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 that provide data access and security configuration for system administrators and their levels of data access. Organization-Wide Sharing Defaults, Roles, and other sharing settings were described.

We looked at how the access to records could be further widened through the use of Permission Sets, Sharing Rules, criteria-based sharing, and also manual sharing.

Finally, we posed some questions to help clarify some of the key features of Salesforce CRM administration in the areas of Security and Access.

In the next chapter, we will be looking at ways of loading and extracting data from Salesforce CRM, where we will look at the utilities available for importing and exporting data to and from Salesforce. Included in the next chapter is a look at Data Loader and the data import wizards.