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 looked at data analytics, where it was shown how data can be reported and presented within Salesforce CRM. We looked at setting up reports and dashboards, and how to use the report builder.

We covered the use of the building reports from standard and custom report types and looked at the mechanisms for sharing, hiding, and mass deleting reports.

Finally, we posed some questions to help clarify some of the key features of Salesforce reports and dashboards.

In the coming chapter, we will look at the methods for automating business tasks and activities to align them with business rules. The mechanisms that are available to help manage business processes will also be covered in detail, where we will look at the way approvals can be configured.