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

Questions

The following set of questions have been retrieved from the sample questions that have been presented by Salesforce in the certified administrator exam study guide.

There are five questions in total; we will review the answers that were provided by Salesforce:

  1. What should a system administrator use to disable access to a custom application for a group of users? Choose one answer.
    1. Profiles
    2. Sharing rules
    3. Web tabs
    4. Page layouts
  2. Universal Containers needs to track the manufacturer and model for specific car companies.
    How can the system administrator ensure that the manufacturer's selection influences the values available for the model? Choose one answer.
    1. Create the manufacturer field as a dependent picklist and the model as a controlling picklist.
    2. Create a lookup field from the manufacturer object to the model object.
    3. Create the manufacturer field as a controlling...