0

Explore Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Free Learning

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

Leave a review - let other readers know what you think

Questions to test your knowledge

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

Questions

We will present six questions to verify your understanding of data validation, dependent picklists, data importing and exporting facilities, and Recycle Bin storage.

Question 1 – data validation rules

A validation rule has been created to ensure that users do not set the Close Date of an opportunity to...

The rest of the chapter is locked

Register for a free Packt account to unlock a world of extra content!

A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.

Unlock this book and the full library FREE for 7 days

Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of

Start free trial

Renews at €18.99/month. Cancel anytime

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

Other recommended products

Related to this chapter

Salesforce Lightning Cookbook

Salesforce Lightning Cookbook

Built on the Salesforce App Cloud, the new Lightning Experience combines three major components— Lightning Design System, Lightning App Builder, and Lightning Components—to enable anyone to quickly and easily create beautiful, modern enterprise apps. This practical, recipe-based book will help you meet the challenges that Lightning throws at you head-on, and make the best use of the Lightning platform.

Aug 2018 4h 36m

Salesforce Lightning Cookbook

Salesforce Lightning Cookbook

Built on the Salesforce App Cloud, the new Lightning Experience combines three major components— Lightning Design System, Lightning App Builder, and Lightning Components—to enable anyone to quickly and easily create beautiful, modern enterprise apps. This practical, recipe-based book will help you meet the challenges that Lightning throws at you head-on, and make the best use of the Lightning platform.

Aug 2018 4h 36m

Salesforce Lightning Cookbook

Salesforce Lightning Cookbook

Built on the Salesforce App Cloud, the new Lightning Experience combines three major components— Lightning Design System, Lightning App Builder, and Lightning Components—to enable anyone to quickly and easily create beautiful, modern enterprise apps. This practical, recipe-based book will help you meet the challenges that Lightning throws at you head-on, and make the best use of the Lightning platform.

Aug 2018 4h 36m

Salesforce CRM Admin Cookbook

Salesforce CRM Admin Cookbook

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book that focuses on the administrative aspects of Salesforce CRM.

Dec 2017 11h 56m

Salesforce CRM Admin Cookbook

Salesforce CRM Admin Cookbook

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book that focuses on the administrative aspects of Salesforce CRM.

Dec 2017 11h 56m

Salesforce CRM Admin Cookbook

Salesforce CRM Admin Cookbook

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book that focuses on the administrative aspects of Salesforce CRM.

Dec 2017 11h 56m

Salesforce CRM Admin Cookbook

Salesforce CRM Admin Cookbook

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book that focuses on the administrative aspects of Salesforce CRM.

Dec 2017 11h 56m

Salesforce CRM Admin Cookbook

Salesforce CRM Admin Cookbook

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book that focuses on the administrative aspects of Salesforce CRM.

Dec 2017 11h 56m

Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

The Salesforce Platform App Builder Certification Guide covers the essential topics and fundamental concepts that you need to master in order to design and build applications that support business processes within the Lightning Platform.

Nov 2020 13h 44m

Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

The Salesforce Platform App Builder Certification Guide covers the essential topics and fundamental concepts that you need to master in order to design and build applications that support business processes within the Lightning Platform.

Nov 2020 13h 44m

Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

The Salesforce Platform App Builder Certification Guide covers the essential topics and fundamental concepts that you need to master in order to design and build applications that support business processes within the Lightning Platform.

Nov 2020 13h 44m

Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

The Salesforce Platform App Builder Certification Guide covers the essential topics and fundamental concepts that you need to master in order to design and build applications that support business processes within the Lightning Platform.

Nov 2020 13h 44m

Personalised recommendations for you

Based on your interests and search pattern

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Mastering Python Design Patterns

Mastering Python Design Patterns

Unlock the power of design patterns to build maintainable and scalable software and applications using Python. Authored by Python veterans, this book is your guide to mastering design patterns in Python.

May 2024 9h 52m

System Programming Essentials with Go

System Programming Essentials with Go

From file operations to process management and network programming, this hands-on guide equips software engineers with the skills to build efficient, reliable applications and optimize their performance.

Jun 2024 13h 36m

Modern Python Cookbook

Modern Python Cookbook

The new edition of Modern Python Cookbook provides over 130 recipes for solving real-world problems with Python. Updated for Python 3.12 with new recipes and chapters. This practical guide will enhance your skills and teach you advanced techniques.

Jul 2024 27h 16m

The Ultimate Zoom Cookbook

The Ultimate Zoom Cookbook

This cookbook is an in-depth guide to using Zoom effectively. You'll be able to follow each recipe easily to harness the power of the communication and collaboration tools in Zoom.

May 2024 11h 20m

Enterprise Architecture with .NET

Enterprise Architecture with .NET

This book will help you create applications that integrate correctly into complex and ever-changing information systems. You'll execute this by using industry standards that reduce the app's technical debt and elevate software development practices.

May 2024 25h 44m

Salesforce B2C Solution Architect's Handbook

Salesforce B2C Solution Architect's Handbook

Discover how Salesforce Customer 360 unifies Marketing Cloud, B2C Commerce, Data Cloud, and Service Cloud into one solution, and learn the capabilities, integration options, limitations, and workflows to create value for your organization.

May 2024 15h 28m

Systems Programming with C# and .NET

Systems Programming with C# and .NET

Unlock the full potential of C# and .NET Core in systems programming to secure, deploy, and maintain robust applications. With this book, you'll focus on low-level APIs, memory management, and performance optimization.

Jul 2024 15h 48m

Technical Program Manager's Handbook

Technical Program Manager's Handbook

Unlock the full potential of your career as a TPM with this comprehensive guide, featuring new chapters on AI and more. Learn advanced techniques and gain insights from industry leaders. Elevate your skills and thrive in the Big Five tech companies.

Sep 2024 12h 16m

Microsoft Power Pages in Action

Microsoft Power Pages in Action

Packed with real-world examples, low-code coding techniques, and insights into crafting responsive pages, automating apps, and enhancing virtual agents, Microsoft Power Pages in Action is a valuable resource for building feature-rich web apps.

Jun 2024 11h 40m