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Home > Programming > CRM > Salesforce CRM - The Definitive Admin Handbook
Salesforce CRM - The Definitive Admin Handbook
Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM - The Definitive Admin Handbook: Build, configure, and customize Salesforce CRM and mobile solutions , Fifth Edition

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€25.99 €37.99
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.6 (9 Ratings)
eBook Apr 2019 782 pages 5th Edition
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Profile Icon Goodey Profile Icon Paul Goodey GP
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€25.99 €37.99
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.6 (9 Ratings)
eBook Apr 2019 782 pages 5th Edition
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Salesforce CRM - The Definitive Admin Handbook

Section 1: Getting Started with Salesforce CRM

In this section, we will look at the options for establishing a profile for your company and a user and the organization-wide UI settings within Salesforce CRM. We will describe the settings within the setup menu, and we will outline the mechanisms available for searching records, record sharing, and storage.

This section contains the following chapters:

  • Chapter 1, Setting Up Salesforce CRM and the Company Profile
  • Chapter 2, Managing Users and Controlling System Access
  • Chapter 3, Configuring Objects and Apps
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Page 1 of 1

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Key benefits

  • Understand critical design considerations for setting up Salesforce CRM
  • Facilitate and manage the transition from Salesforce Classic to Lightning Experience
  • Learn key functions of application security to manage user profiles and data

Description

Salesforce’s winter ’19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform. This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You’ll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it’ll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you’ll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You’ll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM.

Who is this book for?

This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new or experienced professional, this book will enhance your knowledge and understanding of Salesforce CRM features.

What you will learn

  • Configure a variety of user interface features in Salesforce CRM
  • Understand the capabilities of the Salesforce CRM sharing model
  • Explore Einstein Analytics - Salesforce s new wave of advanced reporting
  • Get to grips with the Lightning Process Builder workflow
  • Set up user profiles, security, and login access mechanisms
  • Find out how Apex and Visualforce coding can be used in Salesforce CRM
  • Manage the transition from Salesforce Classic to Lightning Experience
  • Implement data manipulation features to apply best practices in data management

Product Details

Country selected
Publication date, Length, Edition, Language, ISBN-13
Publication date : Apr 27, 2019
Length: 782 pages
Edition : 5th
Language : English
ISBN-13 : 9781789619720
Vendor :
Salesforce
Category :
Programming
Concepts :
CRM
Tools :
Salesforce CRM

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Product Details

Publication date : Apr 27, 2019
Length: 782 pages
Edition : 5th
Language : English
ISBN-13 : 9781789619720
Vendor :
Salesforce
Category :
Programming
Concepts :
CRM
Tools :
Salesforce CRM

