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

Differences between Lightning Experience and Salesforce Classic

The most notable difference when looking at Lightning Experience is the upgraded user interface. For example, the home page in Salesforce Classic is very different from the landing page in Lightning Experience, and it highlights the visual improvements that have been implemented.

The user interface in Lightning Experience offers a modern set of fonts and colors, and the screens are rendered in a more fluid and dynamic way, as shown in the following screenshot:

Salesforce periodically publishes a feature comparison between Classic and Lightning Experience, which can be found at the following web link: https://help.salesforce.com/articleView?id=lex_aloha_comparison.htm&type=5.

At the core of the Lightning Experience upgrade is the ability to add modular functionality to pages by allowing Lightning components to...