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

Salesforce mobile products overview


Salesforce have provided some of their mobile products as downloadable apps while others have been provided as both downloadable and mobile browser-based. The following list outlines the various mobile app products, features, and capabilities used for accessing Salesforce CRM on mobile devices:

  • SalesforceA

  • Salesforce Touch

  • Salesforce Classic

  • Salesforce1

    Note

    Salesforce Touch is no longer available and is mentioned here for information as this product has been recently incorporated into the Salesforce1 product.

SalesforceA

SalesforceA is a downloadable system administration app that allows you to manage your organization users and view certain information on your Salesforce organization from your mobile device. SalesforceA is intended to be used by system administrators as it is restricted to users with the Manage Users permission.

The SalesforceA app provides the facilities to carry out user tasks such as deactivating or freezing users, resetting passwords,...