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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

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Product type Paperback
Published in Apr 2019
Publisher Packt
ISBN-13 9781789619782
Length 782 pages
Edition 5th Edition
Languages
Concepts
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Authors (2):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
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Toc

Table of Contents (19) Chapters Close

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

Summary

In this chapter, we have looked at ways that mobiles have become the new norm for staying connected in both our personal and professional lives.

We have described the features of SalesforceA, a mobile admin app that can help you manage users and monitor the status of Salesforce, while on the move.

We described the features and benefits of the Salesforce mobile apps that are available as downloadable apps and as browser apps. Here, we detailed the setting up and administration of the apps and some of the current capabilities of Salesforce in comparison to the full Salesforce site, at the time of writing.

Finally, we posed questions to help clarify some of the key features of the Salesforce mobile apps.

In the next chapter, we will look at Lightning Experience, which is Salesforce's new app that has been developed with a modern user interface and designed to replace...

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