You're reading from Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

Product type Paperback

Published in Mar 2017

Publisher

ISBN-13 9781786463180

Length 412 pages

Edition 1st Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Rakesh Gupta

View More author details

Table of Contents (13) Chapters

Preface

1. A Deep Dive into the Salesforce Lightning Experience

2. Security Settings in Salesforce FREE CHAPTER

3. Territory Management

4. Extending Salesforce with Custom Objects and Applications

5. Getting More Value from Sales Cloud

6. Increasing Service Agent Productivity by Using Service Cloud

7. Optimizing Business Processes with Visual Workflow and Approval Processes

8. Automating Complex Business Processes

9. Analyzing Productivity with Reports and Dashboards

10. E-mail and Mobile Administration

11. Different Ways of Deploying an Application between Environments

12. Basics of Apex and Visualforce Page

Chapter 1. A Deep Dive into the Salesforce Lightning Experience

This chapter starts with an overview of the Salesforce Lightning Experience and its benefits, which takes the discussion forward to the various business use cases where it can boost the sales representatives' productivity. We will also discuss different Sales Cloud and Service Cloud editions offered by Salesforce. At the end of this chapter, you will learn the different types of objects and fields available in Salesforce.

In the next few chapters, you will be briefed about user and organization administration, territory management, and the key concepts of Sales Cloud and Service Cloud. We will also go through the various ways of streamlining the sales and service processes using Lightning Process Builder and Visual Workflow. In the last few chapters, we will go through data migration concepts, reports and dashboards in Salesforce, Chatter configuration, mobile administration, and various ways of deploying your metadata. The following topics will be covered in this chapter: