Book Image

Salesforce CRM - The Definitive Admin Handbook - Fifth Edition

By : Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook - Fifth Edition

By: Paul Goodey

Overview of this book

Salesforce’s winter ’19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform. This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You’ll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it’ll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you’ll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You’ll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM.
Table of Contents (19 chapters)
Free Chapter
1
Section 1: Getting Started with Salesforce CRM
5
Section 2: Managing Data in Salesforce
9
Section 3: Business Processes, Cloud Development, and Lightning Experience
16
Section 4: Salesforce CRM Certification

Lightning Process Builder

Lightning Process Builder is a drag-and-drop workflow-automation builder that allows the automation of a vast range of business processes in Salesforce CRM. Lightning Process Builder allows you to carry out the following:

  • Create processes using a visual interface layout with point-and-click features
  • Design a full end-to-end process in one location instead of multiple dependent workflow rules
  • Automate some simple actions that previously needed Apex development and apply the clicks not code approach
For more information on the capabilities of Lightning Process Builder, navigate to https://developer.salesforce.com/page/Cheat_Sheets, which is provided by Salesforce, and refer to the downloadable App Logic Process Automation Cheatsheet documentation.

Lightning Process Builder provides a visual interface to build a process composed of if/then statements with...