Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Creating a Salesforce developer account


To get started with the given topics in this book, it is recommended to use a Salesforce developer account. Using Salesforce production instance is not essential for practicing. You can use the Salesforce sandbox or developer account to practice on the examples covered in this book.

If you currently do not have your developer account, you can create a new Salesforce developer account. The Salesforce developer account is completely free and can be used to practice newly learned concepts, but you cannot use this for commercial purposes. To create a Salesforce developer account follow these steps:

  1. Visit the website http://developer.force.com/ .

  2. Click on the Sign Up button.

  3. It will open a sign up page; fill it out to create one for you. The signup page will look like the following screenshot:

  4. Once you register for the developer account, Salesforce.com will send you login details on the e-mail ID you have provided during the registration.

By following the instructions in the e-mail, you are ready to get started with Salesforce.