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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

Summary

In this chapter we have looked at ways that mobiles have become the new norm for staying connected in both our personal and professional lives.

Salesforce has recognized that individuals are spending more of their time connected to the cloud and using cloud-based business applications and that these business apps are increasingly being used in a mobile context rather than being used at a desk in an office.

To try and help their customers become successful businesses of this mobile-first world, Salesforce have produced various mobile solutions that can help users get things done, regardless of where they are and what they are doing.

In this chapter we have described the features of SalesforceA, a mobile admin app that can help you manage users and monitor the status of Salesforce whilst on the move.

We described the features and benefits of Salesforce1 which is available as a downloadable app and a browser app. Here we detailed the setting up and administration of the solution, and the...

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