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 offer improvements to data quality through the use of data validation rules and dependent fields.

We also looked at the options and facilities available within Salesforce CRM for importing and exporting data into and out of the system. We briefly outlined the data storage feature in Salesforce, along with texporting backup data and the Recycle Bin.

Finally, we posed some questions to help clarify some of the key features of Salesforce CRM administration in the area of data management.

In the following chapter, we will be covering data analytics, where we will see how we can report on the data in Salesforce.

Included in the next chapter is the setting up of reports, dashboards, custom reports, and a discussion of how to use the Report Builder.