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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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Profile Icon Paul Goodey GP Profile Icon Paul Goodey
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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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Arrow left icon
Profile Icon Paul Goodey GP Profile Icon Paul Goodey
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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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€25.99 €37.99
Paperback
€47.99
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Salesforce CRM - The Definitive Admin Handbook

Setting Up Salesforce CRM and the Company Profile

Application security is always important, and even more so when the application is delivered across a public network, such as the internet. Salesforce has developed various mechanisms to secure the platform and reduce the chances of unauthorized people accessing your company data. This chapter describes the way login attempts to the system are controlled and the features available to help you manage your users' access to the Salesforce CRM (short for Customer Relationship Management) application.

In this chapter, we will also look at establishing your company profile within Salesforce and how core information, such as the details that are provided when your company first signs up with Salesforce, can be managed. You will also be shown how to find your way around the Salesforce setup menu and be introduced to the settings available...

The Salesforce setup menu

There are two alternative ways to access the Salesforce setup menu in Salesforce CRM, and these are controlled by the user interface settings for the organization.

One way to access the Salesforce setup menu is by directly clicking the Setup link in the top-right corner of the screen, as shown in the following screenshot:

The other way to access the Salesforce setup menu, if the Setup link is not present in the top-right corner of the screen, is by first clicking on your name and then clicking on the Setup option in the drop-down list, as shown in the following screenshot:

This setting is controlled by the Enable Improved Setup User Interface setting, which, when set, provides the direct Setup link at the top right of the screen. This and other setup options that control the user interface are covered later in this chapter.

As a system administrator...

Setting up the company profile

The company profile contains core information for your organization within Salesforce, some of which is captured during the initial system sign-up, and includes the following:

  • Company information and primary contact details
  • Default language, locale, and time zone
  • License information
  • Fiscal year settings
  • Currencies and exchange rates

We'll take a look at some of the information and explain them in the following sections.

Company information and primary contact details

When your organization is first set up by Salesforce, various information about your company or enterprise will already be displayed on the Company Information page. This page can be accessed by navigating to Setup | Company...

User login and authorization

Organizations have several methods of accessing the Salesforce CRM application. Access can be gained from either the UI (using a web browser), the API (for example, using an integrated client application or the Apex Data Loader), a desktop client (for example, Salesforce for Outlook), or from a mobile client application.

Whenever a login attempt is made to Salesforce using any of these methods, the user's login request is authorized by the system using the following sequence of checks:

  • Does the user's profile have any login restrictions?
  • Is the user's IP address present in the list of trusted IP addresses?
  • Has the user record previously been activated from this IP address?
  • Does the user's web browser have a valid browser cookie from Salesforce stored?

The user is denied access to Salesforce CRM if their login attempt is not from...

The UI and supported browsers

At the time of writing, there are three user interface themes. There are two classic themes, namely Classic 2005 and Classic 2010, and there is the new theme called Lightning Experience.

Browser support and functionality varies depending on which UI is being used. There are some limitations and considerations for both Salesforce Classic and Lightning Experience, and these are described in more detail later in this section.

The UI

All screenshot captures and setups in this book show the Classic 2010 user interface theme.
The difference in the classic themes can be seen in the following screenshot, which appears when you attempt to change from Classic 2005 to Classic 2010:

Not only does the new...

Data protection and privacy

With the onset of various data protection and privacy laws around the world, Salesforce has taken the initiative in providing features to help manage data privacy preferences within the Salesforce CRM system.

Data privacy laws dictate that organizations are responsible for honoring their customers' and users' wishes regarding what information can be stored about them. These data privacy laws include the Gramm-Leach-Bliley Act (GLB Act or GLBA) for the United States, the General Data Protection Regulation (GDPR) for the European Union, and Canada's Anti-Spam Legislation (CASL) for Canada.

Even if you are not required to be compliant with these data protection and privacy regulations, Salesforce provides the mechanisms for managing data privacy records that help you record and track your customers' and users' data privacy consent...

Questions to test your knowledge

You will now be presented with questions about the key features of Salesforce CRM administration in the areas of organization setup and the global UI that have been covered in this chapter. The answers can be found at the end of the chapter.

