Salesforce CRM - The Definitive Admin Handbook (Third Edition)

Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

Salesforce CRM - The Definitive Admin Handbook (Third Edition)

Paul Goodey

6 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

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

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Table of Contents

Book Details

ISBN 139781784397562
Paperback480 pages
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