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

Questions to test your knowledge


You are now presented with questions about the Salesforce AppExchange, which has been covered in this chapter. The answers can be found at the end of this chapter.

Questions

We present two questions to verify your understanding of the Salesforce AppExchange Marketplace.

Question 1 - Salesforce AppExchange Marketplace

What is the purpose of the Salesforce AppExchange Marketplace? (Select all that apply):

a) Administrators can download and customize pre-built reports and dashboards.

b) Sales users can install add-ins to synchronize the Contacts and Calendar entries in their desktop e-mail apps with Salesforce.

c) Partners can share and link opportunities to collaborate on sales deals.

d) Salesforce customers can share and install apps published by third-party developers and system integrators.

Question 2 - Salesforce AppExchange Package Types

What are the package types found in the Salesforce AppExchange Marketplace? (Select all that apply):

a) Mass Delete.

b) Managed...