Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

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 (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

Salesforce.com Health Check


The Health Check feature enables you to view the key security settings in your organization, such as login access policies, password policies, and so on, and compare these settings to the security standards recommended by Salesforce.

To access the Health Check settings, navigate to Setup | Security Controls | Health Check where you will be presented with a page as shown in the following screenshot:

The Health Check page displays actual, and Salesforce recommended, values for the following security controls: Login Access Policies; Network Access; Password Policies; Remote Site Settings; Session Settings.

Within the page, High-Risk and Medium-Risk settings are shown with details about how they compare against the Salesforce recommended (standard) values. Links are provided within this screen so you can modify any of the given security settings along with a summary health check score that shows how your instance compares to the standard baseline recommended by Salesforce...