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

An overview of data import and export utilities

Salesforce provides data utilities, which are available to import and export data to and from Salesforce. There is also a wide variety of third-party tools that allow data to be imported to and exported from Salesforce, and use the publicly available Salesforce APIs to provide data integration.

The third-party data tools are not provided by Salesforce; therefore, we will not be covering them in this book. However, you can find information about these tools via AppExchange, a website that's provided by Salesforce that allows organizations to select additional apps to extend Salesforce CRM. AppExchange is covered in detail in Chapter 9, Extending and Enhancing Salesforce CRM, and can be accessed at https://appexchange.salesforce.com.

Looking at the available Salesforce-provided facilities for importing and exporting data, we have...