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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

Change management overview

As outlined in the section on installing apps from AppExchange Marketplace, you should properly evaluate the functionality and results of deploying an app within your Salesforce CRM organization. This concept is part of a wider concern, which addresses the way changes are applied to the Salesforce CRM application.

With the use of Salesforce sandboxes, you can properly evaluate and perform due diligence for new Salesforce functionality, before deciding to roll it out to your users in the production system. In the case of an AppExchange app, if the app proves to be unsuccessful, then it need not be uninstalled.

Salesforce sandboxes

Sandboxes are separate Salesforce CRM environments that are isolated from your Salesforce production organization, so actions that you carry out in your sandboxes do not affect your Salesforce production environment and vice versa.

To view and manage your existing sandboxes or create new ones in Salesforce CRM, navigate to Setup | Data Management...

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