Salesforce Crm - The Definitive Admin Handbook

Successfully administer Salesforce CRM and Salesforce mobile implementations using best practices and real-world scenariosAbout This Book* See the latest best practice Salesforce administration principles, gain real-world experience, and understand critical design considerations to set up and customize Salesforce CRM* This is a pragmatic guide to the key functions of customizing and setting up the application for enterprise security, user and data management, process automation, analytics, and mobile features* Step-by-step navigation and descriptions through the features of Salesforce CRM platform and clear guidance on the customization and administration of the applicationWho This Book Is ForThis book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced administrator, this book will enhance your knowledge and understanding of the Salesforce CRM platform and features.What You Will Learn* Manage and administer user records ad password policies* Configure and control the various organization-wide user interface features in Salesforce CRM* Set up and maintain a user and administer appropriate security and login access mechanisms* Apply organization security* Understand the capabilities of the Salesforce CRM sharing model* Create, delete, and customize fields, page layout, and list views for custom and standard objects* Find out how to use visualforce coding in Salesforce CRM* Implement the mechanisms for data management* Discover the tools to import, update, transfer, and mass delete dataIn DetailSalesforce CRM's winter '17 release has tons in store for Customer Relationship Management Service designed to transform your marketing and sales.With this complete guide to implementing the service, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to how to set up organization-wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, Salesforce Chatter, and Invitations.At the end of the book, we cover Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager and techniques to further enhance the system and improve the return on investment. Every chapter will be followed by example questions that you can expect in the certification examinations.

• | Author: Paul Goodey
• | Publisher: Packt Publishing
• | Publication Date: Dec 21, 2016
• | Number of Pages: 667 pages
• | Language: English
• | Binding: Paperback
• | ISBN-10: 1786468964
• | ISBN-13: 9781786468963