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

Summary


In this, the final chapter of Salesforce CRM: The Definitive Admin Handbook, we have looked at the various resources that are available to study for the Salesforce Certified Administrator exam.

We have reviewed the Salesforce Certified Administrator Study Guide and discussed both, official Salesforce and other third-party resources that will help you understand the features and functionalities to be found in the exam.

We have also outlined the process of planning, booking, and sitting the exam and have offered some insight into the types of questions that may appear and offered some suggestions to deal with the questions during the exam.

Finally, we looked at what happens after the exam and the next steps that are available for a Salesforce Certified Administrator.