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  • Book Overview & Buying Mastering Salesforce CRM Administration
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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

By : Gupta
3.1 (8)
Buy this Book
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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

3.1 (8)
By: Gupta
Buy this Book

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 (13 chapters)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
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1
1. A Deep Dive into the Salesforce Lightning Experience
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1. A Deep Dive into the Salesforce Lightning Experience
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Getting started with Lightning Experience
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Salesforce Lightning Editions
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Creating a Salesforce developer account
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Enabling the Lightning Experience for users
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The Lightning Experience for end users
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Types of objects and fields in Salesforce
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Types of relationship in Salesforce
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A few points to remember
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Test your knowledge
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Summary
2
2. Security Settings in Salesforce
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2. Security Settings in Salesforce
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Company Information setup
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The fiscal year and its customization
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Secure organization data using OWD
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Role hierarchy
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Sharing rule
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Profiles
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Permission sets
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Field-level security
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Viewing Setup and Audit Trail
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A few points to remember
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Test your knowledge
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Summary
3
3. Territory Management
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3. Territory Management
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Introduction to Territory Management
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Difference between role hierarchy and territory hierarchy
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Difference between Territory Management and Enterprise Territory Management
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Enterprise Territory Management key concepts
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Configuring Enterprise Territory Management
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A few points to remember
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Test your knowledge
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Summary
4
4. Extending Salesforce with Custom Objects and Applications
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4. Extending Salesforce with Custom Objects and Applications
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Creating custom objects
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Creating custom fields
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Creating custom tabs
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Creating Lightning apps
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Creating Lightning record pages
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Improving the data quality
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A few points to remember
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Test your knowledge
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Summary
5
5. Getting More Value from Sales Cloud
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5. Getting More Value from Sales Cloud
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Campaign management
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Lead management
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Account management
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Contact management
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Managing product and price books
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Opportunity management
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Quote management
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Collaborative forecasts
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A few points to remember
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Test your knowledge
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Summary
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6. Increasing Service Agent Productivity by Using Service Cloud
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6. Increasing Service Agent Productivity by Using Service Cloud
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Case management
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Escalation rule
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Entitlement management
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Knowledge management
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Live agent
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A few points to remember
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Test your knowledge
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Summary
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7. Optimizing Business Processes with Visual Workflow and Approval Processes
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7. Optimizing Business Processes with Visual Workflow and Approval Processes
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Business problems
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Benefits of Visual Workflow
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Overview of the Visual Workflow life cycle
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Overview of Cloud Flow Designer
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Overview of Visual Workflow building blocks
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Creating a calculator to display the summation of two numbers
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Approval process
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A few points to remember
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Summary
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8. Automating Complex Business Processes
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8. Automating Complex Business Processes
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Process Builder overview
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Difference between Process Builder and other tools
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Creating applications with Process Builder
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Time-dependent actions from Process Builder
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A few points to remember
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Summary
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9. Analyzing Productivity with Reports and Dashboards
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9. Analyzing Productivity with Reports and Dashboards
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Understanding report types
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Different types of report formats
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Categorizing report data with bucketing
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Dashboard component and its types
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Reporting snapshot
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A few points to remember
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Test your knowledge
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Summary
10
10. E-mail and Mobile Administration
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10. E-mail and Mobile Administration
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Deliverability
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Compliance BCC e-mail
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E-mail to Salesforce
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Overview of the SalesforceA mobile application
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Overview of the Salesforce Authenticator application
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Overview of the Salesforce1 mobile application
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A few points to remember
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Test your knowledge
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Summary
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11. Different Ways of Deploying an Application between Environments
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11. Different Ways of Deploying an Application between Environments
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Deploying using change sets
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Deploying using Force.com IDE
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Deploying using packages
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Deploy using Force.com Migration Tool
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A few points to remember
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Test your knowledge
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Summary
12
12. Basics of Apex and Visualforce Page
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12. Basics of Apex and Visualforce Page
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Introducing Apex
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Introducing a Visualforce page
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A few points to remember
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Test your knowledge
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Summary

Creating custom objects

Salesforce comes with several standard objects according to the CRM structure, but if your requirement is not satisfied by using them, you could go ahead and create custom objects. For example, creating a custom object to store employee checking or saving account details to process the biweekly salary and keep the employee account details private, so only the system administrator can access it. Custom objects are usually identified by a __c suffix:

Creating custom objects

Objects are a crucial element in Salesforce, as they provide a structure for storing data and are incorporated into the interface, allowing users to interact with the data. It is similar to a database table. Object fields are similar in concept to a database column. Records are similar in concept to a database row. The following diagram represents the steps for creating a custom object and configuring it as per your business requirements:

Creating custom objects

We will now be developing a sample Registration Management app for Universal...

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Mastering Salesforce CRM Administration
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