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Salesforce CRM - The Definitive Admin Handbook

You're reading from Salesforce CRM - The Definitive Admin Handbook Build, configure, and customize Salesforce CRM and mobile solutions

Product type Paperback

Published in Apr 2019

Publisher Packt

ISBN-13 9781789619782

Length 782 pages

Edition 5th Edition

Languages

Apex

Tools

Salesforce

Concepts

CRM

Authors (2):

Paul Goodey

Paul Goodey GP

View More author details

Table of Contents (19) Chapters

Preface

1. Section 1: Getting Started with Salesforce CRM FREE CHAPTER

2. Setting Up Salesforce CRM and the Company Profile

3. Managing Users and Controlling System Access

4. Configuring Objects and Apps

5. Section 2: Managing Data in Salesforce

6. Securing Access to Data and Data Validation

7. Managing Data in Salesforce CRM

8. Generating Data Analytics with Reports and Dashboards

9. Section 3: Business Processes, Cloud Development, and Lightning Experience

10. Implementing Business Processes in Salesforce CRM

11. Core Business Functionality in Salesforce CRM

12. Extending and Enhancing Salesforce CRM

13. Administrating the Mobile Features of Salesforce CRM

14. Lightning Experience

15. Einstein Analytics

16. Section 4: Salesforce CRM Certification

17. Studying for the Certified Administrator Exam

18. Other Books You May Enjoy

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Dashboards

Dashboards are visual information snapshots that are generated from the data in associated reports and are presented as graphical elements. These graphical elements are known as dashboard components, and have five different types.

Chart

Chart component types can be used to show data graphically, displaying the data as horizontal and vertical bar graphs, and line, pie, donut, funnel, and scatter charts.

Gauge

Gauge component types can be used to show a single value that is to be shown as part of a range of custom set values. Here, the ranges that can be set can...

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Authors (2)

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.

See other products by Goodey

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.

See other products by Paul Goodey GP

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