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

Business problems


As a Salesforce administrator or developer, you may get various requirements from the business to streamline the sales or support processes. As per our experience, we can say that many of them are achievable only if you make use of the out-of-the box features. For a few instances though, you would need to use either the Apex or Visualforce Page. Visual Workflow gives us a way to implement various business processes without using the Apex or Visualforce Page. We'll discuss more examples of this in a detailed manner in the subsequent subsections.

Business use case 1

A business scenario: David Guzman is working as a System Administrator at Universal Containers. He has received a requirement to create a survey page in Salesforce and expose it to the company's website for unauthenticated access.

There are several ways to solve the preceding business requirement; a few of them are mentioned next.

Solution 1 - Using a Visualforce Page, Apex class, and Force.com site

As the requirement...