Salesforce CRM: The Definitive Admin [Video]

Salesforce CRM: The Definitive Admin [Video]

Edward Encarnacion

1 customer reviews
Implement, configure, customize, and manage Salesforce.com for your organization
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Video Details

ISBN 139781782170761
Course Length5 hours and 13 minutes

Video Description

Salesforce.com is arguably one of the top leading Software-as-a-Service platforms in the world today. It provides Salesforce automation, customer service, social collaboration as well as a powerful platform to build custom applications for any organization. There’s no doubt about what value the product can bring to any organization using it.

This video course provides readers with a complete guide to managing and configuring Salesforce.com for your organization. This course covers all the important topics within the application, in a manner which covers both real-life solutions as well as common best practices used throughout the community.

The video course begins with discussing how to set up organization wide settings and then moves on to topics such as user management, configuration, data management, analytics, and business processes. The course also discusses how to extend the application and the different best practices when working with the platform.

Starting from how to initially set up the organization in Salesforce, the course moves to cover a breadth of different topics. This includes settings such as default currencies, locale, time zone, as well as the default language. It later moves on to how to manage users within the system and then properly set up a security model across different users. The video course will also tackle ways to configure and extend the system’s functionality by creating custom fields and objects, as well as creating business rules such as workflow rules and approval processes.

The course aims to provide beginners with a solid baseline to configuring an application, as well as provide novices with the ammunition they need to make Salesforce.com the perfect fit for their organization.

Style and Approach

Packt video courses are designed to cover the breadth of the topic in short, hands-on, task-based videos. Each course is divided into short manageable sections, so you can watch the whole thing or jump to the bit you need. The focus is on practical instructions and screencasts showing you how to get the job done.

A practical guide for Salesforce administration, providing step-by-step instructions on different topics across the Salesforce CRM application. Each video provides clear and concise instructions for each topic, as well as providing common best practices and practical examples along the way.

Table of Contents

Organization Administration
Set Up Your Company Profile
User Interface Options
Search Settings
Currency Management
Setting Up Fiscal Years within Your Organization
User Management in Salesforce CRM
Creating Users
Creating Queues
Setting Up Profiles and Profile Management
Setting Up Role Hierarchy within the Organization
Extending User Privileges with Permission Sets
Configuration in Salesforce CRM
Creating Custom Fields
Creating Record Types and Page Layouts
Creating Custom Objects
Creating Formula Fields
Lookups and Master-Detail Relationships
Data Management
Defining Organization-Wide Defaults
Extending Organization-Wide Defaults Using Sharing Rules
Managing Data Visibility Using Field-Level Security
Ensuring Data Quality Using Validation Rules
Importing Data from Other Systems Using Apex Data Loader
Data Analytics
Creating Custom Reports
Creating Custom Matrix Reports
Creating Custom Report Types
Creating Charts
Creating Dashboards
Implementing Business Processes in Salesforce CRM
Creating Workflow Rules
Creating Workflow Actions
Standardizing E-mail Communications Using E-mail Templates
Creating Time-Based Workflow Actions
Creating Approval Processes
Salesforce CRM Functions
Creating Custom Sales Processes
Managing Opportunities and Quotes
Working with Campaigns and Campaign Members
Creating Web-to-Lead Forms
Managing Lead Conversion
Extending Salesforce CRM
Creating Custom Applications and Custom Tabs
Enabling Customer Portals
Installing Apps from AppExchange
Customizing the Standard Home Page
Setting up Chatter within Your Organization
Best Practices for Enhancing Productivity
Creating Custom Settings
Using the Translation Workbench
Deployment to Different Environments Using Packages
Delegating System Administration Using Delegated Groups
How to Create Future-Proof Validation and Workflow Rules

What You Will Learn

  • Regulate your organization’s default settings such as locale, language and time zone
  • Set up business details such as multi-currency support and fiscal years within your organizatio
  • Manage users and the role hierarchy within the organization
  • Establish security and privileges using user profiles
  • Extend Salesforce by creating custom fields and objects
  • Govern business processes by creating workflow rules and actions, as well as creating custom approval processes
  • Control your organization’s business intelligence needs by creating custom reports and dashboards within Salesforce
  • Expand Salesforce further by installing new apps from the AppExchange marketplace
  • Get to grips with best practices and how to best future-proof your application

Authors

Screenshots

Table of Contents

Organization Administration
Set Up Your Company Profile
User Interface Options
Search Settings
Currency Management
Setting Up Fiscal Years within Your Organization
User Management in Salesforce CRM
Creating Users
Creating Queues
Setting Up Profiles and Profile Management
Setting Up Role Hierarchy within the Organization
Extending User Privileges with Permission Sets
Configuration in Salesforce CRM
Creating Custom Fields
Creating Record Types and Page Layouts
Creating Custom Objects
Creating Formula Fields
Lookups and Master-Detail Relationships
Data Management
Defining Organization-Wide Defaults
Extending Organization-Wide Defaults Using Sharing Rules
Managing Data Visibility Using Field-Level Security
Ensuring Data Quality Using Validation Rules
Importing Data from Other Systems Using Apex Data Loader
Data Analytics
Creating Custom Reports
Creating Custom Matrix Reports
Creating Custom Report Types
Creating Charts
Creating Dashboards
Implementing Business Processes in Salesforce CRM
Creating Workflow Rules
Creating Workflow Actions
Standardizing E-mail Communications Using E-mail Templates
Creating Time-Based Workflow Actions
Creating Approval Processes
Salesforce CRM Functions
Creating Custom Sales Processes
Managing Opportunities and Quotes
Working with Campaigns and Campaign Members
Creating Web-to-Lead Forms
Managing Lead Conversion
Extending Salesforce CRM
Creating Custom Applications and Custom Tabs
Enabling Customer Portals
Installing Apps from AppExchange
Customizing the Standard Home Page
Setting up Chatter within Your Organization
Best Practices for Enhancing Productivity
Creating Custom Settings
Using the Translation Workbench
Deployment to Different Environments Using Packages
Delegating System Administration Using Delegated Groups
How to Create Future-Proof Validation and Workflow Rules

Video Details

ISBN 139781782170761
Course Length5 hours and 13 minutes
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