Customization Handbook

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Table of Contents
Sample Chapters
  • Learn the concepts of to automate business processes
  • Streamline your sales process and improve collaboration in your organization
  • A step-by-step approach to online course design to make your business more reliable and productive

Book Details

Language : English
Paperback : 450 pages [ 235mm x 191mm ]
Release Date : September 2014
ISBN : 1849685983
ISBN 13 : 9781849685986
Author(s) : Rakesh Gupta, Sagar Pareek
Topics and Technologies : All Books, Enterprise Products and Platforms, Virtualization and Cloud, Enterprise
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Rakesh Gupta

Rakesh Gupta is a Salesforce Evangelist, trainer, blogger and salesforce certified professional. He is from Katihar (Bihar) and lives in Mumbai. He has been working on the platform since 2011. Presently, he is working as a salesforce consultant and regular contributor to the salesforce success community. He is a co-author of Developing Applications with Salesforce Chatter and a technical reviewer of Application Development. Rakesh is very passionate about and sharing information through various channels including his blog ( He has trained almost 150 professionals around the globe and has handled corporate training too. Rakesh works on all aspects of Salesforce, and is an expert in data migration, integration, configuration, and customization. He is a leader of the Navi-Mumbai and Nashik developer user groups in India. He is also the leader of Mumbai Salesforce user group. Rakesh organizes meet-ups at regular intervals for the group he owns. In his spare time, he contributes to Salesforce success community Answer. Rakesh Gupta can be reached at, or you can follow him on Twitter @rakeshistom.

Sagar Pareek

Sagar Pareek is a Salesforce enthusiast, blogger, author, and Salesforce certified Developer. He is from Bikaner (Rajasthan) and currently lives in Noida. Sagar has been working on the platform since 2012, from when he was in college. Since 2013, he has been working for Astrea IT Services Pvt. Ltd. (Noida) as a salesforce developer, prior to which he worked as a PHP and Java Intern at Acme Embedded technologies Pvt. Ltd. (Bikaner). He was featured by Salesforce on a webinar (Boost your career get cloud trained and certified). He won a prize in the Salesforce New Year Resolution 2013 challenge. Sagar is actively participating in salesforce discussion platforms, in different user groups, and organizes workshops. He leads the India Salesforce student developer user group and is a co-leader of the Navi-Mumbai Salesforce developer user group. You can follow Sagar’s blog ( Sagar has a Bachelor of Technology degree in Computer Science and Engineering from Rajasthan Technical University and is an alumnus of Manda Institute of Technology, Bikaner. He spends spare time with his family and friends and explores He is a co-author of Developing Applications with Salesforce Chatter. You can connect with Sagar on Twitter @Sagarjaipareek.
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What you will learn from this book

  • Understand the basic architecture of the platform and improve the collaboration in the organization
  • Manage users in the Salesforce organization and customize the company profile
  • Secure the data within an organization and manage its visibility to different sets of users within the organization
  • Control e-mail and domain management for your organization
  • Use the Sales Cloud and the Service Cloud to streamline sales, support processes, and automate your business requirements
  • Learn Data Management in Salesforce including the import and export of data using New Import wizard and Data Loader
  • Understand the concepts of Analytics in Salesforce, and build reports and dashboards on existing data
  • Connect with employees around the globe using Salesforce Chatter and apps from AppExchange and deployment of modules

In Detail has contributed in bringing about a social revolution to the Internet era. provides you with the power of cloud computing, enabling you to quickly build enterprise apps in a cloud. As it takes less effort to develop apps on this platform in comparison to traditional platforms, this has emerged as one of the most demanding platforms in sales and the IT industry. Putting its customers first, came up with its CRM, which is social in its nature. This proved to be one of the most innovative ideas in the enterprise world.

This is a step-by-step guide to automate your business requirements or streamline your sales process using Salesforce CRM. The book covers many topics from the Spring 2014 release and is also helpful for those who are preparing for the admin certification exam (ADM 201).

The book starts with an introduction to Salesforce CRM and its products. Then, it covers its user experience management, data security aspects, e-mail administration, and discusses various ways that can be adopted to streamline business process. In the next chapters, concepts related to the Sales Cloud and the Service Cloud are explained. The book also explores data management, chatter, mobile administration, and discusses the deployment process and extending the Salesforce experience using the AppExchange marketplace.
By the end of this book, you will be able to customize Salesforce and manage Salesforce related data in your organization.


A practical handbook with easy-to-follow explanations and step-by-step instructions on how to customize your site to meet your business requirements.

Who this book is for

If you want to use Salesforce CRM to automate your businesses requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the advanced features of No previous experience in computer coding or programming is required.

This book will also be helpful for those who are preparing for the admin certification exam (ADM 201).

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