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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

What this book covers

Chapter 1, Organization Administration, shows you how to set up the organization-wide settings that affect the look and feel of the system and provide access to features for all users within the system.

Chapter 2, User Management in Salesforce CRM, describes how to manage and administer user records and password policies, and describes how profiles and permission sets affect the permissions of individual users.

Chapter 3, Configuration in Salesforce CRM, covers the various methods to configure and tailor the system to suit the way information is used within the organization through the use of objects and fields as well as providing a look at custom field governance.

Chapter 4, Data Management, looks in detail at the data access security models in Salesforce CRM and the mechanisms to control access, such as Organization-wide Sharing Defaults (OWD) and sharing mechanisms.

Chapter 5, Data Analytics with Reports and Dashboards, discusses and describes the analytics building blocks within Salesforce CRM.

Chapter 6, Implementing Business Processes in Salesforce CRM, discusses the various methods to automate business activities and approval mechanisms in order to align them with business processes.

Chapter 7, Salesforce CRM Functions, looks at the core functional areas within Salesforce CRM, such as Marketing Administration, Salesforce Automation, Customer Service, and Salesforce Chatter, and describes how you can administer and measure the process from campaign to customer and beyond.

Chapter 8, Extending Salesforce CRM, explains how Visualforce coding can be used to extend the standard page functionality in Salesforce CRM and provides an example walk-through of setting up an enterprise mash-up between a web utility and a Salesforce CRM Visualforce page.

Chapter 9, Best Practices for Enhancing Productivity, looks at methods to improve the experience of users in Salesforce CRM and the ways to measure user adoption. AppExchange Marketplace is covered along with best practices for app selection and a walk-through of the process of installing an app from AppExchange.

Chapter 10, Mobile Administration, describes how mobile devices have become commonplace in both the personal and professional lives of users, and covers the administration features of the mobile business solutions provided by Salesforce.

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