This book is for Salesforce developers, administrators, customers, and partners to get started with the Salesforce platform configuration. It will act as both a reference for an administrators and a configuration guide for newbie customers who want to configure Salesforce for their organization.
This book covers all the possible configurations of Salesforce for enterprises, such as workflow, approval process, Chatter, data management, and AppExchange overview. We have taken a hands-on approach with real-time scenarios so that readers can get a complete overview on the topics.
Salesforce CRM is a service by Salesforce.com, which is commercial, but all the material in this book is developed using the Developer Edition.
Chapter 1, Getting Started with Salesforce, provides basic knowledge of CRM, proceeds towards Salesforce using examples, and then states the benefits of implementing Salesforce for your organization. It also covers the basic architecture of Salesforce.
Chapter 2, User Management and Organization Administration, starts with various ways to set up a user in Salesforce and then explains the organization administration.
Chapter 3, Making Your Salesforce Data Secure – Security Settings in Salesforce, covers the basics of Salesforce platform security and then goes through various security aspects of Salesforce.
Chapter 4, Domain Management, E-mail Administration, and Google Apps Settings, provides a clear-cut knowledge of domain management, e-mail management, and Google Apps setup.
Chapter 5, CRM Functions and Streamlining Business Requirements, gives the reader an overview on Sales Cloud and Service Cloud.
Chapter 6, Automating a Business Process, serves as a highlight of the book in which the reader will gain knowledge on how to automate a business process in Salesforce.
Chapter 7, Concepts of Data Management, describes various ways to manage data in Salesforce.
Chapter 8, Reports and Dashboards in Salesforce, explains the concept of reports and dashboards in Salesforce. Salesforce reports and dashboards help to analyze information captured in CRM, further assisting to make informed business decisions.
Chapter 9, Chatter Configuration, explains how to configure Chatter for your organization and introduces you to some of the basic settings of Salesforce Chatter.
Chapter 10, Mobile Administration, explains how to perform mobile administration. This chapter also discusses SalesforceA installation and its uses.
Chapter 11, Setting Up Deployment Processes, covers various ways to deploy changes in a live system.
Chapter 12, AppExchange – Extending Salesforce Functionality, teaches you how to extend a Salesforce.com functionality using third-party applications.
To understand all the projects covered in this book, you will need the following:
A Salesforce developer account
A browser
An Internet connection
The book is written for anyone, from a newbie to an experienced professional in the Salesforce arena, who wants to learn or explore various aspects of Salesforce customization. After reading this book, you will be able to set up the entire configuration on your own.
In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.
Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles are shown as follows: "In the search bar at the top, enter the keyword vcard."
New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "When you click on AppExchange, a new window will open in the browser."
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