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You're reading from Salesforce CRM - The Definitive Admin Handbook Build, configure, and customize Salesforce CRM and mobile solutions

Product type Paperback

Published in Apr 2019

Publisher Packt

ISBN-13 9781789619782

Length 782 pages

Edition 5th Edition

Languages

Apex

Tools

Salesforce

Concepts

CRM

Authors (2):

Paul Goodey

Paul Goodey GP

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Table of Contents (19) Chapters

Preface

1. Section 1: Getting Started with Salesforce CRM FREE CHAPTER

2. Setting Up Salesforce CRM and the Company Profile

3. Managing Users and Controlling System Access

4. Configuring Objects and Apps

5. Section 2: Managing Data in Salesforce

6. Securing Access to Data and Data Validation

7. Managing Data in Salesforce CRM

8. Generating Data Analytics with Reports and Dashboards

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

10. Implementing Business Processes in Salesforce CRM

11. Core Business Functionality in Salesforce CRM

12. Extending and Enhancing Salesforce CRM

13. Administrating the Mobile Features of Salesforce CRM

14. Lightning Experience

15. Einstein Analytics

16. Section 4: Salesforce CRM Certification

17. Studying for the Certified Administrator Exam

18. Other Books You May Enjoy

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Questions to test your knowledge

You will now be presented with a number of questions about the key features of Einstein Analytics that have been covered in this chapter. The answers can be found at the end of this chapter.

Questions

In this section, I will present three questions to verify your understanding of the differences between Einstein Analytics and Salesforce reports and dashboards, using the Analytics tab in Salesforce CRM to access Einstein Analytics, and Analytics Studio features.

Question 1 – Differences between Einstein Analytics and Salesforce reports and dashboards

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Authors (2)

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.

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Paul Goodey GP

See other products by Paul Goodey GP