Questions

We present six questions to verify your understanding of the user login and authentication mechanism, the company profile, fiscal years, and the UI.

Question 1 – User login and authentication

A new field-based salesperson has joined WidgetsXYZ and started using Salesforce for the first...

Summary

This chapter looked at the mechanisms in place to help manage login access to the Salesforce CRM application and how organization-wide settings can be set to determine your company-specific information within Salesforce.

We also looked at the options to set up and configure the look and feel of the application, along with the details of the methods for searching for information in Salesforce.

Notes and tips gained from the experience of Salesforce CRM system administration were outlined to help guide and improve the implementation and understanding of these features.

Finally, we posed some questions to help clarify some of the key features of Salesforce CRM administration in the areas of user login and authentication, organization setup, and the global UI.

Having looked at these core customization feature sets, in the next chapter, we will now look at how profiles and...

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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

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Apr 27, 2019
Length: 782 pages
Edition : 5th
Language : English
ISBN-13 : 9781789619720
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Product Details

Publication date : Apr 27, 2019
Length: 782 pages
Edition : 5th
Language : English
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Table of Contents

18 Chapters
Section 1: Getting Started with Salesforce CRM Chevron down icon Chevron up icon
Setting Up Salesforce CRM and the Company Profile Chevron down icon Chevron up icon
Managing Users and Controlling System Access Chevron down icon Chevron up icon
Configuring Objects and Apps Chevron down icon Chevron up icon
Section 2: Managing Data in Salesforce Chevron down icon Chevron up icon
Securing Access to Data and Data Validation Chevron down icon Chevron up icon
Managing Data in Salesforce CRM Chevron down icon Chevron up icon
Generating Data Analytics with Reports and Dashboards Chevron down icon Chevron up icon
Section 3: Business Processes, Cloud Development, and Lightning Experience Chevron down icon Chevron up icon
Implementing Business Processes in Salesforce CRM Chevron down icon Chevron up icon
Core Business Functionality in Salesforce CRM Chevron down icon Chevron up icon
Extending and Enhancing Salesforce CRM Chevron down icon Chevron up icon
Administrating the Mobile Features of Salesforce CRM Chevron down icon Chevron up icon
Lightning Experience Chevron down icon Chevron up icon
Einstein Analytics Chevron down icon Chevron up icon
Section 4: Salesforce CRM Certification Chevron down icon Chevron up icon
Studying for the Certified Administrator Exam Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

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Full star icon Full star icon Full star icon Half star icon Empty star icon 3.6
(9 Ratings)
5 star 33.3%
4 star 11.1%
3 star 33.3%
2 star 22.2%
1 star 0%
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Ivan D Jun 28, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Book is very informative and thoroughly written, someone in the reviews mention not being able to see the screenshots on the kindle version .... there are settings to enlarge the screenshots so your able to see what is actually on it. The kindle version is great, I haven't had an issue with it.( I stand corrected the screenshots are not readable even if you enlarge them... would need to update to correct this error in the kindle version.)
Amazon Verified review Amazon
Tony Watson Nov 30, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is a very helpful tool to have by your side. It is there to help with any issues you may be having along your way in Salesforce. Excellent Purchase
Amazon Verified review Amazon
Dora E. H. Crow Jan 19, 2020
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I have found this to be a very well organized, extensive, and helpful guide for preparing for the Salesforce Administrator Certification exam.Lightning is referenced in several areas of the book; in addition, there is a complete chapter on Lightning Experience which covers differences between Classic and Lightning, benefits of migrating to Lightning, transitioning to Lightning, and more.Be sure to utilize Amazon's "Look Inside!" feature on this page and view the complete table of contents.
Amazon Verified review Amazon
My family Jul 29, 2023
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
Seems when I want to look something up .... it's not in the book. It did serve as a good introduction. Wrote it off as a business expense.
Amazon Verified review Amazon
Darren Feb 12, 2022
Full star icon Full star icon Full star icon Empty star icon Empty star icon 3
This is a thick book. I was surprised. There is a ton of information in it, however, it's mostly outdated since it is written for Salesforce Classic. With that said, there is good information on how the Salesforce system works and that's one reason I think it's "okay" to have on the shelf. Hopefully, it will be updated to conform to Lightning Experience.
Amazon Verified review Amazon
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