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

Summary


In this chapter, we looked at the core features of Salesforce CRM that can be enhanced by adding additional functionality with external applications from the AppExchange Marketplace.

We discovered how easy it is to build a mashup in Salesforce CRM using the Visualforce technology and looked at how, with the use of Visualforce pages, we can extend the standard page functionality of the Salesforce CRM.

We looked at the concept of web mashups from the perspective of both the client-side and server-side aspects of web technologies. We also described the difference between presentation mashups, which are rendered in an Internet browser, and services that require more complex features, such as web services.

We were introduced to the ways in which Visualforce pages can be controlled, where we looked at the use of Apex code, which can extend the functionality within the Salesforce CRM platform. Apex triggers were briefly covered, where we considered the need for careful implementation in order...