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 chapter, we described the features for managing users within Salesforce CRM.

We were introduced to the concepts of record ownership, profiles, and sharing, and discussed how these concepts are used to control the application and record permissions for users in depth.

We looked at how user information can be accessed and the mechanisms for managing user's passwords and the options for setting session security along with the features in the Salesforce Health Check.

We discussed other features to help with the administration of users using features such as granting login access to administrators and enabling delegated user administration.

Finally, we posed some questions to help clarify some of the key features of Salesforce CRM administration in the areas of user setup.

In the next chapter, we will look at the mechanisms for controlling access to data and the features that provide data management and record sharing in detail.