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

Change management overview


As outlined in the section on installing apps from AppExchange Marketplace, you should properly evaluate the functionality and results of deploying an app within your Salesforce CRM organization. This concept is part of a wider concern, which addresses the way changes are applied to the Salesforce CRM application.

With the use of Salesforce sandboxes, you can properly evaluate and perform due diligence for new Salesforce functionality before deciding to roll it out to your users in the production system. In the case of an AppExchange app, if the app proves to be unsuccessful, then it need not be uninstalled.

Salesforce sandboxes

Sandboxes are separate Salesforce CRM environments that are isolated from your Salesforce production organization, so actions that you carry out in your sandboxes do not affect your Salesforce production environment, and vice versa.

To view and manage your existing sandboxes or create new ones in Salesforce CRM, navigate to Setup | Sandboxes...