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

About the Author

Rakesh Gupta is a graduate of SRM University, Chennai, with a degree in information technology. He previously worked at iGate Computer System Ltd (now a part of Capgemini). He is a three-time Salesforce MVP, evangelist, Salesforce trainer, blogger, and is working as a Salesforce solution architect. He has been working on the platform of Salesforce.com for 6+ years. He is from Katihar, Bihar, and lives in Mumbai, India. He is the co-author of the books, Developing Applications with Salesforce Chatter and Salesforce.com Customization Handbook by Packt Publishing. He is the author of Learning Salesforce Visual Workflow and Learning Salesforce Visual Workflow and Process Builder - Second Edition by Packt Publishing. He is also the technical reviewer of Learning Force.com Application Development and Mastering Application Development with Force.com by Packt Publishing.

Best known as an automation champion in the Salesforce ecosystem, as he has written over 100+ articles on Visual Workflow and Process Builder to show how someone can use Visual Workflow and Process Builder to minimize code usage. He is one of the Visual Workflow and Process Builder experts from the industry. He has trained more than 700 individual professionals around the globe and conducted corporate training. He currently holds 9 certifications in Salesforce. He works on all the aspects of Salesforce and is an expert in data migration, process automation, configuration, customization, and integration. He is the leader of the Navi Mumbai and Nashik Salesforce developer user groups in India. He is also the initiator of the Mumbai Salesforce user group and the initiator of a biweekly online webinar, Automation Hour (http://www.automationhour.com). He is very passionate about Force.com and shares information through various channels, including Salesforce Success Community and his blog at http://www.automationchampion.com.

You can follow him on Twitter at @rakeshistom / @automationchamp.

First and foremost, I would like to thank my parents, Kedar Nath Gupta and Madhuri Gupta, and my sister, Sarika Gupta, for being patient with me for taking yet another challenge, which decreases the amount of time I can spend with them. They have been my inspiration and motivation for continuing to improve my knowledge and move my career forward. I would like to thank Packt Publishing for giving me this opportunity to share my knowledge via this book. I would also like to thank my friend, Meenakshi Kalra, for helping me while I was writing this book. A special thanks to all my well-wishers and friends. I would like to especially thank Jitender Zaa (Salesforce MVP) and Vinay Chaturvedi (Salesforce MVP); without you, this book would never find its way to the Web. In the end, I’m grateful to every member of Salesforce Ohana; hope you will find this book useful!