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

Accessing Salesforce mobile solutions

Salesforce offers two varieties of mobile solutions, namely mobile browser apps and downloadable apps. Mobile browser apps are accessed using a web browser that is available on a mobile device. Downloadable apps are accessed by first downloading the client software from either the Apple App Store for iOS devices or Google Play for Android devices, and then installing it on the mobile device.

Mobile browser apps and downloadable apps offer various features and benefits and, as we will cover, they are available for various Salesforce mobile products and device combinations.

Most mobile devices these days have some degree of web browser capability, which may be used to access Salesforce CRM; however, some Salesforce mobile products are optimized for use with certain devices. By accessing a Salesforce mobile browser app, your users do not require...