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

Mashups in Salesforce CRM


It may seem daunting at first, especially if you are less familiar with Internet scripting technologies such as HTML, but certain types of mashups can be accomplished by most people and do not require professional software developers or an IT team.

Note

HTML is the main markup language for creating web pages and other information that can be displayed in a web browser (https://en.wikipedia.org/wiki/HTML).

Before starting out, it is always useful to first evaluate how and where the mashup needs to be done, and in particular, the type of data and service that is to be mashed up. Once this is understood, you can then begin to consider the coding effort and plan the resources required to implement them.

To understand the flavor of mashups as far as Salesforce CRM is concerned, and as suggested, at a high-level, there are two main categories of mashup development, and these can be classed as either server-side or client-side, as shown in the following diagram:

Looking at...