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

Dashboards


Dashboards are visual information snapshots that are generated from the data in associated reports and are presented as graphical elements. These graphical elements are known as dashboard Components, which can be categorized into five types.

Chart

Chart component types may be used to show data graphically, where the following variety of chart types can be selected: horizontal and vertical bar charts, line charts, pie charts, donut charts, funnel charts, and scatter charts.

Gauge

Gauge component types may be used to show a single value that is to be shown as a part of a range of custom set values. Here, the ranges that can be set can represent, say, low, medium, and high values, and the value from the report is plotted accordingly.

Metric

Metric component types may be used to show a single value to display.

Table

Table component types may be used to show a set of report data in column form.

Visualforce page

In addition to the standard types, Visualforce page component types may be used to...