Preface

Salesforce's industry-leading Customer Relationship Management (CRM) application is designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform.

The book begins by guiding you through setting up users and the security settings and then moves on to configuration, data management, and data analytics. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. You'll also be taken through the techniques to further enhance your system and improve your return on investment. Salesforce mobile apps and mobile administration is covered, along with Salesforce Adoption Manager. You'll be taken through Lightning Experience, Salesforce's new app, along with how the two versions compare and the facilities that 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 the various organization-wide user interface features in Salesforce CRM.