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

What this book covers

Chapter 1, Setting Up Salesforce CRM and the Company Profile, shows you how to set up the organization-wide settings that affect the look and feel of the system and provide access to features for all users within the organization.

Chapter 2, Managing Users and Controlling System Access, describes how to manage and administer user records and password policies, and describes how profiles and permission sets affect the permissions of individual users.

Chapter 3, Configuring Objects and Apps, covers the various methods to configure and tailor your system to suit the way information is used within your organization through the use of objects and fields, and provides a look at custom field governance.

Chapter 4, Securing Access to Data and Data Validation, looks in detail at the data access security models in Salesforce CRM and the multiple levels at which data access and security can be applied at the organization level, the object level, the field level, and the record level.

Chapter 5, Managing Data in Salesforce CRM, describes the features for improving data quality through the use of data validation rules and dependent fields, and outlines the facilities that are available for importing and exporting data to and from Salesforce CRM.

Chapter 6, Generating Data Analytics with Reports and Dashboards, discusses the analytics building blocks that are available within the Salesforce system and details the creation and use of reports and dashboards.

Chapter 7, Implementing Business Processes in Salesforce CRM, looks at the features and functionality in Salesforce for automating business workflow and approval mechanisms to automate, improve quality, and generate high-value processes within your organization.

Chapter 8, Core Business Functionality in Salesforce CRM, describes the core functional areas within Salesforce CRM that enables sales teams, marketing teams, and service teams to succeed and collaborate.

Chapter 9, Extending and Enhancing Salesforce CRM, shows how the standard functionality in the system can be extended and enhanced and describes how advanced customization and additional functionality can be added internally and externally using third-party apps.

Chapter 10, Administrating the Mobile Features of Salesforce CRM, looks at how mobile devices, which have become commonplace in both the personal and professional lives of users, can be used in Salesforce CRM, and describes the mobile solution offerings provided by Salesforce.

Chapter 11, Lightning Experience, covers Lightning Experience, which is Salesforce's new app that has been developed with a modern user interface and has been designed to replace the existing Classic version. In this chapter, we look at the how the two versions compare and the facilities to help manage the transition from Salesforce Classic to Lightning Experience.

Chapter 12, Einstein Analytics, provides an introduction to Einstein Analytics and looks at some of the key features and benefits that you can use to harness this new wave of advanced reporting that exists within the Salesforce ecosystem.

Chapter 13, Studying for the Certified Administrator Exam, describes the Salesforce Certified Administrator exam and looks at resources, such as the classroom-based training course ADM-201, that are available to prepare for the exam and offers insight into the types of questions and suggested planning for the exam.