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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

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 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

Summary


In this chapter, we looked at data analytics, where it was shown how data can be reported and presented within Salesforce CRM. We looked at setting up reports and dashboards, and how to use the report builder.

We covered the use of the building reports from standard and custom report types and looked at the mechanisms for sharing, hiding, and mass deleting reports.

Finally, we posed some questions to help clarify some of the key features of Salesforce reports and dashboards.

In the coming chapter, we will look at the methods for automating business tasks and activities to align them with business rules. The mechanisms that are available to help manage business processes will also be covered in detail, where we will look at the way approvals can be configured.

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