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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

Change management overview

As outlined in the section on installing apps from AppExchange Marketplace, you should properly evaluate the functionality and results of deploying an app within your Salesforce CRM organization. This concept is part of a wider concern, which addresses the way changes are applied to the Salesforce CRM application.

With the use of Salesforce sandboxes, you can properly evaluate and perform due diligence for new Salesforce functionality before deciding to roll it out to your users in the production system. In the case of an AppExchange app, if the app proves to be unsuccessful, then it need not be uninstalled.

Salesforce sandboxes

Sandboxes are separate Salesforce CRM environments that are isolated from your Salesforce production organization, so actions that you carry out in your sandboxes do not affect your Salesforce production environment, and vice versa.

To view and manage your existing sandboxes or create new ones in Salesforce CRM, navigate to Setup | Sandboxes...

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