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Table of Contents

18 Chapters
Section 1: Getting Started with Salesforce CRM Chevron down icon Chevron up icon
Section 1: Getting Started with Salesforce CRM
Setting Up Salesforce CRM and the Company Profile Chevron down icon Chevron up icon
Setting Up Salesforce CRM and the Company Profile
The Salesforce setup menu
Setting up the company profile
User login and authorization
The UI and supported browsers
Data protection and privacy
Questions to test your knowledge
Summary
Managing Users and Controlling System Access Chevron down icon Chevron up icon
Managing Users and Controlling System Access
Introducing record ownership, profiles, and sharing
Profile and permission sets summary
Managing users in Salesforce CRM
Viewing and editing user information
Freezing user accounts
Managing passwords
Controlling system access
Session management
Session timeout
Extended use of IE11 with Lightning Experience
Caching
Verifying identity
Cross-Site Request Forgery protection
Content Security Policy protection
Cross-Site Scripting protection
Content sniffing protection
Referrer URL protection
HSTS for sites and communities
Redirections
Session security levels
Logout page settings
New User Email
Logging in as another user
Creating a guide to help users grant login access to you
Creating custom user fields
Salesforce health check
Questions to test your knowledge
Summary
Configuring Objects and Apps Chevron down icon Chevron up icon
Configuring Objects and Apps
The relationship between a profile and the features that it controls
Objects
Fields
Object relationships
Apps
Tabs
Renaming labels for standard tabs, standard objects, and standard fields
Creating custom objects
Object Limits
Creating custom object relationships
Creating custom fields
Dependent picklists
Building relationship fields
Lookup relationship options
Master-detail relationship options
Lookup filters
Custom labels
Custom settings
Custom metadata types
Building formulas
Basic formulas
Advanced formulas
Building formulas – best practices
Building formula text and compiled character-size limits
Custom field governance
Page layouts
Feed-based page layouts
Record types
Related lists
List views
Questions to test your knowledge
Summary
Section 2: Managing Data in Salesforce Chevron down icon Chevron up icon
Section 2: Managing Data in Salesforce
Securing Access to Data and Data Validation Chevron down icon Chevron up icon
Securing Access to Data and Data Validation
Levels of data access and security
The data access security model
Organization-Wide Defaults (OWD)
Role hierarchy
OWD and sharing rules
Manual sharing rules
Questions to test your knowledge
Summary
Managing Data in Salesforce CRM Chevron down icon Chevron up icon
Managing Data in Salesforce CRM
Data storage utilization
Data quality
Managing duplicate data
An overview of data import and export utilities
Data protection and privacy
Questions to test your knowledge
Summary
Generating Data Analytics with Reports and Dashboards Chevron down icon Chevron up icon
Generating Data Analytics with Reports and Dashboards
Reports
Custom summary formulas
Dashboards
Questions to test your knowledge
Summary
Section 3: Business Processes, Cloud Development, and Lightning Experience Chevron down icon Chevron up icon
Section 3: Business Processes, Cloud Development, and Lightning Experience
Implementing Business Processes in Salesforce CRM Chevron down icon Chevron up icon
Implementing Business Processes in Salesforce CRM
Workflow rules and approval processes
Configuring workflow rules
Approval processes
Configuring approval processes
Visual Workflow
Lightning Process Builder
Questions to test your knowledge
Summary
Core Business Functionality in Salesforce CRM Chevron down icon Chevron up icon
Core Business Functionality in Salesforce CRM
Functional overview of Salesforce CRM
Marketing automation
Salesforce automation
Service Cloud
Business collaboration
Questions to test your knowledge
Summary
Extending and Enhancing Salesforce CRM Chevron down icon Chevron up icon
Extending and Enhancing Salesforce CRM
Salesforce AppExchange marketplace
Enterprise mashups in web applications
Mashups in Salesforce CRM
Introducing Visualforce
Change management overview
User adoption
Questions to test your knowledge
Summary
Administrating the Mobile Features of Salesforce CRM Chevron down icon Chevron up icon
Administrating the Mobile Features of Salesforce CRM
Accessing Salesforce mobile solutions
SalesforceA
The mobile Salesforce app
Salesforce mobile app versus the full Salesforce site
Salesforce mobile wizard
Testing Salesforce mobile using a desktop browser
Questions to test your knowledge
Summary
Lightning Experience Chevron down icon Chevron up icon
Lightning Experience
Introduction to Lightning Experience
Differences between Lightning Experience and Salesforce Classic
Benefits of migrating to Lightning Experience
Assessing the impact of the transition to Lightning Experience
Planning the transition to Lightning Experience
Implementing the transition to Lightning Experience
Questions to test your knowledge
Summary
Einstein Analytics Chevron down icon Chevron up icon
Einstein Analytics
Introduction to Einstein Analytics
Comparing Einstein Analytics and classic Salesforce reports and dashboards
How to gain developer access to Einstein Analytics
Options for accessing Einstein Analytics
Menu options and features in Analytics Studio
Questions to test your knowledge
Summary
Section 4: Salesforce CRM Certification Chevron down icon Chevron up icon
Section 4: Salesforce CRM Certification
Studying for the Certified Administrator Exam Chevron down icon Chevron up icon
Studying for the Certified Administrator Exam
Overview of the Salesforce Certified Administrator exam
Questions
Answers to the questions
Registering for the Salesforce Certified Administrator exam
Summary
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Pretty much all the paths and screenshots are based on Salesforce Classic. Sometimes you'll have a hard time figuring out where the things are now in the Lightning Experience. I wish some topics where explored more in depth while other unnecessary obvious information skipped. However the info and tips are useful. To be used in parallel with the Trailhead trainings.
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Profile icon Goodey
Goodey
Paul Goodey is the author of the book entitled Salesforce CRM Admin Cookbook, by Packt Publishing. He has over 25 years' experience developing web technology solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2006. He has enjoyed a variety of roles while working with Salesforce CRM, having worked as a developer, business analyst, solutions architect, and system administrator to provide solutions for both in-house and consultancy-based end users. Based in the UK, near London, his professional qualifications include Salesforce Certified Administrator (ADM-201), and he is a keen and active member of Salesforce's administrator and developer online communities.
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Profile icon Paul Goodey GP
Paul Goodey GP
Paul Goodey is the author of the book entitled Salesforce CRM Admin Cookbook, by Packt Publishing. He has over 25 years' experience developing web technology solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2006. He has enjoyed a variety of roles while working with Salesforce CRM, having worked as a developer, business analyst, solutions architect, and system administrator to provide solutions for both in-house and consultancy-based end users. Based in the UK, near London, his professional qualifications include Salesforce Certified Administrator (ADM-201), and he is a keen and active member of Salesforce's administrator and developer online communities.
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