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 AppExchange Marketplace


The Salesforce AppExchange Marketplace is a website provided by Salesforce.com that enables organizations to select additional applications, known as Apps, to add new features to their Salesforce CRM application

Both the Salesforce CRM application and the AppExchange provide web-delivered platforms for using and building applications. This integrated web-delivered approach allows for the installation of applications and new functionality from AppExchange into Salesforce, which is often far simpler and more cost effective than traditional software update mechanisms. The benefits of the AppExchange are that system administrators can easily extend the Salesforce CRM application as your company's business requirements change.

There is a wealth of solutions available to help achieve most requirements that you can access from the Salesforce AppExchange Marketplace, and in this section we will describe and take you through the process of installing an example app...