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

Summary

In this chapter, we described the features that offer improvements to data quality through the use of duplication rules, data validation rules, and dependent fields.

We also looked at the options and facilities that are available within Salesforce CRM for data protection and privacy, and at the tools for importing and exporting data into and out of the system. We briefly outlined the data storage feature in Salesforce, along with exporting backup data and the Recycle Bin.

Finally, we posed some questions to help clarify some of the key features of Salesforce CRM administration in the area of data management.

In the next chapter, we will be covering data analytics, where we will see how we can report on the data in Salesforce. We will also be setting up reports, dashboards, and custom reports, and have a discussion regarding how to use the Report Builder.

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