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Mastering Salesforce CRM Administration

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 FREE CHAPTER

2. Security Settings in Salesforce

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

Summary

In this chapter, first you learned about report types and how to create custom report types. Then, we moved ahead and discussed the different report formats available in Salesforce. We also spoke about building an exception report with cross filters and bucket fields, followed by dynamic dashboards and dashboard filters. At the end, we went through the concept of a reporting snapshot. In the next chapter, we will discuss various concepts related to mobile and e-mail administration in Salesforce.

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Authors (1)

Gupta

Gupta

Rakesh Gupta is best known as an automation champion in the Salesforce ecosystem. He has written over 150 articles on Visual Workflow and Process Builder to show how someone can use Visual Workflow and Process Builder to minimize code usage. He is one of the Visual Workflow and Process Builder experts in the industry. He has trained more than 700 individual professionals around the globe and conducted corporate training. Currently, Rakesh is working as a Salesforce solution architect consultant.

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