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

SalesforceA

SalesforceA is a downloadable system administration app that allows you to view certain details and user records within your Salesforce organization by using your mobile device. SalesforceA is intended to be used by system administrators, as it is only available to users with the Manage Users setting on their profile or within a permission set.

The SalesforceA app provides the facilities to carry out user tasks such as deactivating or freezing users, resetting passwords, unlocking users, editing user details, calling and emailing users, and assigning permission sets. These user task buttons are displayed as action icons, as shown in the following screenshot:

These icons are presented in the action bar, which is located at the bottom of the mobile device screen, as shown in the following screenshot:

In addition to the user tasks, you can view the system's status...