Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

Questions to test your knowledge


The following section is question and answer for related to the topics covered in this chapter.

Questions

We present two questions to verify your understanding of the Salesforce1 app solution.

Question 1 - Salesforce1 App access.

What are the various apps in which Salesforce1 can be accessed? (Select all that apply).

a) Using a mobile browser app

b) Using a desktop browser application

c) Using a downloadable app

d) Using a Salesforce CRM app

Question 2 - Salesforce1 Downloadable Apps.

The Salesforce1 downloadable apps are set up in Salesforce as Connected Apps. When could the Connected Apps be created or amended for the Salesforce1 downloadable apps? (Select all that apply).

a) When a user uninstalls a Salesforce1 downloadable app on their mobile device.

b) When a user installs a Salesforce1 downloadable app on their mobile device and logs in via the mobile app to the Salesforce organization.

c) When an administrator manually installs the Salesforce1 connected...