Switch to the store?

Salesforce CRM - The Definitive Admin Handbook (Third Edition)

More Information
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
About

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.

Features
  • Updated for Winter '15, this book provides the latest best-practice Salesforce administration principles, real-world experience, and critical design considerations for setting up and customizing Salesforce CRM
  • A pragmatic guide to the key functions for the customization and set up of the application, related to enterprise security, user and data management, process automation, analytics, and mobile features
  • The features of the Salesforce CRM platform are explored using detailed, step-by-step navigation and descriptions, which offers the reader clear guidance for the customization and administration of the application
Page Count 480
Course Length 14 hours 24 minutes
ISBN9781784397562
Date Of Publication 30 Jan 2015

Authors

Paul Goodey

Paul Goodey is the author of Salesforce CRM: The Definitive Admin Handbook. He has around 20 years of experience in developing web technology solutions for companies of all sizes across a variety of industries and has been building solutions with Salesforce CRM since 2006.

Paul has enjoyed a variety of roles while working with Salesforce CRM, having worked as a system administrator, developer, business analyst, and consultant to provide solutions for both in-house and consultancy-based end users.

Based in the UK, near London, Paul's professional qualifications include Salesforce Certified Administrator (ADM 201). In his spare time, he is a keen runner and regularly competes in marathon and half-marathon running races.