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Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM - The Definitive Admin Handbook - Fifth Edition

By : Paul Goodey GP, Paul Goodey
3.6 (9)
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Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM - The Definitive Admin Handbook

3.6 (9)
By: Paul Goodey GP, 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)
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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

Summary

In this chapter, we described the ways in which the data structure and UI features can be configured within Salesforce CRM.

We looked at how object and records information can be accessed. We also looked at the mechanisms for managing the methods that users employ to view this information using views and page layouts.

We were shown how these record structures and user interfaces are controlled by the profile and the wider picture for the way the configuration of these concepts is applied for users.

We discussed some techniques to help govern the way the configuration and creation of fields can be carried out, and some common pitfalls to avoid.

Finally, we posed some questions to help clarify some of the key features of Salesforce CRM administration in the areas of Standard and Custom Objects.

In the next chapter, we will look in detail at the mechanisms that control access...

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Salesforce CRM - The Definitive Admin Handbook
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