tony Watson Nov 30, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is a very helpful tool to have by your side. It is there to help with any issues you may be having along your way in Salesforce. Excellent Purchase
Amazon Verified review Amazon
Dora E. H. Crow Jan 19, 2020
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I have found this to be a very well organized, extensive, and helpful guide for preparing for the Salesforce Administrator Certification exam.Lightning is referenced in several areas of the book; in addition, there is a complete chapter on Lightning Experience which covers differences between Classic and Lightning, benefits of migrating to Lightning, transitioning to Lightning, and more.Be sure to utilize Amazon's "Look Inside!" feature on this page and view the complete table of contents.
Amazon Verified review Amazon
My family Jul 29, 2023
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
Seems when I want to look something up .... it's not in the book. It did serve as a good introduction. Wrote it off as a business expense.
Amazon Verified review Amazon
Darren Feb 12, 2022
Full star icon Full star icon Full star icon Empty star icon Empty star icon 3
This is a thick book. I was surprised. There is a ton of information in it, however, it's mostly outdated since it is written for Salesforce Classic. With that said, there is good information on how the Salesforce system works and that's one reason I think it's "okay" to have on the shelf. Hopefully, it will be updated to conform to Lightning Experience.
Amazon Verified review Amazon
Get free access to Packt library with over 7500+ books and video courses for 7 days!
Start Free Trial

FAQs

What is the delivery time and cost of print book? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela
What is custom duty/charge? Chevron down icon Chevron up icon

Customs duty are charges levied on goods when they cross international borders. It is a tax that is imposed on imported goods. These duties are charged by special authorities and bodies created by local governments and are meant to protect local industries, economies, and businesses.

Do I have to pay customs charges for the print book order? Chevron down icon Chevron up icon

The orders shipped to the countries that are listed under EU27 will not bear custom charges. They are paid by Packt as part of the order.

List of EU27 countries: www.gov.uk/eu-eea:

A custom duty or localized taxes may be applicable on the shipment and would be charged by the recipient country outside of the EU27 which should be paid by the customer and these duties are not included in the shipping charges been charged on the order.

How do I know my custom duty charges? Chevron down icon Chevron up icon

The amount of duty payable varies greatly depending on the imported goods, the country of origin and several other factors like the total invoice amount or dimensions like weight, and other such criteria applicable in your country.

For example:

  • If you live in Mexico, and the declared value of your ordered items is over $ 50, for you to receive a package, you will have to pay additional import tax of 19% which will be $ 9.50 to the courier service.
  • Whereas if you live in Turkey, and the declared value of your ordered items is over € 22, for you to receive a package, you will have to pay additional import tax of 18% which will be € 3.96 to the courier service.
How can I cancel my order? Chevron down icon Chevron up icon

Cancellation Policy for Published Printed Books:

You can cancel any order within 1 hour of placing the order. Simply contact customercare@packt.com with your order details or payment transaction id. If your order has already started the shipment process, we will do our best to stop it. However, if it is already on the way to you then when you receive it, you can contact us at customercare@packt.com using the returns and refund process.

Please understand that Packt Publishing cannot provide refunds or cancel any order except for the cases described in our Return Policy (i.e. Packt Publishing agrees to replace your printed book because it arrives damaged or material defect in book), Packt Publishing will not accept returns.

What is your returns and refunds policy? Chevron down icon Chevron up icon

Return Policy:

We want you to be happy with your purchase from Packtpub.com. We will not hassle you with returning print books to us. If the print book you receive from us is incorrect, damaged, doesn't work or is unacceptably late, please contact Customer Relations Team on customercare@packt.com with the order number and issue details as explained below:

  1. If you ordered (eBook, Video or Print Book) incorrectly or accidentally, please contact Customer Relations Team on customercare@packt.com within one hour of placing the order and we will replace/refund you the item cost.
  2. Sadly, if your eBook or Video file is faulty or a fault occurs during the eBook or Video being made available to you, i.e. during download then you should contact Customer Relations Team within 14 days of purchase on customercare@packt.com who will be able to resolve this issue for you.
  3. You will have a choice of replacement or refund of the problem items.(damaged, defective or incorrect)
  4. Once Customer Care Team confirms that you will be refunded, you should receive the refund within 10 to 12 working days.
  5. If you are only requesting a refund of one book from a multiple order, then we will refund you the appropriate single item.
  6. Where the items were shipped under a free shipping offer, there will be no shipping costs to refund.

On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on customercare@packt.com within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

What tax is charged? Chevron down icon Chevron up icon

Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

What payment methods can I use? Chevron down icon Chevron up icon

You can pay with the following card types:

  1. Visa Debit
  2. Visa Credit
  3. MasterCard
  4. PayPal
What is the delivery time and cost of print books? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela