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

Export backup data


Your organization can sign up to receive backup files of your data. Here, you can export all your organization's data into a set of CSV files.

With the data export feature, you can generate backup files manually once every six days or schedule them to generate automatically at weekly or monthly intervals.

Note

The weekly export service is available in Enterprise Edition and Unlimited Edition. The Developer Edition provides a monthly export service. When the export is ready, you will receive an e-mail with a link; navigate to the link provided.

To schedule a weekly or monthly export (as governed by the edition of Salesforce CRM that you are using), navigate to Setup | Data Management | Data Export. Then click on either the Export Now or Schedule Export buttons, as shown in the following screenshot:

The data export can be set to run immediately or scheduled to run in the future, as discussed in the following subsections.

Export Now

The Export Now option prepares your files for...