Salesforce CRM - The Definitive Admin Handbook (Third Edition)

Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios
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Salesforce CRM - The Definitive Admin Handbook (Third Edition)

Paul Goodey

1 customer reviews
Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios
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Book Details

ISBN 139781784397562
Paperback480 pages

Book Description

The book begins by guiding you through setting up users and security settings and then progresses to configuration, data management, and data analytics. Next, you will 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 then covered, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. At the end of the book, we cover Salesforce mobile apps and mobile administration, along with techniques to further enhance the system and improve the return on investment.

Prerequisites include Enterprise, Unlimited, Performance, or Developer edition of Salesforce CRM along with the System Administrator permission.

Table of Contents

Chapter 1: Organization Administration
The Salesforce setup menu
User login and authorization
Establishing your company profile within Salesforce
User interface and supported browsers
Search overview
Summary
Chapter 2: User Management in Salesforce CRM
An introduction to record ownership, profiles, and sharing
Managing users in Salesforce CRM
Viewing and editing user information
Freezing user accounts
Password management
Password policies
Forgot Password / Locked Account Assistance
API Only User Settings
Session management
Session timeout
Session settings
Login page caching and autocomplete
Identity confirmation
Clickjack protection
Cross-Site Request Forgery (CSRF) Protection
Session Security Levels
A how-to guide to help users grant login access to you
Summary
Chapter 3: Configuration in Salesforce CRM
The relationship between a profile and the features that it controls
Objects
Fields
Object relationships
Apps
Tabs
Renaming labels for standard tabs, standard objects, and standard fields
Creating custom objects
Object Limits
Creating custom object relationships
Creating custom fields
Dependent picklists
Building relationship fields
Lookup relationship options
Master-detail relationship options
Lookup filters
Building formulas
Basic formula
Advanced formula
Building formulas – best practices
Building formula text and compiled character size limits
Custom field governance
Page layouts
Record types
Related lists
List views
Summary
Chapter 4: Data Management
The data access security model
Organization-Wide Defaults (OWDs) for sharing
Role hierarchy
Organization-Wide Defaults and sharing rules
Sharing rules
Data validation
An overview of data import and export utilities
Data Loader
Best practices for mass data updating
Weekly export
Field sets
Folders
Recycle Bin
Data storage utilization
Summary
Chapter 5: Data Analytics with Reports and Dashboards
Reports
Groupings
Custom summary formulas
Bucket fields
Changing the report format
Dashboards
Summary
Chapter 6: Implementing Business Processes in Salesforce CRM
Workflow rules and the approval processes
Configuring workflow rules
Approval process
Configuring approval processes
Visual Workflow
Summary
Chapter 7: Salesforce CRM Functions
A functional overview of Salesforce CRM
Marketing administration
Salesforce automation
Service cloud
Salesforce Chatter
Summary
Chapter 8: Extending Salesforce CRM
Enterprise mash-ups in web applications
Mash-ups in Salesforce CRM
Server-side mash-ups
Introduction to Visualforce
Summary
Chapter 9: Best Practices for Enhancing Productivity
Salesforce AppExchange marketplace
Change management overview
User adoption
Summary
Chapter 10: Mobile Administration
Accessing Salesforce Mobile products
Salesforce mobile products' overview
Summary

What You Will Learn

  • 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 and understand the capabilities of the Salesforce CRM sharing model
  • Create, delete, and customize fields, page layouts, and list views for custom and standard objects
  • Implement the mechanisms for data management and discover the tools to import, update, transfer, and mass delete data

Authors

Table of Contents

Chapter 1: Organization Administration
The Salesforce setup menu
User login and authorization
Establishing your company profile within Salesforce
User interface and supported browsers
Search overview
Summary
Chapter 2: User Management in Salesforce CRM
An introduction to record ownership, profiles, and sharing
Managing users in Salesforce CRM
Viewing and editing user information
Freezing user accounts
Password management
Password policies
Forgot Password / Locked Account Assistance
API Only User Settings
Session management
Session timeout
Session settings
Login page caching and autocomplete
Identity confirmation
Clickjack protection
Cross-Site Request Forgery (CSRF) Protection
Session Security Levels
A how-to guide to help users grant login access to you
Summary
Chapter 3: Configuration in Salesforce CRM
The relationship between a profile and the features that it controls
Objects
Fields
Object relationships
Apps
Tabs
Renaming labels for standard tabs, standard objects, and standard fields
Creating custom objects
Object Limits
Creating custom object relationships
Creating custom fields
Dependent picklists
Building relationship fields
Lookup relationship options
Master-detail relationship options
Lookup filters
Building formulas
Basic formula
Advanced formula
Building formulas – best practices
Building formula text and compiled character size limits
Custom field governance
Page layouts
Record types
Related lists
List views
Summary
Chapter 4: Data Management
The data access security model
Organization-Wide Defaults (OWDs) for sharing
Role hierarchy
Organization-Wide Defaults and sharing rules
Sharing rules
Data validation
An overview of data import and export utilities
Data Loader
Best practices for mass data updating
Weekly export
Field sets
Folders
Recycle Bin
Data storage utilization
Summary
Chapter 5: Data Analytics with Reports and Dashboards
Reports
Groupings
Custom summary formulas
Bucket fields
Changing the report format
Dashboards
Summary
Chapter 6: Implementing Business Processes in Salesforce CRM
Workflow rules and the approval processes
Configuring workflow rules
Approval process
Configuring approval processes
Visual Workflow
Summary
Chapter 7: Salesforce CRM Functions
A functional overview of Salesforce CRM
Marketing administration
Salesforce automation
Service cloud
Salesforce Chatter
Summary
Chapter 8: Extending Salesforce CRM
Enterprise mash-ups in web applications
Mash-ups in Salesforce CRM
Server-side mash-ups
Introduction to Visualforce
Summary
Chapter 9: Best Practices for Enhancing Productivity
Salesforce AppExchange marketplace
Change management overview
User adoption
Summary
Chapter 10: Mobile Administration
Accessing Salesforce Mobile products
Salesforce mobile products' overview
Summary

Book Details

ISBN 139781784397562
Paperback480 pages
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