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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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Introduction to Visualforce

Visualforce is the framework in Salesforce CRM that allows you to further customize your organization's user interface beyond the standard functionality we have previously covered.

As described previously, using Visualforce you can combine data from multiple objects, create mashups with data from external web services, and even override some of the logic and the behavior found within standard Salesforce CRM application functions. Visualforce consists of the following three elements:

  • Visualforce pages: These are used to define the user interface
  • Visualforce components: These can be thought of as a library of standard or custom-built sections of Visualforce code
  • Visualforce page controllers: These are used to control the behavior of Visualforce pages, and can either be controlled by standard logic or you can create custom logic to change or extend the standard Salesforce CRM behavior

Visualforce pages

The Visualforce framework allows for the creation of Visualforce...

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