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Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

By : Paul Goodey
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Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM - The Definitive Admin Handbook

3 (6)
By: Paul Goodey

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 (12 chapters)
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Summary

In this chapter we have looked at ways that mobiles have become the new norm for staying connected in both our personal and professional lives.

Salesforce has recognized that individuals are spending more of their time connected to the cloud and using cloud-based business applications and that these business apps are increasingly being used in a mobile context rather than being used at a desk in an office.

To try and help their customers become successful businesses of this mobile-first world, Salesforce have produced various mobile solutions that can help users get things done, regardless of where they are and what they are doing.

In this chapter we have described the features of SalesforceA, a mobile admin app that can help you manage users and monitor the status of Salesforce whilst on the move.

We described the features and benefits of Salesforce1 which is available as a downloadable app and a browser app. Here we detailed the setting up and administration of the solution, and the...

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