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

The mobile Salesforce app

The mobile Salesforce app is Salesforce's next-generation mobile CRM platform, which has been designed for Salesforce's customers, developers, and Independent Software Vendors (ISVs) to connect mobile apps, browser apps, and third-party app services.

The Salesforce app has been developed for a mobile-first environment and demonstrates how Salesforce's focus as a platform provider aims to connect the enterprise to systems that can be programmed through APIs, along with mobile apps and services that can be utilized by marketing, sales, and customer service.

There are two methods of using the mobile Salesforce app:

  • By using a mobile browser and logging into Salesforce
  • By using a downloadable app that users can install from the App Store or Google Play

Whichever method is used to access the mobile Salesforce app, it allows users to work using...